Hey Product Hunt! Ever since getting my first credit card, I’ve used an Excel / Google Sheet to keep track of my expenses and manage my finances across all my accounts. The process looks a little like this:  - Once per month, log onto Chase / Capital One / Citibank - Select the date range for the last month, +/- 14 days - Export the CSV - Copy and paste my transactions to my Google Sheet - Manually go through and remove duplicate transactions (those whose status has changed from pending to posted) - Review my transactions by adding tags to categorize the type of expense, and notes for my personal bookkeeping (mostly Venmo requests I need to charge my partner for)    Obviously, this process is time-intensive and repetitive, so 2 years ago I tried switching over to a budgeting app that would hopefully speed up this process. I tried:  - Mint, but I found the UI to be pretty bad, and the ads distracting - Personal Capital, but it didn’t really suit my use case - Simplifi Money, which was okay, but the UI was cluttered and slow No app seemed to solve the main pain point I had - quickly reviewing my transactions - so I decided to stick to my spreadsheet approach. When Notion announced their beta API a few months ago, I knew I had to try it out and see if it would fit my needs. Over the last few months of using Notion to import and review my finances, I’ve found it to be fast, customizable, and easy to use for keeping track of where my money is going. I talked to my colleague, @ashley_jimenez , and found that she and a lot of other people have this pain point, so we decided to spend time making the tool production-ready so other people could use it as well. The result of this is Savi - an app that syncs your financial transactions and accounts to your Notion database, automatically. Currently, we’re onboarding people via a waitlist personally to make sure the sign-up process goes smoothly, and so that we can iron out any bugs that come up. Please let us know if you have any questions or feedback - we’d also love to hear how people are managing their personal finances today!

Savi: Notion Finance Tracker

Your financial transactions in Notion, synced automatically.

Your financial transactions in Notion, synced automatically.