Finance Tracker Notion Template
Struggling to keep track of your finances?
The Finance Tracker Notion Template is designed to help you manage your income, expenses, transfers between accounts, budgets, debt repayment, and financial goals, all in one organized and automated system.
✅ Quick Action Button – Instantly log transactions for seamless tracking.
✅ Automated Next Payment date – Stay ahead of upcoming bills & subscriptions.
✅ Automatic Calculations – Calculation formulas and roll-ups are already done for you
✅ Over Budget Alert – Get notified when you exceed your budget.
This all-in-one finance tracker includes:
Income Target & Categories
- Create income categories and set monthly targets for each income type every month
- See how much you actually made in each category automatically.
- Get the percentage income earned and highlights on whether you're below or over target.
Budget Tracker & Categories
- Create expense categories and set a budget for each expense category every month
- Automatically see how much you actually spent in each category.
- See the percentage budget spent and highlights on whether you're on budget or over budget.
Accounts Balances
- Keep an overview of your bank accounts and balances.
- Automatic update with every transaction.
Income Transactions Tracker
- Log all your income earned into its account and track all your earnings effortlessly.
- Every transaction adds up to your account balances and income target and category.
Expense Transactions Tracker
- Monitor where your money is going.
- Select the spending account and the expense category for automatic updates on account balances and budget trackers.
Transfers Transactions Tracker
- Record money transfers between accounts.
Bills & Subscriptions Tracker
- Never miss a payment with automated due date tracking.
Goals & Wishlist Tracker
- Set financial goals and save towards them.
- Use the transfer feature to monitor savings for wishlists/goals.
Debt/Loan Repayment Tracker
- Stay on top of your repayments and track progress.
- Use the transfer feature to monitor payments for loans and credit cards.
Monthly Report
- Get a clear overview of your financial health every month.
Stay organized, reduce financial stress, and take charge of your money with the Finance Tracker Notion Template!
FAQ
Does this work with a free Notion account?
- Yes, it does!
Is there a recurring fee for this?
- No! You have unlimited access to this template. Once you make the purchase, you can use it for as long as you want!
Can I customize this template?
- Of course! Feel free to make any changes.
I have some questions about the template. Where can I find help?
- Email me with any issues or questions at pinkeycanvatemplates@gmail.com
How it works:
- Purchase this Product
- You will receive an email from Gumroad with a link to your download.
- Follow the instructions and the link to your Notion template.
Important:
- Due to the digital nature of this product, you will not receive a physical shipment. Upon purchase, you will receive a download link with the Notiona templates.
- All digital products are final sales and cannot be refunded or returned.
- You must not share, re-sell, re-distribute, or give away any of these templates or graphic elements, they are for your use only.