Do you ever feel like your finances are a juggling act that’s about to come crashing down at any moment? Between bills, budgets, and investments, it’s easy to feel overwhelmed and underprepared. But what if there was a way to keep all your financial information organized and easily accessible in one place?
Enter Notion, the ultimate productivity and organization tool. With its customizable templates, you can have a finance tracker that works best for you.
In this post, we’ll explore the best Notion finance tracker templates to help you manage your money like a pro. Say goodbye to the chaos and hello to financial clarity!
Is Notion Good for Finance Tracking?
Yes, Notion is an excellent tool for finance tracking. With its flexible templates and customization options, you can create a personalized finance tracker that fits your specific needs.
In Notion, you can create tables to track expenses, income, and investments, set reminders for upcoming bills or payments, and even create goals to track savings progress.
Using various Notion widgets, you can also generate reports and visuals to help you better understand your spending habits and financial goals.
Best Notion Finance Tracker Templates for Smarter Money Management
The Notion budget 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 help users with tracking their expenses, setting up savings goals, or managing monthly bills.
1. Ultimate Notion Finance Bundle
Ultimate Notion Finance Bundle is a set of 5 all-encompassing finance templates created by a seasoned finance expert with over ten years of experience in the field. The templates are designed in such a way that they provide users with all the necessary tools to meet their financial planning and tracking requirements.
The 5 individual templates include:
- Expense Tracker
- Income Tracker
- Budget Tracker
- Debt Tracker
- Sinking Funds Tracker
The Ultimate Notion Finance Bundle makes managing your finances an easier task. The templates allow you to effortlessly monitor your spending habits, maintain credit scores, create a budget, track savings, and other finance-related activities.
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 wherein you can keep track of your monthly/yearly taxes, expenses broken down by category, money invested, and many other things.
When you add a payment, it automatically updates your transactions, payment/revenue method selection, and bank account balance.
It also has a dynamic stocks dashboard that will show you an overview of all of your investments, so you can easily follow market trends directly from Notion.
- One database for all
- Track monthly and yearly taxes
- Visual representation of your finances using charts
- Wishlist with progress bar
3. Ultimate Accounting and Book Keeping Toolkit
The Ultimate Accounting and Book Keeping Toolkit template is a comprehensive bookkeeping system that can help you streamline your financial tracking, client payment management, scheduling, and contact information management all in one location.
This customizable template allows you to keep track of your finances as per your preference and manage your clients’ information and project details effectively. Whether you are a freelancer, solopreneur, or business owner, this template provides tools to meet your financial tracking and management needs.
- Effortlessly track income and expenses in one central location
- Keep track of debt payments, create savings funds, and budget efficiently
- Manage bank accounts centrally and calculate your net worth to assess your financial position effectively
- Create invoices, store key contact details, set goals and events, and store key knowledgeable resources.
- Manage clients and projects under one workspace and track their progress efficiently.
- For businesses, manage teams, allocate work, and mark attendance to make payroll processing more streamlined.
If you’re looking for an all-encompassing bookkeeping and financial tracking system, the Ultimate Accounting and Book Keeping Toolkit template is worth checking out.
4. 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.
- Notion FIRE Finance Dashboard
- Auto reports
- Embed charts
- FIRE Finance Calculator
5. 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 Notion. There are three versions of the finance tracker to help you choose the one based on your preference.
- Transactions & Budget Tracker
- Accounts manager
- Subscriptions and Goals Tracker
- Investment Tracker
6. 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.
- Income tracker
- Expense tracker
- The “Add a new month” template
- It is freely available
6. 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 are monthly and yearly costs of them.
The template also lets you set reminders so that you never forget to cancel your subscription on time.
- Subscriptions Statistics
- Flexible Billing Options
- Monthly and Yearly Costs Calculated
8. Personal Finance Tracker
A simple Notion budget tracker template allows you to add income and expenses to the database table. You get an overview tab that shows the total income and expenses 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.
- Monthly reports and yearly reports
- Monthly recurring incomes and monthly recurring expenses
- Classic table view
9. 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.
- 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.
Wrapping Up: Best Notion Budget Template
Notion finance templates are an excellent way to streamline your financial tracking and management. These templates offer a range of customizable features to suit your specific requirements, enabling you to manage your budget, track expenses, and plan your finances effortlessly.
For individuals looking for an effortless solution to manage their finances using Notion, I highly recommend the Ultimate Notion Finance Bundle. This top-notch bundle is created by a finance expert and offers a complete set of tools required for personal financial tracking and planning.
On the other hand, if you are a business owner or organization looking for a comprehensive bookkeeping system, the Ultimate Accounting and Book Keeping Toolkit is an excellent choice for you. With its customizable features and all-in-one workspace, this toolkit can revolutionize how you manage and track your business’s financial information, client details, and project details.