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Hashim Sultan
Mar 24, 2025
Table Of Content
Best Notion Finance Templates to Take Control of Your Money
Managing your finances doesn’t have to be overwhelming. With the right tools, you can budget smarter, track spending, and achieve your financial goals with ease. Notion, one of the most versatile productivity platforms, offers a wide range of finance templates to help you organize your income, expenses, savings, and subscriptions—all in one centralized dashboard.
In this blog, we’ve curated the 50 best Notion finance tracker templates, including both paid and free options, perfect for individuals, freelancers, and small business owners. Whether you're looking for a comprehensive budgeting system like the Notion Life OS, a powerful workspace like the Notion Second Brain, or a dedicated financial tracking solution like Notion Finance OS, you'll find templates to suit your needs and help you take full control of your financial life.
Looking to optimize more areas of your Notion workspace? Check out these helpful guides:
Best Notion Business Templates for 2025 – streamline operations and run your business in Notion.
Best Notion To-Do List Templates – stay on top of your daily tasks and project deadlines.
Best Notion Habit Tracker Templates – build better habits and track progress over time.
Let’s explore the top Notion finance templates to transform the way you manage money, budget smarter, and plan for the future.
Paid Notion Finance Templates
1. Notion Life OS
Notion Life OS is an all-in-one life management system that also includes a powerful finance layer. It’s ideal if you want your budgeting, goals, habits, and daily planning all connected in one Notion workspace.
You can:
Track income, expenses, and budgets alongside your life goals
Connect finances with routines, habits, and reflections
Keep relationships, tasks, and projects in the same system
Perfect for students, professionals, and anyone who wants a single Notion dashboard for life and money.
2. Notion Second Brain OS
Notion Second Brain OS focuses on knowledge, tasks, and projects—but it also supports financial organization when used as your central workspace.
Use it to:
Organize ideas, resources, and project plans
Connect tasks, deadlines, and financial responsibilities
Keep everything you need for work and life in one second brain
Great for professionals, students, and creatives who want a Notion system that organizes both work and money decisions.
3. Notion Ultimate Business OS
Notion Business OS is built for agencies, founders, and small teams who need projects, clients, and finances managed in one place.
Key features:
✅ Project & Task Management – Track projects, priorities, and deadlines
✅ Client CRM – Store client details, notes, and interactions
✅ Financial Tracking – Monitor income, expenses, and budgets
✅ Team Collaboration – Assign tasks and manage team workload
Ideal for entrepreneurs and agencies who want one Notion business system instead of juggling multiple tools.
4. Notion Commerce Business OS
Notion Commerce Business OS is designed for e-commerce owners and retail businesses that need better control over inventory and finances.
Key features:
✅ Inventory Management – Track stock levels and restocking
✅ Order Management – Follow orders from placement to delivery
✅ Financial Overview – Monitor revenue, expenses, and profit
✅ Supplier Management – Organize vendor details and purchase orders
Perfect for online store owners, dropshippers, and small retail businesses running operations inside Notion.
5. Notion Finance OS
Notion Finance OS is a dedicated Notion finance tracker that helps you stay on top of everything money-related in one clean dashboard.
You can:
Track income and expenses
Use a 50/30/20 budgeting system
Generate automated financial reports
Monitor progress toward your financial goals
Ideal if you want a focused Notion budgeting and finance system without extra distractions.
6. Notion Freelance Dashboard
The Notion Freelance Dashboard is a full workspace for freelancers and solopreneurs who want to manage both projects and money in one place.
Key features:
✅ Project & Task Tracker – Track client work, milestones, and deadlines
✅ Finance & Invoices – Monitor earnings, expenses, and invoice status
✅ Client CRM – Store briefs, details, and communication history
✅ Planning Tools – To-do lists, time tracking, and planning views
Perfect for designers, writers, consultants, and creatives who want a Notion system that connects workflow and income tracking.Get this Template.
7. Ultimate Personal Finance Dashboard for Notion
This Ultimate Personal Finance Dashboard gives you a bird’s-eye view of your financial health inside Notion.
Key features & benefits:
Complete dashboard for income, expenses, savings, and investments
Automated monthly financial reports
Savings and investment tracking for long-term goals
Customizable categories and layouts
Financial independence calculator to estimate time to FI
Ideal for users who want data-rich insights and long-term planning in Notion.
8. Finance & Budget Tracker Notion Template
This Finance & Budget Tracker is a structured Notion system for budgeting and goal setting.
You can:
Track income, expenses, and savings in one place
Create and monitor short and long-term financial goals
Use a monthly overview dashboard
Customize expense categories
Analyze spending patterns to optimize your budget
Great for anyone who wants a clear budgeting workflow in Notion.
9. Notion Finance Tracker Template
This Notion Finance Tracker pulls every part of your financial life into one central dashboard.
Key features:
Real-time account balance tracking
Monthly income and expense reports
Fund transfer logging between accounts
Financial goal tracking
Custom monthly budget planner
Subscription tracker
Categorized income and expense views
Monthly overview of your entire financial picture
Perfect for users who want full control in a single finance hub.
