AMIIC Wealth

使用 Notion 個人財務範本來理財。我們的範本套件包含預算規劃表、支出追蹤表、交易日誌、投資日誌和儲蓄目標，幫助你更聰明地管理資金，適合任何想要實現財務穩定和成長的人。

currency-coin

個人財務

使用 Notion 財務範本掌握財務狀況。我們的工具可讓你全面掌握財務狀況，從預算可視化、支出追蹤到投資監控，全都一應俱全，讓你輕鬆明確掌握自己的財務狀況。

cash

金融

探索專為金融服務企業打造的 Notion 範本，適合用來管理客戶帳號、追蹤投資和整理財務報告。

適合金融服務的 Notion 範本

探索專為金融服務企業打造的 Notion 範本，適合用來管理客戶帳號、追蹤投資和整理財務報告。善用投資組合追蹤器、預算範本和客戶入口網站等工具，簡化工作流程並提供一流服務。

calculator

金融服務

為最佳效率和協作而精心設計的工作空間

chart-line

工作

你的暑期新手裝備

量身定制以滿足學生需求，促進學業成就

school

學校

迎接更井然有序、充實高效的生活方式

potted-plant

生活

Take control of your finances with easy-to-use Notion dashboards for budgeting, expense tracking, and investment planning. AMIIC Wealth helps individuals and small businesses manage money with confidence.

Effortlessly track your travel budget, manage expenses, and stay on top of your spending with this easy-to-use Notion template.

Travel Budget Planner

Track your savings like a pro.
This simple 2-database setup helps you plan, track, and achieve multiple savings goals.

Savings Goals Tracker

A simple and efficient Notion dashboard designed for freelancers who want to stay organized without the clutter. Whether you're a designer, writer, developer, or consultant, this free version gives you just what you need to manage your business with clarity.

Freelancer Hub – Minimal

A comprehensive bill payment tracker to manage all your recurring expenses in one place. Track due dates, payment status, billing cycles, and spending by category with multiple views for complete financial oversight.

Bill Payment Tracker

Track dividend income, manage your portfolio, and monitor upcoming payments — all in one beautifully organized Notion workspace.

Dividend Tracker

Client Payment Tracker is a clean, all-in-one Notion template to manage your clients, invoices, and payment analytics — all in one place.

Client Payment Tracker

A simple and effective Notion template to track all your debts, monitor payments, and visualize your progress toward becoming debt-free. Perfect for managing personal loans, credit cards, student loans, and more.

Debt Tracker

Track all your personal expenses with ease. Organize spending by category, payment method, and month in one clean dashboard.

 Smart Expense Tracker

Plan your dream wedding with ease using this simple and organized budget planner.

Wedding Budget Planner

Stay organized, focused, and motivated with this powerful Goals Tracker built in Notion!
Whether you're chasing personal growth, fitness achievements, career milestones, or financial goals, this template gives you a clear and structured path to success.

Goals Tracker

Take control of your finances with this simple and powerful Notion template designed to track your net worth over time.

Net Worth Tracker

Perfect for freelancers, small business owners, or anyone claiming mileage deductions.

Mileage Tracker

Take full control of your investment portfolio with this minimalist and powerful Notion Investment Tracker.
Designed specifically for users who want a clean, accurate overview based only on Buy and Sell transactions.

Investments Tracker

Stay in control of your subscriptions and spending with this clean, powerful Notion Subscription Tracker!
Track every service, manage billing cycles, monitor next payments, and visualize your total costs easily.

Subscriptions Tracker 

Organize your future expenses with clarity and confidence!

Sinking Funds Organizer

Take control of your credit card spending and payments with this simple, effective Credit Card Tracker – built entirely in Notion.

Credit Card Tracker

Take control of your credit cards and spending with this comprehensive tracking system.

Credit Card Tracker Pro (Version 2)

Track your favorite crypto assets, organized by category, technical signal, and upside potential — all in one clear Notion dashboard.

Crypto Watchlist Tracker

Invoice Tracker

Boost your productivity and track every billable hour with the Freelancer Time Tracker — a simple yet powerful Notion template designed for freelancers, consultants, and creatives.

Freelancer Time Tracker

Plan, organize, and track your event budgets with ease. This template includes:

Event Budget Planner

Track, manage, and optimize your startup’s budget from day one.

Startup Budget Tracker

Plan smarter and travel stress-free with this simple but powerful Notion checklist system.

Travel Checklist

Take control of your side hustle earnings with this clean and functional Side Hustle Income Tracker built in Notion.

Side Hustle Income Tracker

Your all-in-one personal finance system in Notion. Track income, expenses, budgets, bills, debts, investments, and net worth — fully automated. No spreadsheets needed.

Personal Finance — Growth

Track every recurring payment — bills, subscriptions, income & debt — in one automated Notion system with budgets, reports & dashboards.

AI 功能

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公司規模

使用案例

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探索

學習

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連結

由 AMIIC Wealth 釘選

所有範本