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ULTIMATE Personal Finance Tracker Notion Template

ULTIMATE Personal Finance Tracker Notion Template

$45.00 USD
$50.00 USD $45.00 USD
Sale Sold out
Taxes included.

Are you tracking your money and controlling your financial flow? This template can be an incredible tool to help you manage your finances effectively.

It allows you to keep track of your income, expenses, and savings, helping you to stay within your budget and avoid overspending. Moreover, it can give you a clear understanding of your financial habits, enabling you to make necessary adjustments toward your financial goals.

See more below for a list of all features included in this template as well as the template tour & tutorial!

Version

Template Tour & Tutorial:

Lite Version

  • Income, Expense, Transfer: where you can input all of your earnings and spending as well as your transfer from one account to another
  • Accounts: where you can manage all your bank accounts, credit cards, and other places where your money is stored.
  • Monthly Reports: where you can set a budget for the month, track your total expenses paid, and total income earned in a month. You can also view expenses due and the ending balance.
  • Yearly Reports: where you can view your yearly transactions by type
  • Easy Navigation: A handy sidebar is on all pages where you can access important pages easily. We also include a “Home” button to return to the main dashboard.
  • Step-by-step tutorial video

Ultimate Version

  • Everything included in the Lite Version!
  • Quarterly Reports: where you can view your quarterly income, expense and ending balance performance
  • Monthly Recurring Costs: where you can view your recurring subscriptions and track all spending related to these types of cost
  • Debt Tracker: where you can track your debt payment, loan repayment progress & remaining balance.
View full details

Customer Reviews

Based on 5 reviews
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S
Steffan
Excellent Tracker, even better customer service

This is an brilliant finance tracker, they really does help you keep track of your spending and budgeting. What is even better is the customer service, I sent a question over and they not only replied quickly, but with a video tutorial as well. Some people say this is expensive, but it is a one off payment and it does exactly what I need it to do. Coupled with the amazing customer service, it is well worth the money. Thanks again

Dear Steffan,
Thank you for your kind words! I’m so glad the tracker is helping with your budgeting, and that the customer service was helpful. I truly appreciate your feedback and am happy you find the template was worth it. Thanks again for your support and feel free to reach out if you ever need any further help with the template!

Best,
Sara

C
Colin Stuart
Great product, great service

The product is fantastic, great way to monitor expenses on a granular level. Some say this is too expensive, but as a self-employed person myself; you really need to take a step back and think about the time it takes to create products like these.

The product its-self is only eclipsed by the level of service on offer. I had a few questions about the template, and my emails were answered within 12 hours. They even made me a 4 minute tailored video just for my viewing to answer my questions specifically and demonstrate changes.

I feel like i have also learnt a lot about Notion from the support and the template its-self and have made huge strides in my own templates over the last week.

Highly recommended.

Dear Colin,
Thank you so much for leaving us a review! We are committed to providing the best Notion templates & tutorials and your review is a huge encouragement for us. We're also happy to hear that the template has been useful for monitoring your expenses and finances. Feel free to reach out to us if there is anything further we can help with this template!

Best wishes,
Sara & Ann
The Organized Notebook Team

H
Hilda Hernandez

ULTIMATE Personal Finance Tracker Notion Template

Dear Hilda,
Thank you for your wonderful review! We're glad that the Ultimate Personal Finance Tracker was useful. Feel free to let us know if we can help out in any way with the template!

Warm wishes,
Sara & Ann
The Organized Notebook Team

K
Kevin Ronces

ULTIMATE Personal Finance Tracker Notion Template

J
José Espinal
Expensive but worth it.

The template works well. As any other template you have to take some time to customize it but, when you’re finished with that process, it works just as the instructions video suggests. Personally, i had experience with notion but the formulas used on this template seem way too advanced for me. Overall, I think the product is a little overpriced maybe 15$ less would be the sweet spot but I appreciate the effort nevertheless.

User picture

Dear José,

Thank you so much for your kind words and providing valuable feedback to us! It is especially amazing to see how you've customized the template with your own cover photos and icons! Feel free to let us know if there is any thing we can do to assist you further with Notion and we are more than happy to help!

Best wishes,
Sara & Ann
The Organized Notebook Team

FAQ

What is a Notion Template?

A Notion Template is a pre-designed layout in the productivity app Notion. It's customizable and can feature databases, kanban boards, and calendars to jumpstart your project or task.

Can I use Notion with a free account plan?

Yes, Notion offers a free basic plan that includes unlimited pages and blocks, share with up to 5 guests, and syncs across devices.

Missing the link to download?

If you have any trouble finding the link to the template after purchasing, please check our detailed FAQ here including a video guide.

How to download Notion templates?

Simply click the "Duplicate" button in the top right corner to duplicate the template in your own workspace. Make sure to check our full guide here

If you have trouble finding the download link after purchasing make sure to check our video guide in the FAQ here!

What is your refund policy?

Since our templates are digital products, all sales are final. No refunds will be given once the templates have been downloaded. But if you have any problems with the products, please don’t hesitate to contact us at organizednotebook.info@gmail.com if you need any help. We also offer FREE 15-min Coaching Session to assist you further!

What to do if I’m new to Notion?

Follow our Youtube channel for the best tips and tricks to get started with Notion!