15+ Best Notion Finance Templates (Free & Ready-To-Use)
Are you tired of feeling overwhelmed by your finances, trying to keep track of expenses and budgets in a million different places? It’s easy for things to slip through the cracks, especially when life gets busy. That’s where Notion comes in.
With Notion Finance Tracker templates, you can streamline everything into one simple, organized system. Track your income, expenses, subscriptions, and more—all in one place. No more jumping between spreadsheets, apps, or notebooks.
Choose the one that fits your style, and you’ll be set up in minutes—ready to finally take charge of your money. If you're looking to start budgeting your income, be sure to check out our list of best Notion Budget Trackers here.
Best Notion Finance Templates
These all-in-one Notion finance templates have everything you need to manage your money in one place. From tracking budgets and expenses to handling debt and investments, they’re packed with features to keep your finances organized and stress-free. Perfect for anyone who wants a powerful, connected system.
1. All-In-One Notion Finance Template
This Notion finance tracker is more than just a template - it's a complete system designed to help you take control of your finances with ease. Inside, you'll find 12+ interconnected Notion templates that work together to give you full control of your financial life once and for all. Ideal for both personal and business finance tracking.
Key features:
- All-in-one financial system for personal use and businesses
- Dashboard to view all your finances in one place
- Budget tracker based on the 50/30/20 rule
- Subscriptions tracker and manager
- Income and expense trackers
- Automatic finance reports
- Multiple accounts tracker
Interested in more all-in-one Notion systems for every aspect of your life? Check out our Complete Bundle. It includes all premium Notion templates by Pathpages for the price of three.
2. Notion Personal Finance Template
Notion finance template for personal finance management. Inside, you'll find essential pages to take control of your finances, including trackers for money, budgets, subscriptions, and more.
Key features:
- Income and expenses tracker
- Monthly income calculator
- Flexible budget categories
- Mobile Tracker page for on-the-go financial insights
3. Ultimate Finance Tracker Notion Template
Notion finance template to track your incomes, expenses, budgets, and more. Organize your finances by accounts and categories, making it easy to understand where your money is coming from and where it's going.
Key features:
- Income tracker
- Expenses tracker
- Accounts management
- Category management
- Wishlists
- Monthly report
4. Aesthetic Notion Money Tracker
Aesthetic Notion finance tracker featuring light blue covers, images, and a space for a current month mood board to inspire you to stay on top of your finances. It helps you plan your finances for each month of the year, track income and expenses, create saving challenges, and more.
Key features:
- 12-month finance planners
- Income & expense trackers
- Savings tracker & challenge
- Notion debt tracker
- Subscription tracker
5. Personal Finance Tracker Notion Template
Notion template for finances and budget tracking, designed to make managing your money simple, visually appealing, and enjoyable. Filled with aesthetic anime-style images, this template combines functionality with a touch of creativity to keep your financial journey engaging.
Key features:
- Income tracking: Organize and monitor all your income sources.
- Expense tracking: Keep tabs on your spending habits.
- Subscription tracking: Never miss a payment or renewal.
- Multiple accounts organization: Manage all your accounts in one place.
- Debt management: Effortlessly track loans, repayments, and progress with the built-in Notion debt tracker.
6. Aesthetic Notion Finance Tracker
Aesthetic Notion finance tracker for monthly money management, that gives you a detailed monthly overview of the money that is going in and coming out in the current month.
Key features:
- Monthly overview of the money
- Monthly income and expense tracker
- Automatically calculates how much you need to earn or save based on your lifestyle.
- Aesthetic layout
7. Advanced Notion Finance Tracker
All-in-one system to automatically track your finances in Notion. Add accounts, monitor their balances, and get an overview of your money at a glance. Featuring Notion Buttons for ease of use and streamlined functionality.
Key features:
- Finance tracker for income and expenses
- Subscriptions tracker
- Automatic financial reports
- Multiple accounts manager
- Updates your net worth
8. Finance Tracker Notion Template
Minimalistic Notion finance tracker to help you monitor your income and manage your finances. Check balances across different accounts, track subscriptions, plan your shopping, and stay organized with ease.
Key features:
- Accounts overview
- Income and expenses tracker
- Subscription tracker
- Shopping Planning
- Event Planning
9. Notion Personal Finance Template
Notion finance template for personal use that helps you pay bills on time, set debt payments, and create savings funds. Track your income and expenses, set budgets, monitor investments, and calculate your net worth.
Key features:
- View account balances
- Track expenses and income
- Manage subscriptions
- Set monthly budgets
10. Notion Expense Tracker
Notion expense tracking template that helps you easily track your daily expenses and clearly understand your monthly totals. The tracker also provides a monthly overview of your expenses, allowing you to see where your money is going and identify areas where you can cut back.
Key features:
- Expense tracker
- Categories for expenses
- Monthly expense calculator
11. Finance Brain Notion Financial Tracker
All-in-one Notion finances template, that helps manage your financial life with ease and always remember where your money went.
Key features:
- Expense and income tracker
- Taxes management
- Subscription management
- Monthly financial summaries
- Account management
- Financial goal setting
Free Notion Finance Tracker Templates
Looking for something simple? These free Notion finance templates are easy to use and great for getting started. They might not have all the extras, but they’re perfect for tracking basics like expenses or budgets—and sometimes, that’s all you need.
12. Free Notion Finance Tracker
A simple and easy-to-use free Notion finance tracker for beginners. Track your income and expenses, categorize them with tags, and see how much you earned and spent each year.