10. Notion Financial Buddy Template
Notion Financial Buddy acts like a personal assistant for your money.
What’s included:
Central finance dashboard
Income and expense databases
Account and wallet management
Subscription tracking
Savings planner
Category-based organization for all transactions
Best for users who want a friendly, organized personal finance system in Notion.
11. Notion Finance Tracker
This Notion Finance Tracker template focuses on budgeting, debt tracking, and savings in an all-in-one layout.
Core features:
Unified dashboard for accounts, income, expenses, and transfers
Budget tracker for savings and spending goals
Debt and loan management
Recurring payment and subscription tracking
Categorized transactions with analytics
Financial summary for trend and cash-flow review
Ideal for those who want a structured money overview each month.
12. Notion Finance and Budget Planner
The Notion Finance & Budget Planner is designed for users who want more automation in how they track money.
What’s inside:
Goal planner for financial milestones
Income tracker with budget comparisons
Auto-updating budget balance
Categorized expense tracking
Real-time net worth calculator (assets vs liabilities)
Wishlist and subscription tracking
Perfect if you want an automation-friendly Notion budget planner.
13. Finance & Budget Tracker Notion Template
This Finance & Budget Tracker focuses on expenses, bills, and recurring payments.
Template includes:
Financial summary dashboard
Transaction log
Wallet and account management
Bills and subscription tracker
Transfers, debts, and loans manager
Monthly reporting and financial goals views
Great for users who want a straightforward system to manage bills and cash flow.
14. Financial Mastery Notion Template
Take charge of your personal and business finances with ease.
The Financial Mastery template offers a clear, structured system to help you track income streams, separate personal and business spending, and generate automatic reports for better decision-making. It's ideal for users who want financial clarity without the complexity.
Key Highlights:
Unified tracking for income and expenses
Personal and business finance separation
Custom category creation for detailed tracking
Automatic monthly and yearly financial summaries
15. Notion x Finance Template
Streamline your finances with this minimalist, high-functioning Notion finance template.
Notion x Finance is crafted to make daily money management effortless and insightful. With its automatic balance updates, flexible transaction tracking, and categorized breakdowns, this template is perfect for those seeking better control over spending and saving.
Why You’ll Love It:
Fast transaction logging with automatic balance updates
Expense categorization for smarter budgeting
Debt tracking and repayment focus
Financial goals section for future planning
Insightful category analytics to curb overspending
16. Notion Emotional Finance Tracker
The Notion Emotional Finance Tracker is designed to help you not only manage your budget but also understand your emotional relationship with money. With this template, you can gain clarity on spending triggers, build mindful habits, and align your finances with your personal goals.
It comes in two stunning designs—minimal and green aesthetic—perfect for any Notion workspace style.
Key Features:
Track and budget your income, expenses, and savings
Analyze spending patterns and identify emotional triggers
Set and visualize savings goals to stay motivated
Organize and prioritize a personalized wishlist
Build a mindful and balanced financial routine
17. Notion Ultimate Finance Tracker
Take complete control of your finances with the Ultimate Notion Finance Tracker—a powerful all-in-one system to streamline your budgeting, savings, and account management.
Included Features:
Monitor all account balances in one place
Seamlessly transfer funds between accounts
Set and track monthly category-wise budgets
Log and visualize incomes and expenses
Keep tabs on subscriptions and recurring payments
Generate monthly, quarterly, and yearly financial reports
Define and pursue financial goals with clarity
18. Notion Expense Tracker
Struggling to manage daily spending? The Notion Expense Tracker offers a simple yet effective way to record, categorize, and analyze your everyday expenses to build smarter money habits.
What You'll Get:
Daily expense tracking with a monthly summary
Categorized views to spot high-spending areas
A clear visual overview of your financial patterns
Improved budgeting and decision-making
A clutter-free alternative to spreadsheets and traditional tools
19. Notion Budgeting Tracker
The Notion Budgeting Tracker brings all essential budgeting tools into a single dashboard to help you build savings, manage debts, and stay on top of bills.
Core Features:
Add transactions for income, expenses, savings, debts, and bills
Set up custom financial accounts within your dashboard
Access complete, monthly, and yearly overviews
Filter views by specific dates for deeper insights
Compatible across MacOS, Windows, iOS, and Android
20. Notion Finance Journal
If you’re looking for a sleek and aesthetic way to stay on top of your personal expenses, the Notion Finance Journal is your perfect companion. Optimized for mobile use, it helps you track on the go and organize spending effortlessly.
Highlights:
Elegant layout for daily entries
Pre-made templates for common spending categories
Ideal for users who value both beauty and function in budgeting tools
21. Notion Finance Second Brain
Take your money management to the next level with the Notion Finance Second Brain, a fully-featured finance hub that supports both personal and business use.
What’s Inside:
Dashboards and databases for accounts, income, expenses, credit cards, bills, transfers, subscriptions, loans, goals, and investments
Smart automation for calculations and financial alerts
Central notification center and quick-access buttons
Language and currency options (Spanish, USD, EUR)
Step-by-step instructions to guide your setup
22. Notion Personal Finance Tracker
Simplify your finances with this Minimal Personal Finance Tracker for Notion. Gain monthly insights, manage custom categories, and get a full-year breakdown of your financial activity.
