12+ Best Finance & Budget Notion Templates [2023]
The beauty of Notion lies in its ability to handle a wide range of tasks with ease.
If you're looking to manage your personal finances, I've put together a list of my favorite budget templates - both free and paid - for Notion. These Notion Finance templates can simplify the process of monitoring your income and expenses, planning budgets for the future, and even working toward early retirement.
And if you're hungry for even more Notion resources, don't miss my comprehensive list of free Notion templates. In addition to budget templates, I've curated a collection of aesthetic Notion templates and created my own premium Notion templates to make you 2x productive.
Now, let's dive right into the budget templates and see how Notion can help you manage your finances like a pro!
1. Notion Ultimate Finance Tracker
Say goodbye to financial stress and hello to peace of mind with the Notion Ultimate Finance Tracker. Track and manage all your finances from one place.
The Notion Ultimate Finance Tracker delivers a new aesthetic way to stay on top of your money. It's a powerful and flexible tool designed to help you track and manage finances effortlessly.
Key features:
- Dashboard. View your entire finances from a single dashboard.
- Income Tracker. Track your income, sort, categorize and visit reports
- Expenses Tracker. Track expenses and see where you spend the most.
- 13+ Notion templates. More than 13 Notion templates will help you stay in control of your finances.
I genially think it's the best option for those who are new to Notion and powerful for old-timers. Notion Ultimate Finance Tracker template has straightforward instructions on how to get started. As well as an explanation of why it's beneficial for you. It’s also pre-filled with examples to make the start of use more intuitive.
Bonus: You get two different aesthetic Notion style versions with a single purchase free of charge.
2. Free Notion Finance Tracker
If you're looking for a free Notion template for finance tracking, start with this one. Also, discover my all free Notion templates.
Use this Notion Finances Tracker to track your income and expenses, and learn from automatic summaries. Rated 5 stars from 336 reviews on Gumroad.
What's inside:
- a space to track all your income streams
- a space to track all your expenses
- and automatic financial summaries every month
3. Free Notion Subscription Tracker
Do you forget to cancel subscriptions? You might lose money.
Use the Notion Subscription Tracker to list your active subscriptions. Cancel the ones you don't need on time.
What's inside:
- A place to write all your active subscriptions
- A place to write all your payments
With this Notion template, you can track and check your subscriptions and save money too.
4. 70/20/10 Notion Budget Tracker
A straightforward Notion financial planning system for those who just want a simple way to plan and keep track of their budget and finances.
In the 70/20/10 Notion budget system:
- 70% of your income is allocated to needs and wants
- 20% to savings and investments
- 10% to debt repayment.
This Notion budget system motivates you to save at least 20% of your income, which is critical for financial security. If you are debt-free, you can allocate the 10% to donations or anything you want.
5. 50/30/20 Notion Budget Tracker
A hassle-free financial planning method is perfect for individuals seeking a simple approach to organizing and monitoring their budgets and finances.
In the 50/30/20 Notion budget system:
- 50% of your income is allocated to needs
- 30% to wants
- 20% to savings or paying off debt.
This system promotes balanced spending habits and encourages consistent saving, contributing to a healthier financial future and a greater sense of financial security.
6. Savings - Notion Goal Setting & Balance Sheet
Gain control over your financial situation by tracking your cash flow and comparing it to your savings objectives using this easy-to-use income and expense Notion template.
All you need to do is enter your income, expenses, and savings targets, and the template will automatically provide a summary for you! Manage all your wallets and monthly transactions with ease.
This Notion Budget template not only helps you stay organized but also offers valuable insights into your spending habits and progress toward your financial goals, empowering you to make informed decisions for a more secure future.
7. Money Caretaker
Been living paycheck to paycheck not knowing when your balance dwindles to 0? The Money Caretaker helps you make conscious finance choices by helping you set a budget system each month and returns feedback on your expense summary. This helps you stabilize and predict your cashflows over time.
What's inside:
- Set Budget Estimates
- Log Transactions
- Graphical Representation of Summaries
- A monthly summary of Expenses, Income
- Dashboard Overview for each month, Budget Category, and Year
- and more
8. Notion Digital Budget And Finance Planner
Manage and control where your money goes with this complete, fully automated Notion budget and finance planner! Reaching your saving and investment goals is made easier with progress trackers and income/expense logs one click away.
What's inside:
- Account Balances Tracker
- Budget Tracker
- Savings and Investments Tracker
- and more
9. Money Jars System
Have clarity on how you can manage your money while enjoying it. This Notion finance tracker is structured in a way to see how much are you saving and spending.
What's inside:
- Guide and Documentation to the Money Jar System
- Track Money In and Money Out (with Charts)
- Jar Balances
- and more
10. Financial Mastery - Notion Template
Simple, yet effective Notion template.
What's inside:
- Have a unified way to track your income
- Separate your business from your personal expenses
- Create categories so you can group
- Get automatic monthly and yearly financial reports
11. Ultimate Personal Finance Dashboard For Notion
Aesthetic Ultimate Personal Finance Dashboard for Notion. 10+ pre-built templates and tools to make finances fun.
What's inside:
- Income Tracker
- Expense Tracker
- Budget Status Tracker
- Financial Habit Tracker
- and more
12. Simple Spending Tracker
Elevate your personal finance management with this free Notion finance tracker, available in both stylish and minimalist designs.
What's inside:
- Record and categorize all expenses, including recurring and one-time purchases
- Use emojis to express how each purchase made you feel, promoting intentional spending
- Switch to calendar view for an overview of your spending timeline
- Review a monthly summary to assess your budget performance
- and more
13. Finance & Budget Tracker Notion Template
Take Control of Your Finances With This Easy-to-Use Finance Tracker Notion Template
It helps you keep track of, analyze, and manage all your finances in Notion. You can accurately organize and budget, so you can have more control over your finances and customize it to fit your needs.
What's inside:
- Easy-to-use interface
- Track Income and Expenses
- Track Budgets
- and more
Which Notion finance tracker template do you prefer? If you have any suggestions for other budget templates, please share them in the comments section below.
Frequently asked questions
Is Notion good for finance tracking?
Yes, Notion is a great tool for finance tracking! You can use Notion to keep track of your expenses, income, budget, and more. Notion's flexible database structure allows you to customize it to fit your specific needs.
There are also many free and paid Notion templates available for finance tracking that you can use as a starting point or inspiration for your own finance tracker.
How do I create a finance tracker on Notion?
Here's a simple 5-step guide on how to create a finance tracker on Notion:
- Create a new page in Notion and select "Table" as the page type.
- Define the properties you want to track, such as "Date," "Amount," "Category," and "Notes." You can add additional properties as needed.
- Start adding your transactions to the table. You can also import data from other sources, such as a CSV file.
- Use the sorting and filtering options in Notion to analyze your finances and gain valuable insights. For example, you can sort by category to see how much you're spending on different types of expenses, or filter by date to see how your spending has changed over time.
- Customize your finance tracker further by adding charts, graphs, or other visualizations to your page. You can also create custom views or dashboards to display your data in different ways.
There are also many free and paid Notion templates available for finance tracking that you can use as a starting point or inspiration for your own finance tracker. These templates can save you time and provide you with ideas for how to structure your tracker.
Is there a budget template in Notion?
Yes, there are many free and paid budget templates available for Notion that you can use to track your expenses and manage your finances. These templates range from simple tables to more complex databases with charts, graphs, and other useful features.