Financial Planner Notion Template

Financial Planner Notion Template – Track your spending to reach your financial goals. Set a monthly spending cap, then enter your spending into the database below. View your expenses in different ways, such as by category or month, using filters. You can also see expenses on a calendar or broken down by category in a Kanban-style board.

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

Financial Planner Notion Template

Financial Planner Notion Template

Navigate to the template you want to duplicate, select the workspace you want to duplicate from the drop-down menu, and press the blue “Duplicate” button.

The 10 Best Notion Finance Tracker & Budget Templates

If you are already logged in, the template will automatically be added to your workspace. If you’re logged out or don’t have an account, you’ll be prompted to sign in or create one!

Duplicating a template is the same as downloading a copy of it to your workspace. Just hit the blue “Duplicate” button and find it in the sidebar of your workspace.

You can make any page a template by clicking “Share” in the top right, then toggling the “Share on network” and “Leave duplicate as template” switches. Make sure you use the public URL under the “Share on the web” switch when sharing. Whether we like it or not, keeping track of our finances is a part of life – so why not make it as fun and simple as possible?

Enter the Notion finance tracking tools. With a range of styles – from minimal to aesthetic to deep dashboards – these templates have done all the hard work for you to manage, plan and review your daily, monthly and yearly financial data in one place.

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We’ve rounded up the best financial tracking tools and dashboards to help you budget your cash flow and ultimately take steps toward an early retirement. Let’s jump.

Looking to track your stock markets and crypto investments? Check out our roundup of Notion’s best stock and investment templates!

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Financial Planner Notion Template

It boasts 10+ built-in templates and tools for everything you need to track your finances, including advanced income and expense tracking, a related monthly average budget status tracker, a summary of top flows of income and spending categories, total net worth, financial . Habit tracker, travel budgeter, fee calculator – and even a bonus “$10K in 100 Days” spending challenge! Not to mention beautiful visuals, priority customer support and built-in tools for easy entry.

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Record and categorize your spending with Simple Spending Tracker, made by you! This aptly named template boasts several built-in spending categories, an emoji mood score to reflect and spend more consciously, and a summary at the end of each month to evaluate how much you’re under or over budget.

With the personal finance dashboard, easily track what’s coming in and what’s going to meet your financial goals. The personal finance dashboard allows you to record and monitor your income and expenses by category and even summarizes your past spending habits over months and years.

The model has a minimalist and airy facade, but do not be fooled – there is a lot under the hood. With Easlo’s Finance Tracker Template, record everything from your income, expenses, receipts, debts and more. It even includes tools like account splitting, subscription tracking, and subscription reminders!

T. Harv Eker’s Money Jars concept is a unique approach to personal finance – designed for you to organize your money into 6 different purpose jars. Now, thanks to the Notion template, you can seamlessly incorporate this concept into your digital workspace.

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Key components in tracking your finances are managing your debt, monitoring your cash flow and ultimately understanding your net worth. Use the Notion templates to keep your finances in check and reassess your future moves!

Track income, expenses, investments and more on your various accounts with the Notion Finance Tracker! After you add a transaction and select a payment method, your account balance will be updated to reflect the new changes.

Gone are the days when personal finance was mundane and boring. Use this aesthetic finance template by Notion to track your monthly expenses, monitor your debt, journal your expenses and more – all while having something pretty to look at.

Financial Planner Notion Template

Looking for a customized financial management system for your blogging business? Check out Mel Lee-Smith’s set of blog finance tracker templates! The suite features 12 built-in templates to track blog-specific revenue and expenses – including advertising, affiliate programs, subscriptions, trends and more, all from one dashboard.

How I Built A Finance Tracker Tool In Notion (with Template)

Interested in more Notion templates to manage your blog? Check out our best Notion blog post templates!

Track your digital currency holdings all the way to the moon with this Notion Crypto Tracker template! Organize your property, summarize your transactions, plan future purchases and more. For more templates like this, check out our full roundup of Notion’s best crypto templates!

What Notion finance tracking template are you using? Do you have other recommendations for using expense tracking templates? Let us know in the comments section below.

Is supported by his audience – When you buy something through the retail links in our articles, we may earn a small commission at no extra cost to you. We only recommend products that we would use ourselves and recommend to our friends and family. Read more about our affiliate disclaimer. I use Notion for almost everything. My use cases include client management, remote tool, portfolio tracking, and most recently, personal finance tracking.

Free Aesthetic Notion Templates

One of my goals this year is to get better at money habits and personal investing. And tracking my personal financial activities is the first step that comes to mind.

As a product creator↗️ I created micro tools to solve my own problems. For example: article tool, portfolio tracker, SaaS tracker, habit tracker, etc.

You should always date all your financial transactions. For example, when money is spent, earned, transferred, invested, etc.

Financial Planner Notion Template

Now make your first entry in an empty cell. You should be able to see a calendar selector:

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One thing I always get frustrated with the transaction is where the money is transferred because I have different bank accounts.

Therefore, when creating this tracking tool, I want to be able to easily link to the relevant accounts.

After step 4 above, I put in my concept table 3 labels that I refer to Bank1, Bank2 and Bank3.

In this case, I wanted to refer the transaction to the relevant receipts or statements. This may include:

Finance & Budget

Again, following step 4 above, I created a ‘Type’ column with 2 options to choose from – ‘Income’ and ‘Expenses’.

Each transaction comes with a dollar amount. You can create a new column near Income/Expense with “Property Type” set to “Number”.

List of whom you paid or received income from. I do this easily by creating an “Organization” column with “Property Type” set to “Text”.

Financial Planner Notion Template

One way to get an overview of your expenses or profits is to analyze based on your financial tracking records.

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In Notion, you can hover over the name of any column. You can change your data view based on:

You can also export your income/expense data based on the filtered value in the formats – PDF, HTML, Markdown & CSV.

👋 Want more Notion templates? Create the perfect Notion dashboard for your daily tasks, projects, finances, travel and more! Check out Notion’s 35 sample pack

11+ MUPs created. Founder: Venturescale.to Analyzing Consumer Tech & Platforms. On deck ODF10. Product Advisor US it. / Asia Pacific 👉 About me: whizzoe.com I use for almost everything. My use cases include client management, remote tool, portfolio tracking, and most recently, personal finance tracking.

Free Aesthetic Notion Templates To Stay Organized

One of my goals this year is to get better at money habits and personal investing. And tracking my personal financial activities is the first step that comes to mind.

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

Navigate to the template you want to duplicate, select the workspace you want to duplicate from the drop-down menu, and press the blue “Duplicate” button.

Financial Planner Notion Template

If you are already logged in, the template will automatically be added to your workspace. If you’re logged out or don’t have an account, you’ll be prompted to sign in or create one!

Best Notion Templates To Use — Keep Productive

Duplicating a template is the same as downloading a copy of it to your workspace. Just hit the blue “Duplicate” button and find it in the sidebar of your workspace.

You can make any page a template by clicking “Share” in the top right, then toggling the “Share on network” and “Leave duplicate as template” switches. Make sure you use the public URL under the “Share on the web” switch when sharing.

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