Cashflow Dashboard Template | Notion 2025

Cashflow Dashboard Template | Notion 2025

Ready to finally take control of your money in a way that actually makes sense? This is your all-in-one, anti-mainstream cashflow dashboard—built for students, freelancers, and ambitious teams who want to see the real story behind every rupiah coming in and out. No more guessing where your money goes or why your balance keeps vanishing. This template is here to make your finances as transparent and powerful as your ambitions.

🚀 What’s Inside

• Centralized Income & Expense Tracking: Log every transaction—salary, freelance gigs, business revenue, daily expenses, bills, you name it—in a single, organized place.
• Monthly & Annual Overview: Instantly see your income and expenses for the month, the last 90 days, or even the whole year. Spot trends, plan ahead, and never get blindsided by surprise costs.
• Category Insights: Break down your cashflow by category (food, rent, side hustle, etc.) so you know exactly what’s eating up your money and where you’re crushing it.
• Proof Attachments: Upload receipts, invoices, or screenshots as proof for every transaction—no more “where did that money go?” moments.
• Status & PIC Tracking: Mark transactions as pending, paid, or overdue, and assign responsibility (PIC) so nothing falls through the cracks—perfect for teams or shared finances.
• Visual Charts: Get real-time charts that reveal your spending and earning patterns, making it easy to optimize your habits.
• Customizable Fields & Views: Tweak categories, platforms, and layouts to match your personal or business style—your dashboard, your rules.
• Mobile & Desktop Friendly: Access and update your cashflow anywhere, anytime, on any device.

🗂️ Database Details

Fields Included:

• Month
• Description
• Category
• Platform
• Positive Nominal (Income)
• Negative Nominal (Expense)
• Proofs (attachments)
• Status (Paid/Pending/Overdue)
• Created/Time
• PIC (Person in Charge)

Views:

• Monthly Income Table
• Monthly Expense Table
• Category Gallery
• 1 Year & 90 Days Expense Charts

💡 Capabilities

• Track unlimited income and expense records—scale as you grow
• Instantly see your net cashflow for any period
• Attach and archive all supporting proofs for every entry
• Assign and monitor transactions for solo or team use
• Spot spending leaks and optimize financial habits
• Fast onboarding—just duplicate and start tracking, no learning curve

❓ FAQ

Q: Can I use this for both personal and business cashflow?
A: Absolutely! Manage your own finances, team budgets, or even multiple business streams in a single dashboard.

Q: Is it customizable?
A: 100%. Add, remove, or edit any field, category, or view to fit your needs.

Q: How many transactions can I track?
A: No limits. This template is built for scale—track as much as you want.

Q: Can I attach receipts and proofs?
A: Yes—upload any file or image directly to each transaction.

Q: Is my data safe?
A: Everything stays in your own Notion workspace. Only you and people you invite can access it.

🏆 Why This Template?

Forget boring financial spreadsheets and the stress of not knowing where your money goes. This is your high-performance, anti-mainstream dashboard for mastering cashflow and unlocking your financial power. No more chaos, no more leaks—just pure clarity, confidence, and control. If you’re serious about building real wealth and making every rupiah count, this template is your game-changer.