MoneyOS - a Notion Template for Financial Advisors

Before getting started, ensure that you have a Notion account created (to accept & use the template) - or create one here:

MoneyOS (for clients)

A customizable personal finance dashboard fully-built in Notion

• Use for a free download on your website, or give to clients

• Contains a cash flow tracker, checklists, calendar, and more

→ Watch the video tutorial

→ Access the Template

How it Works

1. Click the "Access Template" button above to access the Notion template

2. Follow the on-page instructions to duplicate, own, & customize the template

3. (Optional) Use the Notion-generated URL to publish as a live website for free, or use a paid tool like Super to create a custom domain.

Note: No technical support is provided via the Converting Attn: Club membership. All templates come with walkthroughs, and tutorials will be posted for members, but all product assistance should go through the respective support teams.