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Tips

This template is designed to work with Latwy, which connects to your financial accounts and automatically updates your account and transaction data in Notion.

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Transactions

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Balances by Account Type

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Balances Over Time

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Spending by Category

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Spending by Subcategory

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Spending by Account

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Spending Trends

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Spending by Merchant

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Account List

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Cumulative Spending

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Quick Links

Master Database

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