Personal Finance Tracker - Notion Template

Easily track your personal finances with this simple tracker!

Take control of your personal finances by using this simple and easy personal finance tracker for Notion!

This tracker has it all on one-page so you can view your current accounts, expenses, and budget at one time and improve your financial well-being. There are no frills and no complicated add-ons as everything is made within Notion, and it keeps the focus on what's important, your personal financial journey!

Uses only Notion-native feature - no additional integrations or add-ons needed!

This tracker includes:

💰 Account Balances - see all your accounts, credit cards, savings, and loans in one place

💰 Net Worth - view the total of all your balances and know your financial worth

💰 Finance History - track your financial journey and growth by seeing your past spending and income and how well you stayed within budget

💰 Budget - make your budget and see all your spending categories at a glance

💰 Expenses - log all your expenses and see where your money is going

💰 Income - keep track of all your money coming in and which buckets they're going to

Background + Personal Success

Hi, I'm Sara! I actually made this personal finance tracker for myself and have been using it for the last year and a half.

Ever since I moved my second brain to Notion, this tracker has been something I consistently use on a weekly, if not daily, basis. It has helped me curb my spending, see my budget at a glance, and improve my financial accountability much better than the previous apps that I was using. I hope that you find this template helpful, too!

If you have any questions or ideas for improvement, feel free to message me at rhinosaras.creates@gmail.com