This article explores the best Notion template for personal finance and budgeting.
Notion is the ultimate all-in-one productivity app. With the right template and system, Notion can replace all your apps, including your budgeting app.
Keeping track of your finances is crucial. More often than not, people struggle with finances due to a lack of self-awareness and poor management skills. With a well-designed template, you will discover that keeping track of your cash flow is easier and less stressful than you used to think.
If you find it daunting to keep all your expenses in check, you will find that the following Notion Template may give you the extra motivation to start budgeting effectively.
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Ultimate Finance Tracker by Notion Avenue
Bringing Your Financial Goals to Life.
With Ultimate Notion Finance Tracker, you can save money and optimize your budget. Organize and analyze your cash flow, so you can see the big picture of your finances and make better financial decisions.
Optimize Your Spending and Reach Your Goals
Our tool makes it easy to create budgets and stick to them, so you can save money on the categories you spend the most on. You can visually monitor your progress to ensure you're staying in green numbers and maintaining positive cash flow.
What’s Included
- Dashboard
- Income Tracker
- Expense Tracker
- Automated Budget Tracker
- Monthly & Yearly Report
- Subscriptions Tracker
- Abundance Dashboard
- Smart Wishlist
Features
- Quick Logging page for mobile devices.
- Quick Setup Page
- Optimized for both dark mode and light mode
Unlock a richer life now.
Easlo Finance Tracker
We all know that juggling your finance can sometimes feel like a job. Easlo Finance Tracker is a simple, yet effective template to track your expenses and stay on top of your finance. The template include a budget tracker by category with a progress bar and multiple accounts so you can track both personal and business expenses.
What’s Included
- Multiple account
- budget View
- Income & Expenses tracker
- Subscriptions
Features
- View account balances
- Generate monthly reports
- Transfer funds between accounts
Financial Buddy
Financial Buddy is a centralized system to manage your finance. It has a comprehensive system to stay on top of your cash flow.
What’s Included
- Dashboard
- Income Tracker & Expenses Tracker
- Finances Categories:
- Account Manage
- Subscriptions Tracker:
- Savings Planner
Features
Financial Mastery
This Financial Mastery template is a great choice if you want to start tracking your money. It was designed by a Notion Certified Consultant, David Canosa.
You can check out a full dashboard walkthrough here.
The main features of the template include a comprehensive dashboard where you can track your income and expenses, as well as see reports like monthly and yearly results.
Features
- Comprehensive dashboard
- Looks great in dark mode
Couple’s Finance Tracker
For couples, money is often a reason to fight. The purpose of this Couple's Finance Tracker is to prevent this. Designed by an accountant, The Accountaunt Guy this finance tracker is best suited for couples that need a comprehensive system to navigate their day-to-day financial life.
You can check out a short walkthrough here.
What's Included
- Finance overview
- Expenses and Income Tracker
- Summary
- Saving Funds
Features
- Easy categorization of expenses and income for the couple.
- Simple and intuitive interface for easy tracking.
- Savings fund tracking with progress bars.
Ultimate Accounting and Book Keeping Toolkit
This template by the Accountant Guy is designed for individuals to manage their finances for both personal and business purposes. It allows users to keep track of all financial information in one place, including income, expenses, debt payments, savings funds, budgeting, bank accounts, and net worth. The template come in 3 version, for personal need, freelancer and team and business, so you can choose what work better for your case.
You can check the walkthrough here.
What’s Included
Features
- Easy-to-use interface
- Customizable categories
- Historical tracking
Features
Finance & Budget Tracker
You can effortlessly track your spending and plan your budget with this template.
What's Included:
- Summary
- Transactions
- Wallet
- Bills & Subscriptions
- Transfers
- Debt & Loans
Features:
- Track Financial Goals
- Generate Monthly Reports
- Transfer Funds Between Accounts
Notion Finance Template Free
Not feeling like investing some money? Here a list of some basic finance template that you can start using today with spending a dime.
Expense Tracker
Struggling to keep a healthy relationship with money? Improve your money skills with an expense tracker that allows you to easily keep track and monitor your expenses (and also income) by date. This easy-to-use template has all you need to start monitoring your expenses. It has minimal functions and is the best starting point for those who want to get serious about budgeting and achieve their financial goals.
Features
- Income and Expense Tracker
- Automated Balance, Total Expense, and Total Income
- One Account
- Easy to Navigate
Subscription Tracker
Netflix, Spotify, Amazon Prime... it's too easy to stack recurring expenses when there is so much to listen to, watch, and buy online. This subscription tracker is designed to help you keep your subscriptions to a minimum. Organize your subscriptions, keep track of how much you spend each month for each category, set the latest renewal date, and billing frequency, and automatically calculate the next renewal date.
