When managing your finances, having the right tools can make all the difference. Notion finance trackers make it easier than ever to keep tabs on your cashflow, budget for the future, and even make strides towards early retirement.
We’ve gathered the best finance templates out there – from minimal designs to comprehensive dashboards. so you can find the perfect fit for your needs. Let’s dive in and explore these Notion finance tracker templates!
If you’re interested in more templates like these, check out our post gathering the best Notion budget templates and track your investments with the best Notion stocks and investment templates!
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Table of Contents
- All-in-One Notion Finance Templates
- Notion Templates for Budgeting
- Notion Templates for Expenses
- Other Notion Finance Templates
- Free Notion Finance Tracker Templates
All-in-One Notion Finance Templates
From monitoring bank balances to tracking expenses to reaching your financial goals, all-in-one finance templates are a one-stop shop for keeping your accounts in check. Scroll down for a few of our favorite finance templates for Notion!
The Ultimate Personal Finance Dashboard for Notion
The Ultimate Personal Finance Dashboard template is a one-stop-shop for all things personal finances and budgeting!
Get your finances streamlined and organized with everything you need — from advanced income and expense tracking to a connected budget status tracker by monthly averages, recap of top income streams and spending categories, total net worth tally, financial habit tracker, trip budgeter, rate calculator, and even a bonus “$10K in 100 days” savings challenge! Not to mention beautiful visuals, priority customer support, and built-in tool tips for easy onboarding.
The template is available in two different themes, offering the same functionality:
Or, get the template integrated with the all-in-one Life OS template:
- Life OS Template Here (with Finance Tracking)
Notion x Finance Template
Notion x Finance is a tool designed to make managing your finances easier and more efficient by providing a clear view of your cash flow, and identifying areas where you can improve your wealth. It allows you to track all of your accounts in one place, and presents your financial information in a visual and intuitive way. The user-friendly interface is also customizable to fit your needs and help you reach your financial goals faster!
Notion Finance Tracker Dashboard
This Notion finance tracker dashboard lets you comprehensively track your costs, income, expenses, account balances, and more. Keep up with your monthly subscriptions, view your remaining budget percentages, and transfer funds between different accounts. The feature-rich databases are set up to display your expenses and income, making planning for the future a breeze. Monthly, quarterly, and yearly reports let you take stock of your finances and goals regularly.
Ultimate Notion Finance Bundle
Great for new Notioners, the Ultimate Notion Finance Bundle contains 5+ templates for managing your moolah. From maintaining your credit score to tracking debts to calculating your net worth, the Ultimate Notion Finance Bundle can help you secure your financial future.
The Bank – Notion Finance Template
This Notion finance template is designed to help you stay on top of your finances by setting goals, tracking expenses, and reaching your income targets on a monthly basis. ‘The Bank’ features an easy-to-use daily layout and an organized category spending section, making it the perfect tool for budgeting beginners. With a goal-oriented system, this planner provides a clear roadmap for your financial progress, week by week. Whether you’re new to budgeting or need a fresh start, this template will help you manage your finances.
Notion Vault OS
Download Notion Vault OS if you’re struggling to understand your spending habits. In this tracker’s financial overview section, you can plainly see monthly, quarterly, and yearly expenses and income, as well as activity in your various accounts. Trackers for your costs, subscriptions, savings, and budget ensure you don’t accidentally overspend.
Check out our full round-up of Notion subscription tracker templates!
Rich Finance Tracker for Notion
With the Rich Finance Tracker Notion template, you can effectively track, make, spend, invest, and grow your money all in one place! The tracker is integrated with systems that allow you to manage your finances from anywhere, making it easy to monitor your assets and achieve financial freedom.
Emotional Finance Tracker
The Emotional Finance Tracker is an aesthetic Notion finance tracker with unique features like a spending calendar and expense reflection page to change how you view your finances. Transform your rocky relationship with money by downloading this template aimed at helping you achieve financial freedom!
