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Notion Template Personal Finance Tracker Budget Tracker Income Expense Tracker Business Notion Template Notion Finance Tracker Money Tracker

You can only make an offer when buying a single item

Highlights

  • Designed by TheProductivePlans
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 2 PDF

Let’s get organised with our Notion Template Personal Finance Tracker!

This all in one template is easy to navigate and will help you stay on top of your income, expenses, and financial goals from the notion dashboard. From subscription and budget trackers to managing accounts, debts and savings, and wish lists, this template covers it all and is great for those with a business. Get started today and take control of your life with our Notion Money Tracker!

Main Features:

• Four templates to choose from: Neutral, Rose, Sage + Mocha
• 15+ pages included
• Easy navigation
• Minimal aesthetic
• Easily customisable
• Lifetime template updates


What you can do:

• View your account balances
• Monitor income and expenses
• Overview your annual spending
• Keep track of your savings, investments, debit, and credit accounts
• Establish weekly, monthly and annual budgets
• Stay updated on your bill payments
• Monitor your subscriptions
• Review your savings and debt accounts
• Create wishlists
• Set financial goals
• Engage a savings challenge


What’s Included:

✧ Transactions:

• Income and expenses transactions
• Income and expenses calendars

✧ Overviews:

• Income and expenses monthly breakdown
• Income and expenses by category
• Yearly overview by month and year

✧ Accounts:

• Accounts (savings, investments, credit, and debit accounts)

✧ Trackers:

• Balance tracker
• Budget tracker
• Bills tracker
• Subscription tracker
• Savings and debt tracker
• Wishlist

✧ Goals:

• Financial goals
• Savings challenge


How it Works:

1. Purchase + Download the PDF and follow the simple instructions
2. Duplicate the template
3. Getting Started!


What You’ll Need:

• A device to access Notion’s website or app (e.g., a laptop, mobile phone, or tablet)
• A Notion account (sign up for free for a personal plan)
• A basic understanding of how to use Notion


Main Features:

• Easy navigation
• Minimal aesthetic
• Easily customisable
• Lifetime template updates


Please Note:

• This template is best optimised for light screen mode.
• This template is optimised for desktop and laptop.
• This is a digital download. There is no physical item sent after purchase.
• This template is designed to work exclusively with Notion and is not compatible with other websites or apps.
• This template is designed for English users and has not been optimised for other languages.
• File sharing or selling of this template is not allowed in any form.


Returns:

As this is an instant transaction, refunds or exchanges are not available. However, if you encounter any issues with the download or experience any dissatisfaction, please don't hesitate to reach out to us, and we'll be more than happy to help.

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Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

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TheProductivePlans
Alice
TheProductivePlans ·

London, United Kingdom

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.7
·
54.7k sales
·
3 years on Etsy
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Typically responds within a few hours

Typically responds within a few hours

Speedy replies Has a history of replying to messages quickly.

Reviews for this item

What buyers say, summarized by AI: Easy to use Love it

4.5

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(27 reviews)

4.4 Item quality
5.0 Shipping
4.5 Customer service
82% Buyers recommend
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5 out of 5 stars 5 This item

Marisa May 7, 2026

The quality is outstanding but the reply is so slow

Marisa May 7, 2026

5 out of 5 stars 5 This item

Riemer Apr 12, 2026

Perfect! Easy in use and great overview

Riemer Apr 12, 2026

4 out of 5 stars 4 This item

Joanne Jan 18, 2026

it was good to start

Joanne Jan 18, 2026

5 out of 5 stars 5 This item

WAGMI Jan 11, 2026

This product is very useful

WAGMI Jan 11, 2026

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