SMMA Finance Tracker

The SMMA Finance Tracker is the ultimate Notion tool to take control of your agency’s finances — simple, organized, and built for clarity.
Whether you’re managing retainers, ad spend, or operational costs, this tracker helps you monitor every dollar that enters or leaves your business.

Designed specifically for social media marketing agencies, freelancers, and small creative teams, this system gives you a clear picture of your monthly profit, cash flow, and financial performance — all in one minimalist dashboard.

With the SMMA Finance Tracker, you can:

• Record all your income, expenses, and payment details in one central place.
• Track client retainers, ad spend, and payouts effortlessly.
• Instantly see your monthly profit trend and how your business is performing over time.
• Filter by categories like “Revenue,” “Subscriptions,” or “Tools” to understand where your money goes.
• Stay consistent with a clear system for budgeting and reviewing financial results.

Perfect for:

• SMMA owners who want to simplify their financial tracking.
• Freelancers managing multiple client invoices.
• Small agencies that need visibility over their monthly performance without complex tools.

This Notion template combines simplicity with powerful insight — giving you a professional way to stay financially in control while focusing on what matters most: growing your business.

Fully customizable and seamlessly compatible with the SMMA Agency OS, it’s your foundation for smarter financial management.