Wealth OS Management is an all-in-one Notion system designed to help you efficiently track, manage, and grow your personal and investment wealth. It provides a structured dashboard to oversee your net worth, income streams, expenses, assets, liabilities, savings goals, and investment portfolios—all in one place. With customizable templates and visual analytics, Wealth OS empowers you to make informed financial decisions and build long-term financial security.
Features
Income Tracker
Helps you monitor and manage all your income sources effortlessly by logging and categorizing each income stream.
Expense Tracker
Allows you to keep an eye on all your expenditures to ensure you are spending within your means and helps identify areas to cut back.
Investment Tracker
Enables tracking of your investment portfolios, offering insights into your growth, returns, and overall investment health.
Debt & Liability Management
Provides a framework to manage and reduce debts and liabilities to improve your financial situation.
Saving & Emergency Fund
Helps in planning and building savings goals and maintaining an emergency fund for financial security.
Tax Planner
Assists in preparing for annual taxes by organizing and keeping track of deductible expenses and tax-related documents.
Education & Resources
Includes financial education resources to further enhance your financial literacy and decision-making skills.