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Templates to help you manage your budget, track expenses, and plan for your long-term financial goals, all in Notion. These templates are provided for informational purposes only and should not be construed as offering financial advice. Material in these templates is not intended to be a substitute for professional financial services.
Purchasing Decision Checklist
A simple checklist to make smarter purchasing decisions
Powerful Finance Tracker
Track your finances with ease. Get the whole overview in a matter of click.
Personal Finance Tracker
Personal finance tracking, with budgets, balance and investments.
Personal Finance Monthly Page
With 12 month pages, you'll have a clear view of your monthly finances and be able to track your net worth, assets, and liabilities.
Ultimate finance tracker
Track and manage your entire financial life.
Notion Invoice Template for Free
Simple and clean Invoice Template with embedded Paypal payment button.
Shared Expenses Tracker
It's for tracking the expenses shared by two people (e.g. a couple, roommates) and know how much they owe each other
It is make easier to track your monthly budget
Simple Notion Finance Template
Helps notion users track their finances in a simple and straightforward way
Simple Task Manager
Notion Minimalist Task Manager based on COD & Time Sector System
Simple Wedding Expense Tracker
This Notion template is a comprehensive Wedding Expense Calculator that allows you to keep track of all your wedding expenses in one place.
Simplest finance tracker
This template makes it easy to track finances, review annual expenses, and income.
Keep track of your income and expenses and calculate unassigned cash.
Invoice Dashboard by Notion and Figma
It helps any freelancer to contact with clients.
Investment Portfolio Management
Systematic workflow to manage your investment portfolio.
Investment Portfolio Dashboard
Use this Notion Investment Portfolio Dashboard to track your investment account balances, shares, cost basis, market value, open P&L, and much more.
Forex Trade Journal
Simple way to keep track of all your Forex trades.
Your personal financial assistant!
Track monthly finances with customizable budgets and expense categories.
Manage your finances like a pro!
Track expenses, incomes, budgets, fund goals, and subscriptions in single or dual currencies.
Take charge of your finances and achieve your goals with ease using our Notion finance tracker. Keep track of expenses, accounts, and budget, all in one place.
Keeps track of your finances.
Track your income and expenses easily with this intuitive and user-friendly Finance tracker.
Our Notion template simplifies financial management for businesses with an easy-to-use and intuitive interface that gives clear, real-time insights into their financial performance.
Finance Planner Template
Develop a plan that works for your personal needs, track your progress, and make adjustments when needed.
Finance OS is an all-in-one system built in Notion that lets you easily manage and keep track of your finances.
Keep your finances organized and under control.
Finance Hub: Budget. Plan. Track.
Budget, plan, and track your finances to save and grow!
A Notion dashboard to effortlessly key and track your expenses and manage your budget.
Student Expense Tracker
A personalized notion template to track their expenses, focused primarily on students, but could be useful to all.
Easily record your subscription information
This template provides you with numerous ways to track your energy and implement your learnings so you can learn to flow through life & business.
Your Money, Simplified. Track your income, expenses, recurring transactions, stocks, and other complex financial instruments.
Plan, research and organise your trip — so you can track your travels in one place and move from clutter to clarity.
Budgeting: My Money Manager
Budgeting tracker for income, spending, savings, and investments.
With this template, you can easily manage your physical assets.
Notion Subscription Manager (Automated)
Track your subscriptions and monitor spending.
Notion Haven HQ
An ultimate personal dashboard built with both aesthetics and functionality to structure your notion digital life & work.
The template is a financial dashboard that should take care of your personal finances.
Ultimate finance tracker
A comprehensive dashboard to help individuals track their financial activities.
Keep track of your expenses and spending.
Organize each month's expenses and establish savings plans.
Finance Tracker Pecunia
All-In-One Notion dashboard to manage all your finances, investments and budget.
iManage! My Transactions - Real Estate Investor's Transaction Manager
Track and manage your real estate finances and transactions.
Visualize what "buckets" your savings are going to and what expenses are coming up that you can prepare for.
Simple Finance Tracker
The best way to track your finances.
Track your bills and remove unnecessary expenses on bills you don't need.
Track your subscriptions and remove unnecessary expenses on subscriptions you don't need.
Monthly Budget Planner
This tracker helps people plan their month so they don't end up in debt at the end of the month.
Notion Subscription Tracker
Be in full control of your subscriptions with Notion Template
Keep track of your expenses and set recurring payments
A simple Notion dashboard to help you track and manage your subscriptions
Zero-based Budget Finance Tracker
All-in one financial system to track you personal/family and small business needs!
Budget and finance planner
Manage and control where your money goes with this fully automated budget and finance planner.
Profit tracker: Basic P&L for Freelancers
Basic profit tracker for freelancers: track revenue and expenses.
Manage your finances with minimal effort.
Notion starter pack
An entry-level collection of 6 templates to be more productive and organized.
Rich finance tracker
Automate your finance tracking in Notion
Cash flow overview
Keep your finances under control.
Finance management tracker
Helps you track and manage personal finances.
Comprehensive tool that helps you stay organized by providing mini-templates for all of life's adventures.
The homepage for your home, when you live with other people.
Consolidates travel planning to a single hub.
With this tool, you can manage all your subscriptions in one place, and save money each month by never overspending.
Track your expenses and income to help you stick to your budget.
Investment firm knowledge system
Keep track of investment research in one convenient place.
Shared household management for co-habitation.
Finance Compass 2.0
Manage your stock and crypto portfolio and track your trades in one simple dashboard.
Ultimate finance tracker
Track and manage all your finances from one place.
Credit booster by Ask Sebby
A credit utilization tracker and calendar to visualize your spending and payments.
Keep track of your expenses and see how they compare to a monthly cap. View expenses by month, by category or add your own filter.
Humphrey Yang’s financial tracker
This free financial tracker helps you track your income and expenses month by month. It's the same system Humphrey Yang (@humphreytalks) uses in his day to day life, accurately recording all transactions.
This tool will help you organize your bills and recurring expenses.
Real estate investor dashboard
Helps real estate investors and property owners manage their entire portfolio, finances, leases, tenants, contractors and much more.
iManage property management
The ultimate property management tool for real estate investors and managers.
Ultimate personal life management
Manage your entire life — from your work tasks to house maintenance, from hobbies to personal finances.
Subscription tracker with monthly/yearly cost overviews and renewal alerts.
Track your subscriptions, get reminders, view timeline, and convert currencies into your own.
Recurring transactions tracker 2.0
Get your subscriptions under control.
Helps freelancers calculate their prices and see and overview of their income and expenses.
A categorized Kanban board of my expenses, debts, and extra expenses and Cash Flow Calendar.
Personal finance tracker
Provides a framework for managing your finances.
Tracking your money is good, tracking your money, including taxes, is even better.
Keep track of your finances all in one place.
Track your personal finance activities.
52-week savings challenge tracker
Track and save $1,378 effortlessly with this 52-week money saving challenge.
All-in-one budget planner
This budget planner will help you organize your finances, investments, bills, and subscriptions.
This template helps individuals and companies manage short-term Airbnb rentals.
50/30/20 budget tracker
The simplest way to keep track of your budget and finances.
Keep track of money invested, and view current liquid value, total growth, average yearly growth, etc.
Decentralized finance tracker
Helps you manage and track your DeFi projects, nodes, vaults, stakings, giveaways, and more.
A finance tracker and budgeting tool to capture, calculate and store your monthly income, expenditure and yearly profit & loss.
Stay on top of your assets, net worth, and liabilities.