Features
- Designed by Notion Avenue
- Minimalist Layout
- Track Monthly Expenses by Category
Notion Budget Template Aesthetic
Aesthetic Simple Budget Tracker by Notion Avenue
Staying on top of your finances doesn't need to be complicated. This minimalist budget tracker is the definitive tool to streamline your finances. Designed by Notion Avenue, this is one of our best-selling templates on Etsy. If you are looking for a comprehensive budget tracker that is better than a spreadsheet, look no further.
What's Included:
- Expense Tracker
- Income Tracker
- Automated Monthly Budget
- Balances
- Debt Tracker
- Savings Tracker
Features:
- Minimalistic and Aesthetic
- Easy and Intuitive to Use
- Totals are always in sight on the dashboard.
Kakeibo Budget Tracker by Notion Avenue
Regain peace of mind while reaching your savings goals with a Kakebo Budget Planner for Notion. Mindful spending is a habit we can all practice. Simply keeping track of your income and expenses will help you establish better financial habits.
Designed to help you keep track of your spending and reach your savings goals in a visually appealing tool based on Japanese money wisdom, Kakeibo is a minimal, mindful approach to finance and budgeting. Inspired by traditional Japanese ways of saving money, it is a simple yet powerful way of approaching finance. The premise is simple: instead of mindlessly spending and hoping to save some money, Kakeibo reverses the process by implementing a method where you save first and then spend.
What’s Included
- Dashboard: 12 Months, Savings Progress, Yearly Goal, Sample Month, Yearly Overview
- Yearly Goal: Establish a savings goal. Use the budget estimator to set a reasonable yearly goal. Break it down into an easy-to-achieve monthly goal that is going to feed the budget formula for each month.
- Yearly Savings Progress: Track how much you’ve saved in total and per month.
- Sample Month: Fill out the sample month so you can see how the method works.
- Monthly Page
Features
- Automatic calculation
- 3 Aesthetic Themes
- Japanese Quotes on wealth and success
In Conclusion
In conclusion, Notion is a powerful tool for personal finance and budgeting. With the right templates and systems, you can easily keep track of your cash flow, analyze your spending habits, and make better financial decisions. The templates listed above are some of the best available, offering a range of features and designs to suit different needs and preferences. Whether you're just starting to take control of your finances or you're a seasoned budgeter, there's a Notion template out there for you. And don't forget to join our mailing list for more Notion templates and updates!
Frequently Asked Questions
Is Notion good for finance tracking?
Notion is a good option for tracking finances. You can find tons of free, simple budgeting templates and some high-quality comprehensive systems to manage your finances with ease. I use Notion to keep track of my finances as well!
How do I create a finance tracker on Notion?
Yes! You can also create your own finance tracker from scratch. Here's a quick tutorial on how to build a simple finance tracker in Notion.
- Create a Notion account.
- Add a new page and add 3 databases. Start by setting up the databases as tables.
- Rename one of the databases to Income. You will use it to track all your incomes.
- Delete the default Tags property. Add a Date property and a Number property instead. Rename the number property as "Amount" and set the format to a currency.
- Rename the second database to Expense. You will use it to track all your expenses.
- Delete the default Tags property. Add a Date property and a Number property instead. Rename the number property as "Amount" and set the format to a currency.
- Next, rename the last database as Balance.
- Delete the default tag property and the extra row. We just need one row. You can call it Balance, Wallet, or Bank Account.
- The next step will be to interconnect all the databases.
- In the Balance database, add a new relation for the Expenses Database and one relation for the Income Database. Be sure to select "Show on..." to make the Balance appear on the Income and Expense Database.
- Now add two rollup properties. One will refer to the Expenses relation and one for the Income relation.
- The rollup property for both rollups should be set up to the Amount, and Calculate to Sum.
- Next, rename the rollups property to "Total Expense" and "Total Income".
- Next, we need to make sure that any new entry on both Income database and Expense database will connect to the other database for the Balance.
- In both the Income and the Expense database, add a filter for the Balance database and the only property in the Balance database (that you have created at step 8).
- Now, any new entry we will add on the expenses and income database will be added to our Balance database, we just need to add a formula to have the actual balance calculate.
- In the Balance database, create a formula property. The formula should be prop("Total Income") - prop("Total Expenses").
- Format the formula property to currency.
- You're done!
This is a simple way to create a Finance Tracker, there are plenty of other options and settings that we can add. Our Ultimate Finance Tracker, for example, includes tons of other features, such as a monthly budget, a monthly recap of cash flow, a subscription tracker, a bill tracker, and a lot more. You can check out the full features here.
Is there a budget template in Notion?
There are plenty of budget templates in Notion. You can find some basic budget templates right in your Template features within Notion. You can also explore the official template gallery. You may find that our finance tracker is the perfect budget template for all your needs.
