Financial Goals Tracker

The Financial Goals Tracker is the perfect Notion tool for entrepreneurs and teams who want to set, plan, and monitor their financial objectives. It helps you define short- and long-term goals, set measurable targets, and visualize progress — whether it’s revenue milestones, savings targets, or investment objectives.

This template encourages clarity, accountability, and motivation through well-structured tracking and progress visualization.

Key Features:

• Create financial goals with start date, target amount, and due date.
• Visual progress bar for each goal.
• Dashboard overview showing completed, active, and upcoming goals.
• Space for notes, strategy steps, and reflections.
• Ideal for personal or business financial planning.

Why It’s Valuable:
With the free version, you’ll have everything you need to start aligning your financial vision with daily actions. The Premium version in Business Finance OS adds automated progress tracking, goal-based analytics, and dynamic reports connected to your actual revenue and expense data for a complete financial overview.