Notion personal finance template with automated data entry

Hi Product Hunt 👋

I'd originally started building NoFi out of personal need. Like many of you, I use Notion to run my life and I wanted to track my finances in Notion without the hassle of manual data entry. I wasn't able to find a tool that could do this reliably, so I built one :).

NoFi's killer feature is definitely the automated synchronization between your financial accounts and your Notion workspace. This is something we've come to expect from dedicated personal finance apps (Mint, Rocket Money, etc.) but when it comes to Notion templates, manual data entry is still the norm? I hope that NoFi can change this and help other Notion geeks like myself better manage their finances in Notion.

I've received some great initial feedback from folks on Reddit, and I'm super excited to now share NoFi with the Product Hunt community! Give it a try and let me know what you think!

-Ian

P.S

🔐 Security&Privacy

Since we're dealing with financial data here, questions about security and privacy are both inevitable and welcomed. I've seen that some users in the Notion community are concerned that Notion is not a secure means of storing financial data. I'd like to provide a couple clarifications around that as it relates to NoFi:

* NoFi doesn't store any personally identifiable financial information in Notion. We don't even receive this information from Plaid. We only store account names/balances and transaction-level data that is needed for budgeting/spend tracking. This means that even if a malicious actor were to gain access to NoFi's databases and/or Notion's databases, they wouldn't be able to compromise your accounts.

* Notion is SOC2 and GDPR compliant, per their security & privacy page. Obviously this does not guarantee your data is secure. However, it's better than many other popular personal finance apps, such as Rocket Money can claim!