Notion Template Personal Finance Tracker Budget Planner, Notion Income And Expense Tracker, Notion Financial Planner, Notion Money Tracker

The Ultimate Finance Tracker is a thoughtfully-designed Notion template that helps you seamlessly manage everything related to your finances - including your income, expenses, bills, subscriptions, savings, goals and wish list. This digital planner is perfect for those looking to level up their finances and achieve their money goals!

View all the important information at a glance and input data into the tracker with the tap of a button, then delve deeper into the template to see more detailed breakdowns using the functional yet easy-to-use features of the planner.

BONUS: This template is regularly updated to maximise Notion’s latest features. Once purchased, you will receive all future updates to this template completely FREE!

In 2024, Notion launched their calendar app - Notion Calendar. Though not essential, it can make a great addition to your Notion experience so you will also receive full PDF instructions on how to use Notion Calendar alongside this template!


Also available in two more colours:
- Black (Dark Mode): https://www.etsy.com/listing/1625247022/notion-template-personal-finance-tracker
- Purple and white: https://www.etsy.com/listing/1626017790/notion-template-personal-finance-tracker


You might also like to check out the Ultimate Life Planner which includes everything in this template and so much more! Find it here: https://www.etsy.com/listing/1625166340/notion-template-ultimate-life-planner


**What Is Notion?**

Think of Notion as a digital hub where you can plan, create and organise documents, notes, to-do lists, and so much more, all within one workspace. It’s a powerful tool for both personal and professional use, providing an effective way to bring your thoughts and projects to life! It’s also completely free for personal use, and can be accessed through any device with an internet connection.


**What’s Included?**

Bank Accounts
- See all your bank accounts and their balances at a glance.
- Automatically updates as you input incomes and expenses.
- Categorised into main accounts and savings accounts.

Income Reports
- See a detailed breakdown of your income.
- Option to view incomes by a specific bank account, income category, or time frame.
- Easily input new incomes with the tap of a button.

Expense Reports
- See a detailed breakdown of your expenses.
- Option to view expenses by a specific bank account, expense category, or time frame.
- Easily input new expenses with the tap of a button.

Bill Tracker
- Keep track of all your bills - including the amount, date due and whether you have paid it each month.
- Easily input new bills or mark existing bills as paid with the tap of a button.

Subscription Tracker
- Keep track of your subscriptions - including their status, renewal date, category and costs.
- Automatically calculates your monthly and yearly costs when you input the costs and whether the subscription is Monthly or Yearly.

Savings Tracker
- Create and manage all your savings pots - including the category, savings goal, amount saved, and date to complete by.
- Watch the progress bar automatically progress as you reach your savings goals!

Input Tracker
- A place for you to track the action of inputting your income and expenses each month.
- Easily reset the tracker with the tap of a button at the end of each year.

Financial Goals
- Set and check-in on your financial goals, categorised into short, medium or long-term, and high, medium, or low priority.
- Easily input a new financial goal with the tap of a button.

Wish List
- Note down all the items you want to buy, and the relevant links and details to easily remember them when it’s time to make the purchase.
- View items by: All Items, Priority, To Buy, Bought, Category, and Price.


You will also get:
- Easy to follow video instructions throughout the template.
- PDF instructions on how to use the NEW Notion Calendar alongside the template.
- Access to all future updates to this template for FREE.
- Unlimited support from us!


**How Does It Work?**

- Purchase the template and download the PDF instantly.
- Create a FREE personal Notion account at http://www.notion.so/signup.
- Access the Notion template through the link provided in the PDF.
- Duplicate the template, get started and receive all future updates completely for free!


**What You’ll Need:**

- A Notion account (free for personal use)
- Desktop, Laptop, Tablet or Smartphone to access Notion
- A basic understanding of how Notion works is useful (it’s very easy to use - check this out for more info: https://shorturl.at/hmtGM)


**Things To Note:**

- This template has been optimised for use in a Desktop or Laptop therefore may look different to the listing photos when used on smaller devices. However, the function of the template remains consistent with any device.
- This template only works with the Notion App or Notion Website. You will also need an internet connection to use it.
- This is a digital download, so no physical items will be sent after purchase.
- All materials are for personal use only. No part of these templates can be distributed, sold, reproduced or used in any form without the written permission of The Notion Centre.


If you have any other questions, please don’t hesitate to reach out and we’ll be more than happy to help! Simply send us a message or email us at thenotioncentre [!at] gmail.com.