It's hard to manage your money when you're on the go. There are so many apps out there, it's overwhelming!
The Notion is an all-in-one productivity app that can help you pretty much do everything. It has templates for various use cases and finance is one of them.
Notion finance template can be helpful for various purposes, just like tracking your expenses, setting up savings goals, or managing monthly bills and subscriptions.
The templates will help you save money and time by providing you with a simple way to get your finances in order.
In this article, let's look at some of the best Notion finance templates out there to help you manage your money.
Best Notion Finance Template To Manage Your Money
While Notion cannot replace budgeting software such as QuickBooks or Freshbook, it is a great tool if you are running a small business or if you want to use it to track personal finance.
The Notion finance templates that I mention below are designed to help users achieve financial goals by organizing their finances in an easy-to-use format.
The templates can be found to help users with tracking their expenses, setting up savings goals, or managing monthly bills.
1. Smart Finance Tracker
Smart Finance Tracker is an all-in-one Notion budget dashboard for automating, visualizing, and managing your finances. With this template, you will never lose track of your finances, and it will assist you in creating an ideal budget and goal.
Smart Finance Tracker allows you to track your stocks, cryptocurrency, and investments directly into the Notion. There are three versions of the finance tracker, with one version being superior to the others.
Key Features:
- Transactions & Budget Tracker
- Accounts manager
- Subscriptions and Goals Tracker
- Investment Tracker
2. Automated Finance Tracker
Automated Finance Tracker lets you easily keep track of your expenses, investments, and more in a single dashboard. This template provides you with a separate section where you can keep track of your monthly/yearly taxes, expenses broken down by category, money invested, and many other things.
It automatically updates your transactions, payment/revenue method selection, and bank account balance.
Key Features:
- One database for all.
- Track monthly and yearly taxes
- Auto-update Bank Account
- Save money on Products
3. Notion Personal Finance Dashboard
Notion Personal Finance Dashboard is a budget Notion Template dedicated to people who are committed to a plan of extreme savings and investing in order to retire far sooner than traditional budgets and retirement plans would allow. This template helps track your expenses, automate monthly reports, and work towards financial independence.
Notion Personal Finance Dashboard provides you with a calculator to help determine the amount and time required to achieve financial independence.
Key Features:
- Notion FIRE Finance Dashboard
- Auto reports
- Embed charts
- FIRE Finance Calculator
4. Notion Finance Tracker
Notion Finance Tracker is a free, simple yet powerful Notion budget template for keeping track of your money. With this template, you can easily keep track of your monthly income and expenses.
Key Features:
- Income tracker
- Expense tracker
- The “Add a new month” template
- Free
5. Subscription Tracker Notion Template
This is a simple yet powerful subscription tracker that can help you manage your subscriptions. You can have an overview card that tells you how many active subscriptions you have and what is monthly and yearly costs of them.
The template also lets you set reminders so that you never forget to cancel your subscription before time.
Key Features:
- Subscriptions Statistics
- Flexible Billing Options
- Monthly and Yearly Costs Calculated
6. Personal Finance Tracker
A simple Notion budget tracker template that offers you to add income and expenses to the database table. You get an overview tab that shows the total of both income and expense based on months and the balance you have for that particular month.
It also shows the total income and expenses for a full year which gives you a complete picture of your finances.
Key Features:
- Monthly reports and yearly reports
- Monthly recurring incomes and monthly recurring expenses
- Classic table view
7. Personal Finance Tracker Template
The Personal Finance Tracker allows you to keep track of your personal expenses, income, and financial goals all in one place. This template will assist you in staying on top of your finances on a regular basis, as well as meeting your income targets, by providing you with a monthly/quarterly budget summary.
The Income Goal Tracker will show you the percentage of progress you've made so far. You can also easily manage your monthly and annual subscriptions.
Key Features:
- Income Goal Tracker
- Record Expenses and Income
- Organize your subscriptions
- Budget Overview
- Cashflow Database
That's it! I hope you found this Notion finance template list helpful.
I recommend the first template because it includes features from both templates as well as some extras like expense categorizing. In addition, the template works in both light and dark modes.
