Notion Budget Tracker Templates

Manage your Finances in Notion [2023 Edition]

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On this page, I am showing you 7+ awesome Notion budget tracker templates for managing your personal finances. 

Learning how to manage your finances, tracking your monthly expenses, and staying on top of your budget is important for everyone, not just in times of rising prices and a financial crisis on our doorstep.

Classical Budget Trackers

Automated Finance Tracker

Automated Finance Tracker by Notion creator Dave

This automated finance tracker is a great option for those who have much more extensive financial planning needs. With this Notion template, you benefit from features such as:

  • A unique related database
  • Automated bank account checker
  • Income & expenses tracker
  • Monthly & yearly overview
  • Tax calculator
  • Pre-compiled templates for different transaction
  • Wishlist, cards & investments tracker
  • Mobile app & video guide

Since the budget tracker allows you to automate your finances with simple pre-filled formulas, you can focus on just entering the numbers and letting the tracker do the work for you.

Price: $14

Notion Finance (FIRE) Dashboard — Hugh

Notion Finance (FIRE) Dashboard by Notion creator Hugh

This Notion template uses the FIRE framework, also known as the Financial Independence, Retire Early. The idea is that if you build an intentional framework for yourself, you can plan your savings and retire early. Keeping that in mind, it has features such as:

  • Monthly & Yearly reports
  • Goal setting
  • Log transaction patterns
  • Subscription tracker
  • Loan tracker
  • Store coupons

This Notion finance template has everything a person needs to track their spending and reach their income goals.

It’s very comprehensive and sets realistic expectations about your financial goals, and even prompts you if you’re lagging or succeeding in achieving them.

Price: $10

Ultimate Finance Tracker — Easlo

Ultimate Finance Tracker by Notion creator Easlo

The Ultimate Finance Tracker is an excellent Notion template for managing your personal or business finances.

It can help you track all your expenses on one dashboard and shows how much money you have left under each fund. It also allows you to track subscriptions. It includes features such as:

  • Account reports
  • Goal tracking
  • Monthly budgets
  • Monthly & Yearly view
  • Income/ Expense/ Subscription tracking
  • Notes & Receipts

From tracking expenses and incomes to maintaining notes and receipts, it gives you a zoomed-out view of what’s happening. It helps you budget better in the future too.

Price: $49

Financial Mastery Notion Template

Financial Mastery by Notion creator Daniel Canosa

The Financial Mastery by Daniel Cardosa gives you a comprehensive view of every single cent that moves in and out of your bank account. It includes features such as:

  • Side-by-side view of expenses
  • Complete reports with all expenses & income
  • Reports by year and month
  • Group information under different categories
  • Mobile app for easy input
  • Comprehensive walkthrough

Because of the complete walkthrough, you can adapt the tracker to your needs. Using the mobile app, it becomes easy to input the expenses using a simple table that automatically transfers the content to the Notion template without worrying about Notion’s clunky mobile version.

All of this can be compared to lifetime data and helps you understand your finances better.

Price: $10

Free Notion Finance Tracker

Free Notion Finance Tracker by Notion creator Misha

Misha’s Notion Finance Tracker is a free Notion budget template.

If you’re looking for a simple-to-use dashboard, this might be the right template for you! It has an income and expense tracker, and you can add a new month with a single click.

With these features, you can make a budget on Notion without getting lost in all of Notion’s functionalities.

Price: Free Notion Template

Rich Finance Tracker

Rich Finance Tracker offers a comprehensive solution for those aiming to manage and grow their finances seamlessly. The tool allows users to globally track their finances, ensuring that they never lose sight of their assets and are on the path to financial freedom. All financial accounts and transactions, from income to expenses and investments, are centralized for easy management, updating bank balances automatically with each transaction.

Diving deeper into investments, the tracker provides dynamic dashboards for stocks and cryptocurrencies. Users can effortlessly monitor market trends within Notion, eliminating the need to switch between brokers and portfolios. This holistic approach ensures that investments are always aligned with market movements.

The package is comprehensive, with prefilled examples for various financial scenarios. It categorizes account types like Cash, Personal, PayPal, and Stripe and provides details on transactions, recurring activities, and loans.

