To better understand your personal or household finances, it’s time you start organizing it. The best thing is you don’t have to make your finance tracker from scratch as Notion has plenty of these templates.
So here are the 10 best Notion finance templates to help you make wise financial decisions.
Table of Contents
Free Notion Finance Trackers
1. Finance Tracker by Subhra
What We Like About It:
- Minimalistic one-page finance tracker dashboard
- “Menu” section features quick links to the various sections of the template
- “Accounts” section in gallery view shows the bank accounts you have
- “Spending” section shows your expenses in gallery view
- “Goals” section lists your financial goals and corresponding amounts
- “Recurring Payment” section lists your monthly subscriptions
- “Transfer Records” section shows transferred amounts to your current bank accounts
Get Subhra’s Finance Tracker Notion template here
2. Personal Finance Tracker by Paula’s Design Hub
What We Like About It:
- Toggle menus show the information and instructions about the template
- “Recurrent Monthly Expenses” shows recurring expenses and due dates
- A donut chart from ChartBase (like a Notion pie chart) shows the distribution of monthly expenses
- “Income” and “Expenses” database shows all income sources and expenses for the month; rows are automatically summed up
- Checkboxes for ticking off tax-deductible items
- “Monthly Overview” in gallery view shows every month’s total income and expenses
Get the Personal Finance Tracker by Paula’s Design Hub here
3. Small Company Finances by Guilherme F Silva
What We Like About It:
- Has a main access page for an explanation about the templates and quick links to the “Dashboard,” “Actions,” and “Databases” pages
- “Dashboard” page shows the summary of the account, recent transactions, and monthly balances
- “Actions” page features buttons that you can click to add entries to the databases instead of individually updating them
- “Databases” page features quick links to the “Transactions,” “Accounts,” “Months,” and “Years” databases
Get Guilherme F Silva’s Small Company Finances template here
4. Zoe Chew’s Finance Tracker
What We Like About It:
- Best for companies looking for an efficient way of handling their financial processes
- One database showing all income and expense entries
- “Date” property shows when the transaction entries were made
- “Files” property for easy saving of relevant financial documents or links
- Notion tags classify database entries by category, bank accounts, and whether they’re part of the “Income” or “Expenses”
Get the Finance Tracker by Zoe Chew template here
Paid Notion Finance Trackers
1. Money Jars System by Sev Estil
What We Like About It:
- Helps build clarity on how much you save and spend
- Comes with a template guide and documentation
- “Money In” shows your income through a line graph
- “Money Out” shows allocation of expenses through a pie chart
- “Balances and Monthly Cashflow” section shows the “Jar Balances” in gallery view
- “Monthly Cashflow” summarizes your monthly cashflow; colored dots show the “Status” of your finances for a certain month
Get Sev Estil’s Money Jars System finance tracker here
2. Financial Mastery – Notion Template by Daniel Canosa
What We Like About It:
- Simple yet effective financial tracker template
- Features a unified method of tracking your income
- Separates “Personal” from “Business” related expenses
- Categories can be created to group income and expense entries
- Monthly and yearly reports are automatically created to better understand your finances
- Can be bundled with the “Professional Habit Tracker” template
Get Daniel Canosa’s Financial Mastery Notion template here
3. Omna Gupta’s Money Caretaker
What We Like About It:
- Has a “Handbook” to explain how to use the template and embed charts and 2 freebies
- Can be refunded 100% under 7 days
- Comes with finance philosophy examples from experts
- Monthly budget estimates can be set
- Easy logging of transactions in “Add Expense” and “Income”
- With calculator hidden in a toggle menu
- “Over Budget” section lists the months you spent more than the budget
- Summaries are shown as graphs
Get the Money Caretaker template by Omna Gupta here
4. Dave’s Automated Finance Tracker X Trading View
What We Like About It:
- Payments added updates transactions, revenue/payment methods, and the bank account’s balance
- “Navigation Bar” section features quick links to “Database,” “Month/Year Budget,” and “Wish List”
- “Cards” section in gallery view features all the debit and credit cards you own
- Dynamic “Investments” section in gallery view for an overview of your investment accounts
- “Bank Account” and “Wallet” sections show the updated balance of your bank account and wallet
Get the Automated Finance Tracker X Trading View template here
5. Sanat’s Ultimate Accounting and Book Keeping Toolkit
What We Like About It:
- Best used by businesses and teams for marking attendance, payroll processing, and allocating work in a central location
- Comes with sections for budget setting, creating a savings fund, and tracking debt payments
- Central monitoring of bank accounts to easily calculate net worth
- Invoices, a list of important store contacts, and knowledge resources can be created
- Clients and projects under them can be easily tracked and managed in the workspace
Get the Ultimate Accounting and Book Keeping Toolkit template here
6. Couple’s Finance Tracker by Sanat
What We Like About It:
- Designed to help couples achieve financial goals
- “Getting Started” section to understand how to use the template
- “Summary” database shows finance categories in gallery view
- “Financials Overview” database to show entries for “Income,” “Expenses,” and “Accounts”
- “Saving Funds Overview” database to track transfer history and the fund details
Get the Couple’s Finance Tracker template by Sanat here
Premium Aesthetic Budget Template
