Take Control of Your Finances with the Simple Personal Finance Tracker for Notion

Perfect for anyone looking to gain a clearer understanding of their financial health without the complexity of traditional finance software.


Master Your Money with Ease

Effortlessly track your finances and budget better with our Simple Personal Finance Tracker.

Simple Dashboard

Get a clear view of your financial health with our user-friendly dashboard that highlights your income, expenses, and budgets, all at a glance.

Track Transactions

Log every transaction with ease. Whether it's a morning coffee or a major purchase, see where your money goes, identify spending habits, and make informed financial decisions.

Efficiently monitor multiple income streams. Track your regular earnings, side hustles, and occasional gains to see your total financial intake and understand how it balances with your outgoings.

Easy Budgeting

Set up monthly budget categories and track your spending against your goals. Stay on top of your finances with real-time updates and monthly budget reviews.

Optimized for The Ultimate Notion Experience

However you like to use Notion, this template meets all your needs. Plus, we've included guide & instructions to provide support whenever you need a helping hand.

Compatible with all devices

Enjoy a uniform and smooth experience on your phone, tablet, or computer across all devices.

Light & dark mode

The entire template is crafted to function flawlessly in both light and dark modes, allowing you to select your preferred setting.

Guides & instructions

This template includes detailed guide and instructions for each section of the template, ensuring you fully leverage its capabilities.


Frequently Asked Questions

You've reached the bottom of the page, which likely means you're either highly interested or have some questions remaining. Below, we cover everything you need to know about our product and how billing works.

Does this template work with Notion’s free plan?

Yes, this template works seamlessly with Notion's free plan. You can enjoy all the basic functionalities of the template without needing to upgrade to a paid subscription.

Why this Notion template is free?

It allows users to experience the benefits of this template without financial commitment, which can help build trust and demonstrate its value. And if you're satisfied with this free template, be sure to explore our other premium templates.

Is there specific documentation included with this template?

Yes, this template comes with detailed documentation. This guide includes step-by-step instructions on how to set up and make the most of the template to help you navigate and customize it according to your needs.

Is it possible to customize my template?

Yes, you can easily personalize this template to better fit your financial tracking needs. This template allows you to modify categories, adjust budget limits, add new sections, and tweak the layout to ensure the template works just the way you want it to.

Can I share this template?

Yes, you can share this template with others. Once you have it, you can provide access to friends, family, or colleagues by sending them a link or inviting them directly within Notion. However, please ensure that any sharing adheres to the terms of use associated with the template.