Personal Wealth Tracker Template

Free to Download!

This free Notion template is designed to help you take control of your finances and grow your wealth over time. Whether you're just starting out or already managing multiple accounts, this tracker makes it easier to monitor your bank balances, expenses, investments, and income—all in one place.

Visualize Your Financial Growth with Graphs

One of the key features of the Personal Wealth Tracker Template is the graph section, designed to help you easily visualize the growth of your finances. This graph tracks and displays important financial metrics over time, including:

• Bank Balance Growth: See how your savings grow month by month.
• Credit Card Payments: Track your progress in paying off credit card debt.
• Digital Banks: Monitor the balances and growth in your digital bank accounts.
• Bank Interest Earned: Watch how your interest earnings from various bank accounts accumulate.
• Expenses: Keep an eye on your monthly expenses to ensure you’re staying within budget.
• Additional Income: Track any side income, bonuses, or passive income streams.
• Investments: View how your investments grow, whether it's in stocks, mutual funds, or term deposits.

Track Monthly Bank Balances and Multiple Accounts

The Personal Wealth Tracker Template allows you to seamlessly track your monthly bank balances across multiple accounts, including both traditional banks and digital banks. This feature helps you stay organized by keeping track of all your financial accounts in one place.

• Bank Accounts: Easily monitor your main bank account balances and keep a record of any deposits, withdrawals, or transfers made throughout the month.
• Credit & Debit Cards: Add and track the balances for multiple credit and debit cards, helping you manage your spending and payments.
• Digital Banks: Include your digital bank accounts (such as Maya, GoTyme, CIMB) and track the balances and activity separately or alongside your other accounts.

Track Monthly Credit Card Dues with Ease

Never miss a due date again! The Credit Card Dues Tracker in the Personal Wealth Tracker Template is designed to help you manage your monthly credit card payments in a clean and visual way—thanks to the intuitive Gallery View layout.

This system gives you a clear monthly overview of your credit card responsibilities, helping you stay on top of your finances and maintain a healthy credit standing—without the stress.

Track Additional Income, Bank Interest, and Monthly Expenses

Stay on top of your financial inflows and outflows with the detailed tracking sections in the Personal Wealth Tracker Template. This feature helps you monitor various sources of income and manage your monthly spending.

• Additional Income: Track side gigs, freelance work, passive income, or any other sources of income outside your regular paycheck. Easily record the amount and date of each income stream.
• Bank Interest Earned: Keep a record of the interest earned from your savings, investments, or fixed deposits. This will help you track how much your money is growing over time.
• Monthly Expenses: Record and categorize your monthly expenses, from bills and groceries to subscriptions and entertainment. This section makes it easy to stay within budget and review spending habits.

Track Debts and Loans

Easily monitor all your debts and loans in one place. This tracker helps keep a clear record of borrowed amounts, interest rates, and repayment progress—perfect for staying organized and on top of your financial obligations.

Log payments as they’re made, see what’s still owed, and mark debts as completed when paid off. A simple way to stay motivated on the journey to becoming debt-free.

Track Your UITF Investments & Term Deposits with Clarity

Easily stay on top of your long-term savings and investment performance with dedicated sections for UITFs, Stocks/ETFs, and Term & Time Deposits in the Personal Wealth Tracker Template.

Whether you're saving short-term or long-term, this section gives you full visibility of your passive income and fixed-term savings.

Detailed Instructions and Guides

All the guides for using the Personal Wealth Tracker Template are readily available within the template itself. Below are the steps to help you get started with various tracking features.

Hope this template supports you in your financial journey and makes investing feel more doable and empowering. 💼📈 Let’s build wealth together!