Sprocket – Budget & Personal Finance Manager








Sprocket – Budget & Personal Finance Manager
Automation-based system to manage your budget, spending, and financial goals
Description:
Sprocket will help you to create a budget, manage all areas of money flow, and understand at a glance where you are overspending or under saving.
Unlike many previous Notion systems for budget management, Sprocket uses the latest of the Notion feature-set and is designed to be intuitive, dynamic, and extremely simple to use. There is no need to create or link to month or year records. Many manual workflows have been replaced with automations. If it looks like it is crazy simple, it is! All of the hard work is being done for you on the backend.
Note that while your complete transaction history is preserved, historical yearly overviews are available only for the current and previous calendar year.
Features:
- Supports all currencies that are natively supported by Notion. Select your currency to update visual displays
- Simplified system allows you to manage unlimited areas of budget using “Flow Categories” for the five major groups:
- Income
- Savings
- Debt
- Investments
- Spending
- Create budgets and targets by defining monthly Min, Max, and Total Goal
- Manage recurring subscriptions
- After initial one-time setup, auto-pay transactions are automatically recorded for you, eliminating manual entry
- Quickly and easily add manual transactions from your mobile device using the “Intake & Processing” system
- Navigate easily between different views of your content using “Portals”
- Use quick buttons throughout the system for ease of use
- Knowledge base documentation is built right into the system for quick help when you need it
- Designed to look great in light or dark mode
Now with Charts!
Sprocket now includes charts to visualize many key areas of your budget and spending:
- Budget Summary
- Expenses by Category (current month)
- Income vs. Expenses (current month)
- Spending by Day (current month)
- Transactions by Month (for each Flow Category)
Note that Plus plan users of Notion can now enjoy unlimited charts in their workspace. Free plan users will be able to view one chart in their workspace for free. Free plan users will be able to enjoy all of the existing great features of the Sprocket system, however, to view all of the charts please upgrade your Notion plan.
Keywords: transactions, money, currency, budget, finance, goals, savings, investments, retirement, spending, piggy bank, smart
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