Ultimate Finance Tracker for Notion
With pages for your income, expenses, accounts, loans, and subscriptions, the Ultimate Finance Tracker for Notion is the complete package. Use the buttons in the sidebar to quickly record your income, expenses, and bills. Getting around is a breeze, thanks to the intuitive navigation menu on the front page. You’ll also find instructions throughout in case you get stuck.
Minimalist Notion Finance Tracker
This template’s got a minimalist and airy facade, but don’t be fooled – there’s a ton under the hood. With Easlo’s Finance Tracker template, log everything from your income, expenses, receipts, debts, and so much more. It even includes tools like bill splitting, subscription tracking, and renewal reminders!
Template Available Here | Bundle Available Here
FI.RE OS
Want to leave the rat race behind? FI.RE OS is a tracker designed to help you calculate and reach your Financial Independence, Retire Early (FIRE) number: the amount you’ll need to retire.
Ideal if you have multiple revenue streams, FI.RE OS includes real-time profit and loss investment updates, an automated savings tracker, and monthly budget databases. With 10 databases and 40 FIRE resources, FI.RE OS can help you reach your financial goals earlier than expected.
Minimal Finance Dashboard
The minimal but mighty Notion Finance Tracker provides 25 account categories and 13 income categories to help you keep up with your cash flow. The Minimal Finance Dashboard features databases for various accounts, including your savings, credit cards, PayPal, and Wise. Set financial goals, account for wish list expenses, get bill reminders — all with this slick, simple Notion template!
Aesthetic Notion Finance Tracker & Journal
Gone are the days of personal finance being plain and boring. Use this aesthetic Notion finance template to track your monthly expenses, monitor your debt, journal your spending, and more – all while having something pretty to look at.
Account, Finance & Invoice Manager
You’ll love the Account, Finance & Invoice Manager template if you’re a budding business owner looking to level up your finances. Manage your client lists, invoices, projects, and accounts all in one handy spot. This isn’t just a finance tracker — it works as a great project management template for solopreneurs and freelancers.
Notion Ultimate Finance Board
Take some of the stress out of managing your finances with the Notion Ultimate Finance Board. The minimalist finance Notion template displays your monthly spending, account balances, and expenses/income for full transparency over your money management. Break out expenses by category, add items to your wishlist, and more with this all-in-one template.
Personal Finance Tracker Template
With the Personal Finance Tracker, easily track what comes in, and what goes out, to hit your financial goals. The personal finance dashboard lets you record and monitor your income and spending by category, and even aggregates your past spending habits across months and years.
Simple Personal Money Manager
This personal money manager template provides a comprehensive view of your financial picture, allowing you to track your income, expenses, and net balance in a detailed and organized layout! With its simple and intuitive design, you’ll be able to quickly understand your financial situation and discover new opportunities for managing your money.
The template also includes a way to input your monthly income and expenses, a balance calculator to show a monthly breakdown, and an overall view of your total net balance.
Notion Templates for Budgeting
Devising a budget is a great way to boost your savings. Notion budget templates teach money-saving techniques and contain handy tools to help you stay ahead of your bills. Scroll down for some of our favorite Notion templates for budgeting!
Notion Money Jars Template
The Money Jars concept by T. Harv Eker is a unique approach to personal finance – built for you to organize your money into 6 different purposeful jars: Necessities, Long-Term, Play, Education, Financial (investments), and Give. Now, thanks to this Notion template, you can seamlessly incorporate this concept into your digital workspace.
Notion Budget & Finance Planner Template
Take charge of your budgeting with the Budget & Finance Planner Template! Achieve your savings and investment goals effortlessly with built-in progress trackers and one-click income and expense logs. Ideal for Notion beginners, the template is simple to use, and even comes with a comprehensive manual and walkthrough video!
50/30/20 Monthly Budget Template
The 50/30/20 template is based on Elizabeth Warren’s book, All Your Worth, dividing your income into needs, wants, and savings. This no-frills template displays databases with summaries and breakdowns of expenditures in each 50/30/20 category.
Notion Money Jars System
Also based on the Money Jars concept, the Notion Money Jars System features a different layout with a sidebar displaying your finance templates and databases in one spot for easy navigation. Monthly analytics, jar expenses, and jar balances are all clearly visible on the template’s home dashboard.
