5 Best Notion Personal Finance and Budgeting Templates for 2023

Notion is a great tool for tracking projects and tasks, but it is just as powerful as a personal finance tracker. Notion's unique table approach to databases makes it super easy to manage and track income, expenses, and investments. Using Notion, you can monitor spending patterns over time, which can help identify areas where money is needlessly wasted. In addition, Notion can be used to set up reminders for bills and other financial obligations. Notion offers a free mobile app that makes it super easy to capture everything you spend, including bills paid and receipts. and As a result, Notion is an invaluable tool for anyone looking to get their finances in order.

For most people, personal finances can be a stressful and overwhelming topic. There are so many things to consider - income, expenses, savings, debts, investments - and it can be difficult to know where to start. By creating a budget and tracking your spending, you can get a better understanding of where your money is going. This information can then be used to make informed decisions about your future spending and saving. Additionally, tracking your finances help you to identify areas where you may be able to cut back on unnecessary expenses. In short, taking the time to track your personal finances can pay off in both the short and long run.

One of the most important steps in maintaining financial health is creating and sticking to a budget. But knowing where to start can be difficult. There are several different budget templates available online, and choosing the right one can seem daunting. However, considering your specific financial situation and needs, you can find a Notion template that will work for you. When evaluating budget templates, consider factors such as your income, expenses, tracking spending and transactions, ability to save money, and debt repayment. By selecting a Notion template that best fits your needs, you can take control of your finances and achieve your financial goals. Here are five of our favorite Notion templates:

Created by Daniel Canosav, a certified Notion consultant, this Notion template automatically generates monthly and yearly reports so you can see a holistic view of where you spend, bills paid, and sources of income. You can easily capture a new expense item with the relevant transaction details, such as the expense category and payment method.

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Ian Dikhtiar, a certified Notion consultant, created this Notion finance template which includes almost everything you need to get a handle monthly budget, track your portfolio, monitor accounts, and more. This Notion template is ideal for managing your subscriptions across multiple spending categories with this popular expense tracker.

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Easlo, designed an elegant personal finance Notion dashboard to track expenses, subscriptions, and bills, keep a monthly budget and income tracking. At the end of each month, you can see if any money is left for additional savings.

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We like this Notion finance tracker because it supports different categories of expenses which helps identify the spending categories impacting your monthly budget. The budget tracker allows you to create budget limits for specific expenses and alerts you when you exceed your financial goals. This template is great for both business and personal use.

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Atul Anand has designed a beautiful set of dashboard views to help you optimize your monthly budgets and monitor your investment portfolio. This Notion template includes a budget tracker preloaded with expense categories to help you keep a monthly budget. This Notion finance tracker even includes a financial planner with Annual, Quarterly, and Monthly views.

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How to use Notion templates to manage your finances

To get started, simply select the Notion template that best fits your purposes and add your expense and budget data. Most Notion templates include an expense tracker to help categorize your expenses by type, date, personal use, or business expense, and view your budget data in graph form to get a better understanding of where your money is going. Once you've set up your expense and budget tracker, you can monitor your progress toward financial goals and adjust your spending habits as needed. Some Notion templates include a finance tracker, which helps you measure portfolio performance across different areas of assets such as stocks, mutual funds, crypto, and real estate. With a little effort, you can use Notion to take control of your finances and achieve financial peace of mind.

One of the best ways to stay on track with your finances is to set a budget. Sit down and figure out how much money you have coming in each month, then track your spending in Notion to see where your money is going. Once you have a good understanding of your spending habits, you can set realistic goals for where you want your money to go. Another helpful tip is to set up autopay for your bills. This way, you never have to worry about forgetting to make a payment or being late on a bill. Finally, set aside some money each month for unexpected expenses. By following these simple tips, you can take control of your finances and start reaching your financial goals.

There's a lot to personal finance, and it can be tough to keep track of everything. However, with the help of Notion templates, you can get a handle on your finances.

Start by downloading one of the Notion templates featured in this post or browse the hand-picked (free and paid) Notion finance templates to find a Notion budgeting template or Notion personal finance tracker template that fits your needs 👇