Finance Tracker & Budget Planner Notion Template

Have everything for your finances in one full fledge Notion dashboard and start keeping your finances on track!

Use this Finance Tracker & Budget Planner Notion template to easily manage and optimize your finances + meet your spending and saving goals.

Why you need this template?

This advanced Notion template will allow you to easily manage your finances with a comprehensive dashboard and pre-built tracking tools.

You’ll be able to track all your transactions on multiple accounts and visualize your finances with spending categories, monthly budgets, saving goals and more.

Whether you need a robust finance tracking system for your personal or professional use, this Notion template is for you.

What’s inside?

✔ Multiple accounts management
✔ Easy transfers between accounts
✔ Monthly & yearly dashboards
✔ Recurring transactions
✔ Transaction Log
✔ Budget planner
✔ Net worth tracker
✔ Savings goal tracker
✔ Top spending categories

And you’ll get even more with:

✔ A main dashboard to visualize your finances at a glance
✔ Prebuilt page templates for each year, month, spending category
✔ Automated monthly budgets tracker
✔ 11 pre-built spending categories
✔ 3 currencies available: Dollars ($), Euros (€), Pounds (£)
✔ Detailed onboarding Guide and instructions

👉 Let’s get your finances back on track with your new Finance Tracker & Budget Planner Notion template.

F.A.Q.

Does this template work with Notion’s free plan?

Yes. This template will perfectly work if you are on Notion’s free plan. There are absolutely no limitations for personal use.

Does this template come with specific documentation?

Yes. This template includes a detailed guide with clear instructions. This will allow you to understand the template’s structure and easily get started with it.

Can I personalize my template?

Of course! Once you duplicate the template into your Notion workspace, you are free to make any changes you like. You can customize your databases, views, and dashboards to your liking.

Can I share this template?

This Notion template comes with a personal license for individual use. Please do not share it with other individuals.

What will happen after my purchase?

Right after your purchase, you will be redirected to the Notion template page, and you will be able to duplicate it into your own workspace. You’ll also receive an email with the link to the template and the option to receive an invoice.