ULTIMATE Personal Finance Tracker Notion Template

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!

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.
• Cover photos: in grey, white, and black for the monthly tracker
• 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.
• Recurring Costs: where you can view your recurring subscriptions and track all spending related to these types of cost and see when it is due next.
• Debt Tracker: where you can track your debt payment, loan repayment progress & remaining balance.
• Asset Tracker: where you can see all the assets you have and periodically update the information to calculate the total amount of assets.
• Net Worth Tracker: See your current totals for assets, accounts, debt, and more!
• Charts: See your income and expense breakdown in a handy chart view. You can also see your net worth over time. (This feature requires a Notion plus plan or above)
• Cover photos: in grey, white, and black for the monthly & quarterly tracker.

Disclaimer

• This template is provided as-is, hence, the effectiveness of this template depends on how you design and utilize it.
• You may need to have a Notion plus plan or higher in order to make use of the full functionalities of this template including charts.