Finance Tracker Notion Template – all-in-one minimalist dashboard to manage income, expenses, bills, and savings.

Setup instructions and currency customization options in Notion Finance Tracker Template.

Automatic monthly and yearly spending tracker in Notion Finance Tracker template.

Bill and subscription tracking dashboard in Notion showing due dates and recurring payments.

Savings goal tracker in Notion Finance Tracker visualizing progress toward financial targets.

Finance Tracker Notion Template

Name: Finance Tracker Notion Template
Brand: Plandio
Price: 9.0 USD
Availability: InStock

Track expenses, set monthly budgets all in one minimalist dashboard

$9

$19

About the Finance Tracker Notion Template

The Finance Tracker Notion Template is your all-in-one system to manage personal finances without spreadsheets or stress. Designed for freelancers, students, and professionals, this Notion finance tracker helps you track income, expenses, bills, and savings goals — all in one simple, minimalist dashboard.

Set up in 2 minutes, works with any currency, and requires no prior experience. Save smarter, spend better, and gain full control of your money.

What’s Inside

Dashboard: Overview of total income, expenses, and remaining budget.
Accounts: Manage multiple bank accounts and balances in one place.
Transactions & Budget Planner: Log daily transactions and categorize spending easily.
Budget Tracker: View your monthly and yearly spending limits automatically.
Bill Tracker & Subscriptions: Never miss a due date with recurring bill tracking.
Goal Tracker & Financial Goals: Visualize your progress toward savings targets.
Yearly Review: Reflect on annual financial performance.
Setup Guide & Currency Settings: Quick-start guide and adaptable for any country.

Why You’ll Love This Template

This Finance Tracker Notion Template helps you build better money habits with structure and clarity. Instantly see your financial health, track bills, and stay consistent with your savings — all in one clean Notion workspace.

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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.