Notion Finance & Budget Planner
This all-in-one finance template lets you set financial goals, create wishlists, and auto-calculate your net worth, making it easy to make your financial goals a reality. Highly customizable and with a straightforward design, you can easily edit the Notion Finance & Budget Planner to meet your saving needs.
Finance & Budget Tracker for Notion Template
Finance & Budget Tracker for Notion Template features 8 databases for your bills, goals, subscriptions, accounts, and more! The monthly budget database is super helpful, showing the percentage of your budget spent for each individual bill.
Notion Templates for Expenses
Do your expenses stack up and you don’t know how? Notion templates for expenses can show you exactly where you’re splashing your cash. Check out some of the best Notion expense templates below!
Notion Financial Control & Expenses Template
The Notion Financial Control & Expenses Template features a database for your expenses, showing flexible and fixed expenses, your budget, and the percentage of funds remaining. Head to the Financial Control page to view your annual expenses for different categories and your annual balances to see your remaining money.
Notion Ultimate Bills Tracker
Keeping track of your bills is a breeze with the Notion Ultimate Bills Tracker. This Notion expenses template keeps all your bill info in one place, including the priority, payment status, and frequency of recurring payments. Sort expenses into categories like groceries, loans, and travel, or create your own categories to make it ultra personalized!
Other Notion Finance Templates
Need a niche finance template? From keeping tabs on investments to growing your net worth, here are a few of the best alternative Notion finance templates.
Notion Debt, Cashflow, & Net Worth Tracker Template
The key components when tracking your finances are managing your debt, monitoring cashflow, and ultimately understanding your net worth. Use these Notion templates to keep your financial standing in check by reducing debt and re-evaluating your future moves!
Templates Available Here:
Notion Investment Tracker
Simplify investment portfolio tracking with this convenient template! The Notion Investment Tracker shows all your investments, as well as your profit dividends and portfolio allocations, all in one easy-to-understand database.
Notion Net Worth Tracker
Grow your bank account and achieve your financial goals with the help of the Notion Net Worth Tracker! Available in over 36 currencies, this template shows you net worth goals, your current account balance, and how much you’ve earned since the start of the year. Minimize costs and maximize your savings by reducing liabilities and increasing your assets using this straightforward tracker!
Notion Debt Tracker
Don’t be left fretting about whether you’ve paid an important bill. The Notion Debt Tracker displays your active debt lists and payment histories to help you stay on top of your arrears. The automatic interest calculator means you’ll get no nasty surprises when your next bill rolls around.
Finance Compass 2.0 – Trading Journal & Investment Template
The Finance Compass is an all-in-one Notion template for managing your financial assets and tracking your investments. With its powerful features, you can easily manage your portfolio, track the performance of your trades, and keep everything organized in one place. This template stands out for its ability to simultaneously monitor multiple types of assets, such as stocks, cryptocurrencies, currencies, and metals, in an easy-to-use dashboard, as well as an unrestricted number of accounts!
Notion Crypto Tracker Template
Monitor your digital currency holdings all the way to the moon with this Notion crypto tracker template! Organize your holdings, summarize your transactions, plan future buys, and more.
Simple Student Finance Tracker
Everything you need to keep your finances organized and under control, in one simple template. Perfect for students, this Notion tracker has all the properties you need to stay on top of your finances. It includes multiple account tracking, a calculator widget for quick calculations, a wishlist section, reminder tracking for rent, EMI, bills and subscriptions, and lots more!
Looking for more student-geared templates? Check out our round-up on the best Notion templates for students.
The Business Calculator
Managing your business finances can be tedious and time-consuming – but it doesn’t have to be. With The Business Calculator, you can save time and focus on what you love: growing your business and creating valuable products or service! This template simplifies the process of calculating your costs, expenses and income by providing clear and easy to use calculation tables. No need to worry about complicated terminology, just input your sales, expenses, taxes, and any fees and let the template do the rest – everything will be sorted and calculated automatically.
