Financial Planning Notion Template

Financial Planning Notion Template – I use Notion for almost everything. My use cases include client management, remote tool, portfolio tracker and most recently – personal finance tracking.

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

Financial Planning Notion Template

Financial Planning Notion Template

As a product developer↗️, I developed a small tool to solve my own problems. For example: article tool, portfolio tracker, SaaS tracker, behavior tracker, etc.

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

Now make your first entry in an empty cell. You should see a calendar menu:

One thing I’m always disappointed about with a transaction is when the money is transferred because I have different bank accounts.

So when I create this tracker, I want to be able to easily reference the accounts involved.

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After step 4 above, I put in my idea table 3 labels that I call Bank 1, Bank 2 and Bank 3.

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

Again, after step 4 above, I created a “Type” column with 2 options – “Income” and “Usage”.

Financial Planning Notion Template

Each transaction comes with a dollar amount. You can create a new column next to Income/Expenses by setting “Asset Type” to “Number”.

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Specify from whom you paid or received income. I simplify this by creating an “Organization” column with the “Property Ribbon” set to “Text”.

One way to get an overview of your spending or income is to analyze it based on your financial tracking entries.

In Notion, you can hover over any column name. You can customize the data display based on:

You can also export income / expense data based on filtered values ​​in these formats – PDF, HTML, Markdown & CSV.

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

Made 11+ MVPs. Founder: Venturescale.to Analyzing Consumer Tech & Platforms. On the ODF10 deck. USA/APAC Product Consultant 👉About me: whizzoe.com Like it or not, keeping track of our finances is a part of life – so why not make it as fun and easy as possible?

Install Notion’s financial trackers. With different styles – from minimal, to elegant, to detailed dashboards – these templates have already helped you manage, organize and review your daily, monthly and yearly finances in one place.

Financial Planning Notion Template

We’ve selected the best financial trackers and dashboards to budget your cash flow and ultimately move toward early retirement. Let’s jump in.

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Want to track your stock markets and crypto investments? Check out our collection of the best Notion stocks and investment templates!

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With more than 10 built-in templates and tools for everything you need to track your finances, including advanced income and expense tracking, budget status tracking integrated with monthly averages, overview of top income streams and spending types, total net worth, financial behavior. tracker, travel budget, rate calculator – and even a “$10,000 in 100 days” spending challenge! Not to mention beautiful graphics, priority customer support and built-in tips for easy navigation.

Keep a journal and organize your expenses with a simple expense tracker, designed by you! This aptly named template has several built-in spending categories, an emoji score for more reflective and purposeful spending, and a month-end summary to see how much you’ve spent under or over budget.

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

This template has a small and airy surface, but don’t be fooled – there’s tons under the hood. With the Easlo Finance Tracker template, keep track of everything from your income, expenses, bills, debts and more. It even includes tools like bill splitting, subscription tracking, and renewal reminders!

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

Financial Planning Notion Template

The key elements when tracking your finances are managing your debt, tracking your cash flow, and ultimately understanding your net worth. Use these thought templates to take control of your financial situation and rethink your future actions!

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Track your separate income, expenses, investments and more with this Notion finance tracker! After you add a transaction and choose a payment method, your account balance will be updated to reflect the new changes.

Gone are the days when personal finance was simple and boring. Use this beautiful financial template from Notion to track your monthly expenses, track your debt, track your spending, and more—all while having something pretty to look at.

Looking for a custom financial management system for your blogging business? Check out Mel Lee-Smith’s set of financial tracking templates on the blog! This kit has 12 built-in templates for tracking income and expenses specific to blogging – including advertising, affiliate programs, subscriptions, logistics and more, all from one dashboard.

Want more Notion templates to get your blog started? Check out our best Notion blog post templates!

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Track your cryptocurrency to the moon with this Notion crypto tracker template! Organize your stuff, summarize your transactions, plan future purchases and more. For more templates like this, check out our full collection of the best Notion crypto templates!

Which Notion template for financial tracking are you using? Do you have other suggestions for using usage tracking templates? Let us know in the comments section below.

Is crowd supported – when you make a purchase using the retail links on our posts, 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 disclaimer. I use almost everything. My use cases include client management, remote tool, portfolio tracker and most recently – personal finance tracking.

Financial Planning Notion Template

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

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

Go to the template you want to copy, select the workspace you want to copy from the drop-down menu, then click the blue “Duplicate” button.

If you are already signed in, the template will be automatically added to your workspace. If you are logged out or don’t have an account, you will be asked to login or create one first!

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

Finance Tracker & Budget Planner Notion Template

You can make any page a template by clicking “Share” in the upper right corner, then turning on the “Share on the web” and “Allow copying as template” switches. Be sure to use a publicly visible URL under “Share on the Web” when sharing. Track your spending to reach your financial goals. Set a monthly budget for your spending, then enter your expenses into the database below. View your expenses in different ways, such as by category or month, using filters. You can also view expenses on a calendar or break them down by category on a Kanban-style board.

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

Go to the template you want to copy, select the workspace you want to copy from the drop-down menu, then click the blue “Duplicate” button.

Financial Planning Notion Template

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

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Copying a template is the same as downloading a copy of it to your workspace. Just click on 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 upper right corner, then turning on the “Share on the web” and “Allow copying as template” switches. Be sure to use the public URL under “Share on the web” when sharing. New to the idea of ​​money? Here’s how to get started with personal cash flow, or in other words, finding your income and spending on an automatic balance. This dashboard has three different databases, two of which, income and expenses, are integrated into the gross balance calculator.

Note: Tables may change color by changing

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