The beautiful thing about Notion is that it can do almost everything.
This is a list of my favorite free and paid budget and personal finance templates for Notion.
If you want even more Notion resources, don’t miss my huge list of free notion templates.
I’ve also curated the best aesthetic notion templates, created my own notion habit tracking template, and a built a custom notion journal template.
Now onto the budget templates.
Notion Finance & Budget Templates
Ultimate Personal Finance Dashboard
This template has:
🌳 Income Tracker by Category – track several income streams (salary, investments, side hustles, and more), attach paystubs, invoices, and more
💸 Expense Tracker – track by several pre-built categories, emoji sentiment, date, attach receipts
🧾 Budget Status Tracker – set your monthly budget per category and see where you’re at by monthly average (automatically pulls from the dashboard expense tracker!)
💳 Recap of top income by streams, and top spending by category – by monthly average or all-time stats. See where you’re making and spending the most!
My Monthly Budget Notion Template
This is a custom-built monthly budget my wife and I made.
It helps track:
- Accounts
- Income
- Expenses
- Goals
And best of all, it’s free.
Notion Expense Tracker
Author: Easlo
Budget Tracker
Author: Benjamin Gowers
Notion Finance Tracker
Author: Easlo
The Ultimate Life Planner
The Ultimate Life Planner is one place to manage everything in your life entirely in Notion.
It brings tasks, notes, plans, health, plant care, travel plans, finance, and more together in your favorite tool.
Here’s a snapshot of what it covers:
- Dashboard
- Monthly planner
- Personal & work daily planners
- Bookmarks
- Budget & Finance Planners
Ultimate Finance Tracker
Author: Easlo
Invoice Template
Author: Red Gregory
Notion Subscription Tracker
Author: Easlo
Personal Budget
Author: Red Gregory
Limitless - Personal Finance Tracker
Author: Sonaal