For more Notion templates like this, don’t miss our roundup of the best Notion templates for business.
Minimal Finance & Crypto Tracker
This Notion template includes all the essential elements of a finance tracker, but also gives you the ability to take control of your finances and improve your wealth. This Notion finance tracker stands out from the rest by tackling the common problems that other trackers have, such as missing budget creation and investment tracking, and not being able to set up recurring expenses. With this template, you can track your finances, crypto or other investments, and create budgets like a pro.
Free Notion Finance Tracker Templates
Get your finances in order with our curated collection of the best free Notion finance tracker templates. Perfect for personal finance beginners, check out these simple templates for budgeting, expense tracking, income tracking, and more if you want to explore before committing to a premium pick.
Don’t miss our post on free Notion templates for more great starter templates!
Simple Spending Tracker
Journal and categorize your expenses with the Simple Spending Tracker, made by yours truly! This aptly named template boasts several built-in spending categories, an emoji sentiment rating to reflect and spend more intentionally, and a summary at the end of each month to review how under or over budget you went.
Business Finance Dashboard
With the help of the MagicBeans Notion finance tool, the Business Finance Dashboard lets you track your revenue, invoices, expenses, and more through detailed, visually pleasing charts.
Simple Finance Tracker
The minimalist Simple Finance Tracker tells you everything you need to know about your accounts, income, and expenses without any unnecessary clutter!
Notion Shared Expenses Template
Collabing on your finances with your partner or roommate is essential to a healthy relationship. The Notion Shared Expenses Template Lite lets you assign individual budget amounts and split expenses evenly so you can quickly work out who owes what.
Notion Finances Tracker
Looking for a simple free Notion finance tracker? This template will help you set up straightforward databases for your savings, income, costs, budget, and more!
Notion Income Tracker
The Notion Income Tracker can help you monitor your monthly income and group it into different categories so you can effectively manage your available funds.
Notion Expenses Tracker
Manage your money comings and goings with the Notion Expenses Tracker. Color-code your surplus cash, produce expense balances, and sort your costs into 13 predefined categories.
Finance Tracker Lite Dashboard
For a free template, the Finance Tracker Lite Dashboard is highly detailed, featuring a finance tracker dashboard showing expenses and income with monthly reports to help you stay ahead of the game.
Notion Bill Payment Tracker
The Notion Bill Payment Tracker couldn’t be simpler — input info on your bills with the amount paid, date due, type of bill, and more!
Leavy Finances
Grow your wealth garden with the free Leavy Finances template. This nature-themed aesthetic finance tracker boasts loads of unique and useful features like tax calculators, the Jar System, and a debt dashboard!
Notion Income & Expense Tracker
The Notion Income & Expense Tracker features several helpful tools, with an in-depth dash displaying your monthly accounts, cash flow, and income/expenses.
Notion Money Manager
Notion Money Manager Lite still carries plenty of heft. Manage multiple accounts, track credit card balances, sort your spending into categories, and set spending limits.
Notion Monthly Bills Tracker
Never miss a payment again with the Notion Monthly Bills Tracker. This streamlined template helps you monitor monthly expenses by category, make sure your bills are paid, and provides an overview of your total yearly spend!
Frictionless Finance Tracker
Smooth out bumps in your financial future with the Frictionless Finance Tracker. Databases for expenses, income, earning goals, expense distribution, and monthly round-ups make this one of the best free finance templates available.
Template by @_heyharish on Twitter
No More Impulse Spending: ADHD Notion Template
No More Impulse Spending is one of the best Notion ADHD templates for financial planning. Curb your spending habits by being mindful about your purchases. No More Impulse Spending encourages you to wait to buy something and offers tips and tricks for reducing spending. The template features colorful emojis and icons to help you stay focused and make finance tracking fun!
Cash Flow & Financial Habit Tracker
Keep your cash flow consistent with the Cash Flow & Financial Habit Tracker. Organize recurring expenses, manage multiple accounts, transfer funds, and track your income/expenses.
What Notion finance tracker template are you using? Do you have any other recommendations for spending tracker templates to use? Let us know in the comment section below.
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