Key features:
- Income tracker template
- Expense tracker template
- Yearly financial summary
13. Free Notion Subscription Tracker
Another free Notion finance template, perfect for beginners, focused on managing subscriptions effectively. Track how much you spend on different subscriptions each month, avoid paying for services you don't use, and cancel them on time.
Key features:
- Track all your subscriptions
- Track payments of all your subscriptions
14. Free Notion Finance Tracker for Budgeting
Beginner-friendly free Notion template for budget tracking. Create budgets for different categories, track your expenses, and automatically see how much money you have left in each category.
Key features:
- Finance tracker for budgeting
- Multiple budgets categories
- Expense tracker
15. Finance Tracker Notion
This Notion finance tracker template that gives you a clear, organized view of your finances, helping you manage and monitor your money effectively.
Key features:
- Incomes Chart
- Yearly Overview
- All Time Overview
- Income Tracker
- Expenses Tracker
- Bank Accounts Tracker
- Subscriptions
16. Free Notion Financial Tracker
Pocket Expense Tracker is a free Notion financial tracker that simplifies your money management with a clean, mobile-optimized design. Effortlessly track income, expenses, and accounts daily—perfect for on-the-go financial clarity!
Key features:
- Button-based tracking: Record income or expenses with just one tap.
- Mobile-optimized: Sleek dashboard designed for seamless phone use.
- Income, expense, and account tracking: Comprehensive yet simple monthly views.
- Low maintenance: Zero upkeep required—just start tracking!
- Easy setup: Get started in minutes, no complex configurations needed.
16. Free Notion Investment Tracker
Free Notion Investment Tracker is the perfect solution to manage your stock investments seamlessly within Notion. Say goodbye to scattered portfolios and hello to organized, professional-level tracking—complete with live stock prices!
Key features:
- Get live stock prices in Notion with an easy-to-follow tutorial
- Track your portfolio value, profit & loss, and percentage growth in one place
- Add and manage all your investments effortlessly
- Organize and monitor multiple investment accounts seamlessly
How to Track Finances With Notion?
Notion is an all-in-one workspace that makes managing your finances easy and personalized. It combines powerful tools like databases, templates, and linked pages, letting you track everything from income to savings in a way that works for you.
Here’s how you can start tracking your finances with Notion:
1. Track Income and Expenses
Use a Notion database to log your income and expenses. Categorizing them gives you a clear breakdown of your financial habits, making it easier to identify spending patterns and areas to cut back.
2. Track Balance Across Different Accounts:
Set up separate trackers for each of your bank accounts, credit cards, or digital wallets. This way, you can monitor your balances and recent transactions in one place, ensuring you know exactly how much you have at any given moment.
3. Track Subscriptions
Build a tracker to manage your recurring subscriptions, such as streaming services or memberships. With Notion, you can log subscription dates, amounts, and even set reminders to help you stay on top of payments or avoid unnecessary renewals.
4. Track Savings Goals
Create a savings tracker to monitor your progress toward specific financial goals—whether that’s building an emergency fund, saving for a large purchase, or planning a trip. You can visualize your progress and keep yourself motivated.
5. Track Investments:
Keep an eye on your investments with a dedicated tracker in Notion. From stocks to real estate, you can log your holdings and see how they're performing over time, helping you assess your portfolio's growth and make better decisions moving forward.
6. Get Financial Summaries
With Notion, you can generate financial summaries automatically, which are extremely useful in the long run. These summaries give you a snapshot of your financial health, showing trends in your income, expenses, and savings. They help you see patterns and plan for the future with greater clarity.
7. Business Finance Tracking
For entrepreneurs or freelancers, Notion is a great tool to track business finances. You can separate your personal and business expenses, monitor cash flow, and keep track of invoices, payments, and profits. This helps ensure your business stays organized and financially healthy without mixing personal finances into the equation.
How to Setup Notion Finance Template
If you want to setup Notion finance template by yourself, the best way is to look out for the tutorials on YouTube.
While it’s totally possible to set up Notion on your own, using a pre-built Notion finance template can save you a ton of time and effort. These templates are designed by people who’ve spent hundreds hours perfecting them, ensuring everything is seamlessly connected and user-friendly.
Frequently asked questions
How do I create a finance tracker on Notion?
Here's a simple 5-step guide on how to create a finance tracker on Notion:
- Create a new page in Notion and select "Table" as the page type.
- Define the properties you want to track, such as "Date," "Amount," "Category," and "Notes." You can add additional properties as needed.
- Start adding your transactions to the table. You can also import data from other sources, such as a CSV file.
- Use the sorting and filtering options in Notion to analyze your finances and gain valuable insights. For example, you can sort by category to see how much you're spending on different types of expenses, or filter by date to see how your spending has changed over time.
- Customize your finance tracker further by adding charts, graphs, or other visualizations to your page. You can also create custom views or dashboards to display your data in different ways.
There are also many free and paid Notion templates available for finance tracking that you can use as a starting point or inspiration for your own finance tracker. These templates can save you time and provide you with ideas for how to structure your tracker.
Is Notion good for finance tracking?
Yes, Notion is a great tool for finance tracking! You can use Notion to keep track of your expenses, income, budget, and more. Notion's flexible database structure allows you to customize it to fit your specific needs.
There are also many free and paid Notion templates available for finance tracking that you can use as a starting point or inspiration for your own finance tracker.
Can you use Notion to track finances?
Absolutely! You can totally use Notion to track your finances. It’s super flexible, so you can set up custom dashboards, track your income and expenses, manage your budget, and keep an eye on subscriptions—all in one place.