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ULTIMATE Personal Finance Tracker Notion Template

ULTIMATE Personal Finance Tracker Notion Template

Regular price $50.00 USD
Regular price $0.00 USD Sale price $50.00 USD
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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.
  • 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 2 reviews
Meredith Bird
Impressive but too complicated

The setup is very impressive and thorough. The tutorial and overview had me convinced this would make it easier to keep track of my finances, but unfortunately in actual day-to-day use it's too complicated. As soon as something got out of sync between real life and the tracker, it became nearly impossible to get everything sorted out again. I wish I could get a refund. :\

Dear Meredith,

Thank you for your feedback. We're sorry to hear that you were not completely happy with your purchase. We strive to provide our customers with the best possible experience with our templates and we are constantly working to improve them!

Tracking finances is a lot of work and we can relate to your feeling out of sync between real life and Notion trackers. However, it is totally possible to customize and tweak the template to make it truly yours. Most of our customers send us a support email whenever they have issues and we are super happy to help them personalize this template and make it work for them.

We offer all of our template users, a free 10-15 minute consultation call where we can provide additional personalized help. Before the call, it would be great if you could send us the issue so we can find the best solutions for you.

If this interests you, please send us an email at would love to provide all the support necessary so that you can have the best experience with this template!

Best wishes,
Sara & Ann
The Organized Notebook Team

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.

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


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 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!