By ModestMitkus

15+ Best Notion Finance Tracker Templates for 2024

Modest Mitkus
August 19, 2024

Do you always end the month scared to even look at your balance, with no clue how much money you have left or where it all went? It’s time to start tracking your finances. This is the easiest way to understand your spending, improve your habits, and increase your savings. And there’s no better tool for this than Notion.

With Notion Finance Tracker templates, you can start tracking your income and expenses, create and manage budgets, handle subscriptions, and much more—all from one place. You can duplicate any of these templates to your Notion workspace in seconds, saving you hours of setup time and effort.

These templates are perfect for both Notion pros and complete beginners—just pick the one that works best for you.

1. Notion Finance Tracker

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

Template available here

Notion Finance Tracker

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2. 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
  • Expense tracker
  • Yearly financial summary

Template available here

Free Notion Finance Tracker

3. Notion Money Manager Template

Notion template for personal finance management. With this template, you can easily track your monthly income, organize and calculate expenses, and gain valuable insights through automatic monthly overviews.

Key features:

  • Income tracker
  • Expense tracker
  • Income tracker
  • Budget list

Template available here

Notion Money Manager Template

4. Notion Finance OS Template

A finance operating system built on Notion that helps you manage personal finances efficiently. Choose from three versions - Standard, Essential, and Advanced - depending on how much you want from a single Notion finance tracker template.

Key features:

  • Manage different accounts
  • Finance tracker for income and expenses
  • Transfers and transactions tracking
  • Wish list for your shopping
  • Investment section

Template available here

Notion Finance OS Template

5. Free Notion Finance Tracker for Subscriptions

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

Template available here

Free Notion Finance Tracker for Subscriptions

6. 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

Template available here

Free Notion Finance Tracker for Budgeting

Find more Notion templates for budgeting - check our list of the Best 11 Notion Budget Templates.

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

Template available here

Advanced Notion Finance Tracker

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

Template available here

Finance Tracker Notion Template

9. Personal Notion Finance Tracker

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

Template available here

Personal Notion Finance Tracker

10. Notion Finance Tracker for Expenses

Notion finance 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

Template available here

Notion Finance Tracker for Expenses

11. Finance Brain Notion Template

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

Template available here

Finance Brain Notion Template

12. Notion Personal Finance Assistant

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

Template available here

Notion Personal Finance Assistant

13. 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

Template available here

11. Ultimate Finance Tracker Notion Template

14. Aesthetic Notion Finance 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
  • Debt payment tracker
  • Subscription tracker

Template available here

Aesthetic Notion Finance Tracker

15. Notion Budget and Personal Finance Tracker

Notion template for finances and budgets tracking, filled with aesthetic anime style images.

Key features:

  • Income tracking
  • Organize your income sources
  • Expense tracking
  • Subscription tracking
  • Organize your multiple accounts
  • Recurring expenses tracking (subscription, bills, debt & loans, etc)

Template available here

Notion Budget and Personal Finance Tracker

16. 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

Template available here

Aesthetic Notion Finance Tracker

17. 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

Template available here

Finance Tracker Notion

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:

  1. Create a new page in Notion and select "Table" as the page type.
  2. Define the properties you want to track, such as "Date," "Amount," "Category," and "Notes." You can add additional properties as needed.
  3. Start adding your transactions to the table. You can also import data from other sources, such as a CSV file.
  4. 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.
  5. 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.