Gain an understanding of your financial habits and take control.

It’s easy to lose track of ongoing cash flow and recurring costs. With this template, monitor your accounts, keep track of income and expenses, and contextualize the items behind expenses to understand where your money goes.

What’s inside?

Bank Accounts

Create as many bank accounts as you’d like to simulate your real accounts. Assign your current balance, and monitor the values as you make and spend money.

Income and Expense Tracking

All additions to your account go here. Route which account to place the money, and assign a value. Track expenses by assigning an account, an area, and the value.

Expense Areas

Monitor where your money goes. Create areas that reflect the realms in your life that require funding, and keep track of the totals as time passes.

Timely Recurring Expenses

Track recurring expenses by placing the timely amount paid, assign the recurring interval, and connect to an account and watch the values accumulate.

Account Transfers

Move funds from one account to another.

This template is completely customizable and yours to do with as you wish. For feedback or inquiries, feel free to reach out via Twitter.

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How can I duplicate the template?

Once you're on the Notion page, you will have the button "duplicate" on top-right. Click on it and choose your workspace. Your template should be there in a few instants 🎉

Does this template works with Notion's free plan?

Yes. Every feature of this template will perfectly work if you are on Notion’s free plan.

What is a Notion template?

By definition, Notion templates are pre-built Notion pages that you can duplicate into your Notion workspace with a simple click. They can be simple pages or very advanced systems with multiple databases. Using templates can help you save time and hours of work to get started quicker with Notion.

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