Skip to main content

8 Money-Savvy Notion Finance & Budget Templates

I'm obsessed with Notion, a productivity tool that helps you organise your life. I share my tips on how to get even more out of it.

Here are the top eight Notion budget templates that will help you improve your personal finances.

Here are the top eight Notion budget templates that will help you improve your personal finances.

Notion Finance Trackers and Budget Templates for Personal Finance Planning and Organisation

As we all know, trying to plan our personal finances can be a nightmare. Even if you are someone who takes a mental note of every penny spent, breaking down your budget can be tough work.

If you find it hard to budget your money and stay on top of what you spend and keep, you should use a Notion budget template. One of the below templates should give you all of the help you need to quickly and easily get your head around how to use budgeting to make your day-to-day planning so much simpler.

We are going to breakdown the following finance and budget templates:

  1. Finance Tracker
  2. Personal Budget
  3. Budget Planning
  4. The Ultimate Finance Dashboard
  5. Simple Spending Tracker
  6. Budget Tracker
  7. Personal Finance Dashboard
  8. Minimal Finance Tracker

1. Finance Tracker

A useful start to your Notion template checking would be this template (you can find it on Notion within the template gallery as "Finance Tracker"). It is designed to give you all of the help you could possibly need to easily and effectively track your financial decisions. This could help you easily break down things like personal costs, business costs, travel expenses, subscriptions, and more.

You can easily break down what you are spending, what you are saving, and where you are seeing the biggest expenditure. This allows you to more readily plan out your budget long-term.

2. Personal Budget

Another good choice for most people would be the Personal Budget template (this can be found on Notion under templates and searching for "Personal Budget"). This works well because you can simply use it to look through the personal expenses that you are seeing on a daily basis. This allows you to easily break down your budget for each day of the week, helping you to easily build up information on what you spend.

You can quickly spot poor spending habits by using this tool. Fill out the database without judgment for a week or two, and then look back and see where your money seems to go too commonly.

3. Budget Planning

A reliable pick for most might be to look into the budget planning template (this can be found on the Notion website under templates and searching for "Budget Planning"). This is a popular choice and it is free, so you immediately help your budget by having a free planner. You can then set things like monthly caps so that you know where you are spending, how much you are spending etc.

This should make your job much easier when it comes to properly build out a budget that you can be happy with. One of the best features of this is how effectively you can view and break down your expenses over considerable time.

4. The Ultimate Finance Dashboard

Another good choice for a lot of users would be the Ultimate Finance Dashboard (you can find this template on Gumroad and search for "Ultimate Finance Dashboard"). This gives you so much control over what you do and it allows you to easily break down key information about your spending habits. For example, you could break down things like financial habit tracking, expense tracking, net worth tallies, rates calculators, and more.

If you need a wholesale change to manage and control your money, this tool can offer you everything you are looking for to make that possible.

Read More From Toughnickel

5. Simple Spending Tracker

A great option for many would be to look at the Spending Tracker (you can find this template on Gumroad and search for "Simple Spending Tracker"). This is a simple and easy-to-use template that allows you to easily break down everything that you need to know. From spending categories that you can adjust to templates that allow you to look at your intentional and accidental spending, you can easily see where you need to make the most pertinent changes to your spending overall.

With monthly summaries, too, you can easily see where you might be going wrong and thus where you need to make changes. For that reason, then, this Notion template is definitely one that we highly recommend.

6. Budget Tracker

Another choice would be this budget tracker template (you can find this template on Notion and search under templates for "Budget Tracker"). This gives you all of the information you need in the one template to easily track how your money is being spent. You can break down the Incoming and Outgoing fees that you see leaving your bank on any given day.

This means you could easily plan out things like how much your bills are versus how much you bring in. With a bit of planning, this could help you make sure your income is balanced out and know you have enough to cover your expenses.

7. Personal Finance Dashboard

A useful alternative is the Personal Finance Dashboard (you can find this on Gumroad and searching for "Personal Finance Dashboard"). This works well as you can easily look through all of your most important details when it comes to spending. See your income versus expenses, build monthly stat sheets, add in new categories, and look at easy to follow and understand visual categories that show you where your money is coming and going.

This allows for you to go back months, even years, to see where your spending habits have gone. This makes it much easier to track your performance and thus make improvements to how you manage to spend your money.

As one of the more comprehensive options out there, the PDF is one of the best Notion templates for money management. Now, you should have no problem at all in making sure you are fully aware of what you are spending and where you are making savings.

8. Minimal Finance Tracker

Of course, not everyone needs a grandiose tracker. Sometimes you just want something simple: this minimal finance tracker gives you just that (find it by heading to Gumroad and searching for "Minimal Finance Tracker"). You can keep all of your information and financial details in one easy-to-follow and easy-to-read template.

Now you can better understand where your money is going, what problems might be holding you back, and where you likely need to make the most significant concessions.

You can easily keep track of everything from how much debt you are to what kind of debit agreements you have. In short, despite the minimal appearance, this allows you to have maximum control over your spending, your saving, and your general use of your money.

You can even use tools like bill splitting and reminders for anything coming up that requires you to spend to renew So, which Notion budget template do you think you will get the most use from? Take a look today and see for yourself what templates are available to try out today.

This content is accurate and true to the best of the author’s knowledge and is not meant to substitute for formal and individualized advice from a qualified professional.

© 2021 Russel Garret

Related Articles