Ultimate Personal Finance Tracker Notion Template: Navigate Your Finances, Achieve Your Goals

Your all-in-one solution for managing and understanding your personal finances


Finance Simplified: Track, Analyze, Achieve

Effortlessly track your transactions, analyze spending habits, and set achievable financial goals.

Multiple Account Tracking

Manage all your financial portfolios in one dashboard. Track the balances of your checking, savings, credit card, and cash accounts. View transactions from all accounts in a unified interface.

Savings Goals

Set specific financial goals for different purposes, such as vacations, emergency funds, or major purchases. Assign target amounts and deadlines, and track your progress with visual indicators. Adjust your savings strategy based on performance and timeline predictions.

Debt Management

Organize all your debts—credit cards, loans, mortgages—in one place. Track due dates, interest rates, minimum payments, and repayment progress. Utilize tools to strategize payoff methods like the snowball or avalanche techniques, helping you reduce debt efficiently.

Subscription Management

Catalogue all your recurring expenses, from streaming services to software subscriptions. Monitor start and end dates, renewal terms, and costs.

Here Is What's Inside

Whether you're planning to save for a big purchase, manage your debts, or simply keep a closer eye on your spending, this template is designed to streamline every aspect of your personal financial management.


Tailor the template to fit your personal finance needs with customizable views, filters, and tracking preferences.


Easily oversee all your financial accounts in one place.


View transactions from all accounts in a unified interface.


Manage money transfers between accounts effortlessly, without needing additional tools.


Categorize your spending and gain insights into your financial habits, helping you to make better budgeting decisions.

Savings Goals

Define and track progress toward your financial targets, helping you stay motivated and on track.


Access visual, comprehensive monthly reports that provide a clear overview of your financial health.

And more...!

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.

Make a one-time payment and enjoy lifetime access

No recurring subscription fees, just a single purchase and use forever.



Billed Once

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.

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.

Why do you need this template?

The Ultimate Personal Finance Tracker Notion Template is crucial for anyone aiming to achieve greater financial clarity and control. It consolidates all your financial information—accounts, debts, subscriptions, and expenses—into a single, customizable dashboard, making it easier to manage and visualize your financial health. This tool supports goal setting, debt management, and budget tracking, empowering you to make informed decisions quickly. With features like automatic monthly reports and subscription management, it not only saves time but also helps you stay on track towards financial stability and goals, making it an invaluable asset for both novices and experienced budgeters alike.