F.I. RoadMap | Ultimate Finance Hub Template by Alfred Swee
notion.comSummary
Ask questionsThe F.I. RoadMap is a Notion template designed to help individuals manage their personal finances, track assets and liabilities, set financial goals, and plan for financial independence. It provides a structured system for organizing various financial data points within the Notion environment.
Features3/15
See allMust Have
1 of 5
Category-Based Content Library
Newsletter Subscription
Search & Filter
Popular & Trending Sections
Multimedia Content Support
Other
2 of 10
Responsive Design
Social Sharing
Tag-Based Navigation
Related Articles Recommendation
Author Profiles
SEO Optimization
Iframe Embeds
Analytics & Tracking
Archive by Date
Comments or Feedback
PricingOne-time
See allF.I. Roadmap Template
- Accounts Overview: All bank balances in one place, ending the guesswork.
- Budget Overview: Real-time updates so you can spend on what you love—without busting your budget.
- Income Tracker: Automatically records every income source, so no penny slips through.
- Transactions Tracker: One hub for every transaction, ideal for spotting spending patterns and verifying credit card bills.
- Assets Tracker: Store your entire portfolio—cash, stocks, crypto, real estate—in one secure digital vault.
- Liabilities Tracker: Prioritize and automate debt repayment to tackle liabilities fast.
- Net Worth Tracker: Track progress as you pay off debt and build assets in real time.
- Financial Goals Tracker: Set goals, automate transfers, and let your finances run on autopilot.
- Asset Allocation Dashboard: Get your real-time portfolio split for easy rebalancing.
- Reminders & Subscription Tracker: Never miss a payment or harm your credit again.
- Insurance Digital Vault: Access policy details instantly when emergencies strike.
- Freedom Number Calculator: Know exactly what you need to achieve genuine financial freedom.
- Financial Freedom Vision Board: Stay motivated with a vivid display of your dream lifestyle.
- Financial Independence Roadmap: Year-by-year guidance—like having a personal advisor, minus the fees.
- Tax Optimisation Dashboard: Track receipts, minimize taxes legally, and simplify filing.
- Monthly & Yearly Reviews: Stay aligned and refine strategies with regular check-ins.
Plus
- Everything in Free
- Unlimited collaborative blocks
- Unlimited file uploads
- Unlimited charts
- Custom forms
- Custom sites
- Basic integrations
- Trial AI capabilities like generating docs, or autofilling databases Trial of Notion AI
Business Recommended
- Everything in Plus
- SAML SSO
- Verify any page
- Private teamspaces
- Conditional forms logic
- Domain verification
- Premium integrations
- All Notion AI core capabilities, and the latest advanced features Notion AI included
- Enterprise search Beta
- AI meeting notes Beta
- Research mode Beta
Enterprise
- Everything in Business
- User provisioning (SCIM)
- Advanced security & controls
- Audit log
- Customer success manager
- Security & Compliance integrations (DLP, SIEM)
- Domain management
- Advanced integrations
- All Notion AI core capabilities, and the latest advanced features Notion AI included
- Enterprise search Beta
- AI meeting notes Beta
- Research mode Beta
Rationale
The candidate is a Notion template focused on personal finance management, which aligns with the broader theme of financial education. It offers a structured way to organize financial information, which can be seen as a form of categorized content. The Notion platform itself supports social sharing and responsive design, which the template would inherit. However, it is not a standalone content platform with articles and guides, nor does it have a newsletter subscription feature or dedicated search and filter functionality for educational content in the way the 'Fluent in Finance Platform' is described. It's more of a personal finance tracking and planning tool rather than a content-driven educational platform.