Price: $15

Aesthetic Notion Budget Template and Subscription Tracker

This simple, user-friendly, and aesthetic Notion budgeting template makes it easy to set a monthly cap for your spending and then enter all your expenses into the built-in database.

It also allows you to track your subscriptions.

This Notion template was created by me and is the system I am using myself for managing my personal finances.

What is included in this Notion template?

  • Expense Tracker
  • Different Spending Categories
  • Subscription Tracker
  • Expense Categories
  • Monthly Reports
  • Annual Reports

Price: $19

Learn more about Notion Budget Trackers

Notion is an all-in-one workspace tool that allows users to write, plan, collaborate, and organize tasks. Its flexibility and customizable templates make it suitable for budget and subscription tracking.

Notion uses encryption to protect your data both in transit and at rest. However, always be cautious and avoid storing sensitive details like full account numbers or passwords.

Direct bank integrations are not a feature of Notion. However, third-party integrations or manual updates are possible.

Yes, Notion offers mobile apps for both iOS and Android, allowing you to access your trackers anywhere. However, most people prefer the Desktop version. If you want to use Notion as a mobile budget tracker, make sure to acuire a template that is tested with the mobile version.

Notion is highly customizable. You can modify templates or create your trackers from scratch to fit your financial needs.

Most of the mentioned templates don’t have built-in multi-currency support, but you can customize fields to track expenses in multiple currencies manually.

Yes, Notion allows collaboration and sharing of individual pages or entire workspaces with specific people. However, when you purchase a Notion template, the terms and conditions will in most cases not allow sharing this template with others.

While Notion is user-friendly, its vast array of features might present a learning curve for complete beginners. However, with available tutorials and community support, most users quickly get the hang of it.

Yes, you can set reminders for specific dates in Notion, which can notify you about upcoming payments or renewals.

  1. Open Your Notion Page: Navigate to the Notion page where you want to set the reminder.

  2. Create or Select a Date Property:

    • If you’re using a database (like a table or board), ensure you have a Date property type. If not, add one by clicking on + Add a property and then select the Date type.
    • If you’re not using a database, you can just type /date anywhere in your page, and it’ll give you a date picker.
  3. Pick a Date: Click on the date property or the date you just added. A calendar will pop up. Choose the desired date for your reminder.

  4. Set a Reminder:

    • After selecting the date, you’ll see a Remind option just below the calendar.
    • Click on Remind, and you’ll get options to set a reminder. You can choose to be reminded at the exact time, a day before, a few days before, a week before, etc.
    • Choose your preferred time for the reminder.
  5. Notification: Once set, Notion will send a notification to the device where you have the Notion app installed, be it on desktop or mobile. Make sure you have notifications enabled for Notion on your device.

  6. Reviewing Reminders: To see all reminders and tasks in one place, use the @ command anywhere in Notion and select @reminders from the dropdown. It’ll show a list of all reminders set across all your pages.

Notion has a free tier, but for extensive use and advanced features, there are paid plans available.

Yes, Notion supports exporting data in various formats like CSV, HTML, PDF, and Markdown.

You have better control over spending habits

Sometimes you spend too much on something without realizing it, and the next thing you know, you don’t have enough money left for anything else.

Now, you have to compromise or worse—wait until next month to buy the things you need.

By tracking your personal expenses and budgeting, you can avoid these issues. What’s even more important is that you can cut out unnecessary expenses, optimize your spending habits and buy things that really matter.

You become less money-conscious

It sounds counterintuitive, but it’s true. Money is a source of anxiety for many as it fuels our daily lives. When there’s an unpredictability factor associated with it, it leads to many problems.

By tracking your expenses, you know what you can spend on and, more importantly, what you can’t.

You become more confident about your financial goals

Most teens or those in their 20s don’t track their expenses. But if you start building good habits now, you’ll make better and more realistic financial goals—and eventually reach them.

Using Notion templates for tracking your budget comes with compound benefits

As financial experts note, the more you save, the more financial growth you’ll see in the future.

If you begin investing in your 20s, you’re bound to reach your financial goals a lot earlier than those who don’t. But to be able to invest, you need to begin saving and that can only happen by keeping a tab on your spending habits.