Small Business Finance Dashboard (Notion Template)

A finance system for a small business that lives in Notion — with real depth, not one shallow section inside a hub. This PDF guide (13 pages) specifies six linked databases: Transactions (one ledger for every dollar in and out), Accounts (balances that roll up from the ledger), Budgets (actuals roll up automatically so Variance and Used % calculate themselves), Invoices (automatic overdue flag), Recurring Bills (with days-until-due), and a Tax Set-Aside tracker. Exact formulas are written out in full, including Signed Amount, Account Balance, Budget Variance, and a cash-runway method for the Dashboard.

Includes a sequenced build checklist, Dashboard spec, a full Sample Month with stated expected figures (P&L $4,154, account balance $12,154, tax set-aside $1,210) so you can verify every formula, and a Monthly Close checklist that turns month-end into a 30-minute routine. Works on Notion’s free plan. Requires a free Notion account and about 30–45 minutes to build in your own workspace — this is a complete build guide, not a hosted link. Owner-level finance organization tool — not accounting software and not tax or financial advice.