Finance OS Notion template dashboard showing income vs expenses chart and quick setup guide — personal finance tracker and budgeting system in Notion.

Manage bank, cash, and credit accounts in Notion Finance OS template.

Notion budget tracking by category — transport, home, health, and more.

Track recurring bills and subscriptions in Notion Finance OS.

Notion goal tracker for savings and debt management in Finance OS.

Step-by-step setup guide to customize currency and accounts in Notion Finance OS.

Finance OS Notion Template

Name: Finance OS Notion Template
Brand: Plandio
Price: 19.0 USD
Availability: InStock

Track income, expenses, accounts, bills in one place

$19

$29

About the Finance OS Notion Template

The Finance OS Notion Template is a complete personal finance management system designed to help you organize, track, and optimize your money. Instead of juggling multiple spreadsheets, this Notion finance OS centralizes everything into one clean and functional dashboard — perfect for freelancers, professionals, and families who want full visibility and control over their finances.

What’s Inside

Accounts & Transactions — Track all accounts and daily transactions effortlessly.
Budget Planner & Tracker — Plan monthly budgets and monitor your spending goals.
Bill & Subscription Tracker — Manage recurring expenses and avoid missed payments.
Financial Goals — Set and track your savings or investment targets.
Yearly Review — Evaluate spending habits and analyze your yearly progress.
Quick Actions — Add new income, expenses, or transfers in seconds.

Why You’ll Love This Finance OS Template

This Finance OS Notion Template gives you clarity and structure to manage your money better. Save more, spend smarter, and build lasting financial discipline — all in one modern Notion workspace that scales with your goals.

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FAQ

Have questions? We’re here to help

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

Pages — Update the page cover photo, add/change an icon, and change the page title.

Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

Can I return or exchange the template?

Unfortunately, due to the digital nature of our Notion (or Google Sheets) templates, we are unable to accept returns or exchanges.

If you encounter any issues or have questions about the template, please reach out to us. We'll be more than happy to assist you and provide any necessary support.

Please ensure to review the template details and preview images before making a purchase. We strive to provide accurate descriptions and representations of our templates to help you make an informed decision.

Designed by Plandio

Digital product. No physical item will be shipped.

Digital file type(s): PDF

Your files will be available to download once payment is confirmed.

Instant download items don’t accept returns, exchanges or cancellations. Please contact us about any problems with your order.