Software Recommendation: Notion
One of my most recent acquisitions in terms of personal organization, project planning, and follow-up tools is the Notion software.
As a former heavy user of Teams, Trello, Keep Notes, etc., Notion combines every single productivity feature in one software. It also allows you to share certain areas (pages) with different people as contributors. For example, you can share a travel schedule with your family, specific project tasks with key people, and so on. You can also prepare any kind of templates such as budgets, calendars, checklists, timeboxing schedules, etc. that are fully shareable and accessible from different devices.
It is a very useful tool to maximize your and your team's productivity. Notion is more than just a finance tracker or task manager; it is a life planner.