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expense tracker notion template | budget planner & income tracker

jddesignonline  

Item highlights

  • Digital download
  • Digital file type(s): 1 PDF

Seller's description

money stuff is stressful enough without your tracking system making it harder 💸

spreadsheets that break, budgets you set and never look at again, subscriptions quietly draining your account without you noticing. this notion expense tracker & digital budget planner brings everything into one clean, minimal dashboard — so you always know where your money is going and whether you're on track.

here's what's inside:

💰 overview

✔ wallet dashboard — your full financial picture at a glance, automatically updated.
✔ monthly & yearly reporting — spot trends, see patterns, and actually understand your spending over time.

📊 tracking

✔ income tracker — log and categorise every source of income.
✔ expense tracker — record and review your spending without the spreadsheet headache.
✔ subscription tracker — finally know exactly what you're paying for every month.

🎯 goals

✔ financial goal tracking — set your savings targets and watch your progress build with a built-in savings tracker.

an instant digital download for your notion template system — no experience needed, no complicated setup

a couple of things worth knowing:

✔ works with the free version of notion — no paid plan needed.
✔ once you purchase, you'll get an instant download link to duplicate it straight into your workspace.
✔ designed and optimised for desktop — it does work on mobile, but the layout will look a little different to the listing images.
✔ this template has had some aesthetic updates and quality of life improvements since the walkthrough video was filmed — the functionality is the same or better!
✔ a basic understanding of notion helps — if you're brand new, notion's own beginner guides are a great starting point.
✔ free canva banner template included 🎨

🚨 because this is a digital product, all sales are final and refunds aren't available.
🙋🏻‍♀️ got a question before you buy? send me a message — i'm always happy to help!

📌 instant digital download — nothing will be shipped.
📌 for personal use only — please don't redistribute or claim as your own.
📌 sharing your setup? i'd love to see it — tag me @jddesignonline 🤍

thank you so much for supporting my shop 💛

View more

Item review

Why this review appears

All reviews are from verified buyers. This review is shown automatically based on factors like recency, whether it includes comments, your chosen language, and whether the rating reflects the typical experience with the shop.

Summarized by AI

Love it Great design

“This template is perfect for keeping all my finances organized. It was easy to download and personalize, and I use an iPad for reference it works great! I look forward to budgeting now with my beautiful planner!”

Amiah

Sep 9, 2025

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Only 3 left and in 5 carts

NowPrice:$7.51

Original Price: $11.55

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Reviews for this item

What buyers say, summarized by AI: Love it Great design

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.

(12 reviews)

4.8 Item quality
5.0 Shipping
4.9 Customer service
100% Buyers recommend
Filter by category
4 out of 5 stars 4 This item

mary Oct 17, 2026

really useful and helpful for new writters that dont know where to beggin with

mary Oct 17, 2026

5 out of 5 stars 5 This item

Alix Dec 31, 2025

Absolutely love this!! I love how in depth everything is, easy to keep track of things. I can already tell it's gonna help me tremendously with finally saving.

Alix Dec 31, 2025

5 out of 5 stars 5 This item

Amiah Sep 9, 2025

This template is perfect for keeping all my finances organized. It was easy to download and personalize, and I use an iPad for reference it works great! I look forward to budgeting now with my beautiful planner!

Amiah Sep 9, 2025

Response from Jess Buchanan-Smith

thank you so much for your kind review AND for sharing your space 😍😍 I love seeing what you’ve done with the template!! 🌼☁️

5 out of 5 stars 5 This item

Melissa Jul 29, 2025

Sooooo perfect! All encompassing with all the data you could need to live in your rich girl era.

Melissa Jul 29, 2025

Seller's description

Specifications

notion template finance planner dashboard on laptop screen — budget tracker with income, expense, transfer and account buttons for easy money management.

money stuff is stressful enough without your tracking system making it harder 💸

spreadsheets that break, budgets you set and never look at again, subscriptions quietly draining your account without you noticing. this notion expense tracker & digital budget planner brings everything into one clean, minimal dashboard — so you always know where your money is going and whether you're on track.

here's what's inside:

💰 overview

✔ wallet dashboard — your full financial picture at a glance, automatically updated.
✔ monthly & yearly reporting — spot trends, see patterns, and actually understand your spending over time.

📊 tracking

✔ income tracker — log and categorise every source of income.
✔ expense tracker — record and review your spending without the spreadsheet headache.
✔ subscription tracker — finally know exactly what you're paying for every month.

🎯 goals

✔ financial goal tracking — set your savings targets and watch your progress build with a built-in savings tracker.

an instant digital download for your notion template system — no experience needed, no complicated setup

a couple of things worth knowing:

✔ works with the free version of notion — no paid plan needed.
✔ once you purchase, you'll get an instant download link to duplicate it straight into your workspace.
✔ designed and optimised for desktop — it does work on mobile, but the layout will look a little different to the listing images.
✔ this template has had some aesthetic updates and quality of life improvements since the walkthrough video was filmed — the functionality is the same or better!
✔ a basic understanding of notion helps — if you're brand new, notion's own beginner guides are a great starting point.
✔ free canva banner template included 🎨

🚨 because this is a digital product, all sales are final and refunds aren't available.
🙋🏻‍♀️ got a question before you buy? send me a message — i'm always happy to help!

📌 instant digital download — nothing will be shipped.
📌 for personal use only — please don't redistribute or claim as your own.
📌 sharing your setup? i'd love to see it — tag me @jddesignonline 🤍

thank you so much for supporting my shop 💛

  • Designed by
  • Item type
    Digital download
  • Digital file type(s)
    1 PDF
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Meet your seller

jddesignonline
jddesignonline ·

Wellington Region, New Zealand

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. 4.9
·
3.3k sales
·
6 years on Etsy

Speedy replies Has a history of replying to messages quickly.

Rave reviews Average review rating is 4.8 or higher.

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Listed on Oct 22, 2026