Finance Tracker for Notion

Want to dip your toes into personal finance tracking without a steep learning curve? This Finance Tracker is the perfect starter template. It offers a simple, user-friendly way to record income, expenses, and monthly budgets. Keep all your financial data in one place and get a clear snapshot of where your money goes.

This template includes a small cost to support my work. If the cost is a barrier, you can still get it for free on the Notion Marketplace. If you choose the free option, please consider leaving a review, sending a kind message, or providing any support you can. Your feedback truly means the world!

Key Features & Benefits:

• Expense & Income Table: Quickly log transactions with date, category, and amount. A built-in formula tallies your totals automatically.
• Basic Budgeting: Set a monthly budget for each category (e.g., Groceries, Entertainment) and track how much you have left to spend.
• At-a-Glance Dashboard: A single page displays total income, total expenses, and net surplus/deficit.
• Category Summaries: Filter or group by category to see exactly where your biggest expenses lie.
• No Overwhelm, No Cost: This minimal setup is free and intuitive—perfect for students, beginners, or anyone wanting a quick overview of finances.

How to Use:

1. Duplicate & Name Your Categories: Once duplicated in your Notion, tweak or add categories that fit your spending habits (e.g., “Rent,” “Gym,” “Dining Out”).
2. Log Transactions: Whenever you earn or spend money, hit “New” in the Transaction table. Enter the amount and select the category.
3. Set Monthly Budgets: In the Budget section, define how much you want to allocate per category each month.
4. Review Weekly: Check your spending against the budget at least once a week. If you’re overshooting, adjust to stay on track.
5. Upgrade Anytime: If you need more advanced features (like detailed reporting or advanced formulas), consider the paid “Notion Finance Manager Template.” But for now, this free version covers your basics!

Ready to start watching your finances more closely? Download the Finance Tracker for Notion and build healthy financial habits, one transaction at a time—no fuss, no cost.