New Notion Template: Certificate of Deposit Tracker

If you've ever opened a certificate of deposit (CD), you probably know the basics: lock in your money for a set amount of time, earn a fixed interest rate, and wait.

But once you’ve got more than one CD — maybe at different banks, with different maturity dates — things can get messy fast.

Sticky notes. Calendar reminders. Or worse… just hoping you remember when one comes due.

That’s exactly why I made this Certificate of Deposit Tracker in Notion.

What It Does

• Keep track of CD terms, interest rates, maturity dates, and renewal policies

• Know at a glance when your next CD is coming due

• Avoid accidentally rolling over into low rates

• Spot opportunities to ladder or reinvest intentionally

It’s built to be simple, clean, and flexible — no bloated dashboards or confusing formulas. Just the info you actually want in one calm place.

Who It’s For

• Anyone with multiple CDs at different banks

• Folks experimenting with laddering strategies

• People helping a parent or loved one manage their accounts

• Anyone who wants to feel a little more in control of their finances

Whether you’re new to CDs or just tired of scattered notes, this template helps bring it all into one easy view — and you can tweak it to fit your style.

Get the Template

The CD Tracker is available now here.
→ Free for all members (including the free tier).
→ Works in Notion (free account is fine).
→ Simple to set up and start using today.

Notion might not be a bank — but it is a great home base for stuff like this.

If you’ve been meaning to get more organized, this is your nudge.