This task can be performed using Strabo
A free Notion inspired personal finance dashboard
Best product for this task

Strabo
analytics
Strabo is a FREE customisable portfolio tracker and personal finance tool inspired by Notion. Track, manage and forecast cash, stocks, crypto, property and more across customisable, configurable pages you can share with an avid community.
What to expect from an ideal product
- Strabo offers customizable templates to match your exact forecasting needs.
- You can aggregate all your financial data in one place to get a holistic view.
- Real-time tracking helps you make more accurate predictions for cash, stocks, crypto, and property.
- The community sharing feature allows you to gain insights and tips from other experienced users.
- Easy-to-use tools make financial forecasting less daunting and more manageable.