FI.RE OS - Financial Independence Retire Early Finance Tracker & Planner

Spend less, save more, and invest better with FI.RE OS

Built for Notion, this finance tracker is the first of its kind: a comprehensive, powerful, and intuitive dashboard designed to fast track your journey to Financial Independence / Retire Early and help you achieve all your financial goals.

FI.RE OS will help you

• Calculate your FIRE number and find the best strategy to reach it;
• Improve your money management skills and make smarter, better decisions;
• Develop healthy spending habits and cut unnecessary expenses;
• Save more and become debt-free faster;
• Monitor your investments in real time with live price updates
• Set fail-proof financial goals and discover new ways to achieve them;
• Learn about investing and smart investment strategies;
• Calibrate your financial thermostat so your mindset will match your goals;
• Stay motivated to reach your FIRE target!
  

FI.RE OS is perfect for

• Professionals and solopreneurs — Do you want to achieve financial independence and retire early? FI.RE OS helps you streamline your FIRE journey by enabling you to track, plan, and organize your finances effortlessly and efficiently;
• Individuals with multiple revenue streams and accounts — Do you have a financial portfolio to keep track of? FI.RE OS is a comprehensive dashboard that allows you to manage all your financial assets in one place;
• Those with debt and financial goals — Do you have debt and financial goals that you want to pay off and achieve faster? FI.RE OS helps you stay on track and committed to your goals;
• Investors — Do you want to keep an eye on your investment portfolio and receive regular updates on stock, commodities, and crypto prices? FI.RE OS can provide you with real-time market quotes for various assets;
• Anyone interested in joining the FIRE movement — Do you want to learn about the FIRE movement and its principles? FI.RE OS includes the best resources to bring up to speed in no time.
  

What’s included

• 10+ databases across 6 pages to help you log, track, plan, and manage your finances;
• FIRE Tracker & Calculator to test different rates and strategies and to track your FIRE progress;
• Automated real-time price updates and Profit & Loss reporting for investments via easy integration;
• Financial Goals database for all your short and long-term financial objectives;
• Debt Payoff tracking for credit cards and loan repayments;
• Monthly Budget linked with Expenses Tracker to help you optimize your cash flow and expenses;
• Income Tracker and Expenses Tracker (including Subscriptions);
• Accounts & Funds database with individual balance reporting for each account and fund;
• Automated Savings Balance for all your savings accounts and funds;
• 40+ FIRE resources that will help you spend less, save more, and invest better!
  

Dashboard: Master Your Money and Become Financially independent

• Quickly log income & expenses on the go
• Keep an eye on your budget status
• Check your current account & savings balance
• Keep track of your FIRE progress
• See due & recurring transactions
  

Income & Expenses: Easily Track and Optimize Your Cash Flow

• Log all your transaction and get a detailed view of your finances per account
• Easily calculate your business / tax deductions
• Automate your entries with templates and buttons
  

Savings & Investments: Watch Your Assets Grow in Real Time

• Log your transfers and deposits into savings and / or retirements accounts
• Set targets for each each account and monitor your progress
• Watch your investments grow in real time with a simple integration
  

Goals & Reports: Stay Motivated with Savings & Debt Payoff Goals

• Set and achieve short or long-term financial goals
• Check your progress towards becoming debt-free
• Check your monthly / yearly reports and see how far you’ve come!
  

Fire Calculators & Resources: Plan & Manage Your FIRE Strategy

• Calculate your FIRE number and run simulations to test different strategies
• Learn how to make or improve your FIRE plan
• Calibrate your financial mindset to match your goals
• Learn more about FIRE from the best resources available
• & much more!
  

ALSO INCLUDED: comprehensive set-up instructions, complete with videos guides.

After Purchase

After purchase you'll get access to the Notion template immediately. From the template page, click on the Duplicate link (upper right-hand corner of your screen) to add it to your Notion workspace.

What you’ll need to use this template

• A free Notion account
• Basic understanding of how Notion works
  

Refund policy

Unfortunately, due to the nature of digital products, refunds are not possible for this Notion template. If you have questions or concerns, please email me before purchasing at choosegoodquests@gmail.com

Please note

All templates are for personal use only and may not be resold or redistributed under any circumstances.