Top Features:
Quick income and expense tracking
Monthly income vs. expense stats
Easy category creation
Annual and monthly category-wise summaries
Complete historical record across months and years
23. Notion Ultimate Finance Tracker
Revolutionize your financial planning with the Ultimate Finance Tracker in Notion, combining budgeting, investment tracking, and financial health monitoring in one seamless system.
Core Benefits:
Quick capture system and intuitive navigation
Auto-generated monthly, quarterly, and yearly reports
Budgeting with automation for ease
Track financial health, goals, and savings
Manage subscriptions, bank transfers, and loans
Central investment and debt tracking system
24. Notion Smart Financial Template
Designed with simplicity and power in mind, the Smart Financial Template for Notion helps you stay organized and achieve your financial goals with ease. Ideal for users who love clean design and efficiency.
Template Includes:
Income and expense tracking
Account balance monitoring
Monthly and annual budgeting tools
Subscription and wishlist management
Cash flow updates and daily use support
25. Notion Finance Tracker
The Notion Finance Tracker is your all-in-one solution to organize, simplify, and take control of your finances with clarity and ease.
Track and Manage:
Multiple account balances
Income and expense entries
Subscriptions and recurring payments
Financial goals and milestones
Monthly budgeting and planning
Streamlined quick actions for better navigation
Free Notion Finance Templates
26. Basic Finance Tracker
A simple but effective Notion finance tracker for managing income and expenses in one place.
Key Features:
Track Monthly Income & Expenses with ease.
Calendar View Integration for a structured financial overview.
Organized Categories for streamlined financial management.
Quick Financial Actions to log transactions effortlessly.
27. Notion Budgeting Template
Designed around Elizabeth Warren’s 50/30/20 budgeting rule, this Notion budget planner makes it easy to allocate income, manage expenses, and track financial goals.
Key Functions:
Automated Income Allocation into essential, discretionary, and savings categories.
Expense Categorization & Spending Insights for better financial control.
Validation Checks to ensure alignment with the 50/30/20 rule.
28. Notion Paycheck Budget Planner
Ideal for those who budget paycheck-to-paycheck, this Notion template ensures effective income allocation and expense tracking.
Key Features & Benefits:
Paycheck-Based Budgeting: Allocate income into savings, bills, and expenses.
Expense & Savings Tracking: Monitor financial flow and spending habits.
Customizable Budget Categories: Adapt the planner to specific financial goals.
Progress Tracking: Stay on top of savings and budget plans.
29. Notion Budget Planner (Minimalist)
This minimalist Notion budget planner is designed for those who want a clean, distraction-free financial management system. It provides a centralized financial dashboard for tracking income, expenses, and savings while maintaining a clutter-free and efficient layout.
Key Features & Benefits:
All-in-One Financial Dashboard: Manage accounts, income, expenses, and payees in one place.
Device-Responsive Design: Optimized for both desktop and mobile users.
Minimalist Interface: A light and dark mode design for seamless budgeting.
30. Notion Budget Tracker
A detailed and free Notion budgeting template that allows you to track monthly income, manage expenses, and monitor financial categories efficiently. This tool helps users organize their budget and automatically calculate remaining balances.
What’s Included:
Monthly Income Tracker to log all earnings.
Budget Planning Dashboard for structured financial management.
Expense Tracker by Category to understand spending habits.
Automated Budget Calculation to track remaining funds.
31. Notion Finance Tracker
This interactive Notion finance tracker transforms budgeting into an engaging experience. Designed for visual thinkers and financial planners, this template provides real-time financial tracking with automation and detailed categorization.
Key Features & Benefits:
Holistic Transaction Tracking: Manage income, expenses, savings, and transfers.
Smart Categorization: Organize all financial transactions into structured categories.
Debts & Goals Dashboard: Track savings progress and debt repayment plans.
Jar System for Budgeting: Allocate funds across different spending categories. (Premium Version)
Subscription Tracker: Monitor and manage recurring payments to avoid surprise charges. (Premium Version)
Automated Tax Calculation: Simplifies tax season with structured financial records. (Premium Version)
Business-Friendly Features: Manage multiple accounts and business transactions effortlessly.
32. Notion Monthly Budget Tracker
A straightforward Notion budget tracker designed for monthly financial planning. This template helps users log expenses, track income, and monitor budget categories for a clear understanding of their financial situation.
What’s Included:
Expense & Income Tracking for precise financial management.
Multiple Budget Categories for organized spending.
Automated Budget Indicators to track financial health easily.
33. The Financial Dashboard Template
A comprehensive Notion financial dashboard that integrates budget tracking, investment monitoring, and expense management into one seamless interface.
Key Features & Benefits:
Complete Financial Overview: Monitor income, expenses, net worth, and assets.
Investment Tracker: Keep track of portfolio performance and market changes.
Budget Planning System: Create detailed financial plans for improved spending habits.
Spending Categorization: Understand and analyze expense patterns with ease.
Visual Analytics: Use charts and graphs to gain deeper insights into financial health.
34. Simple Travel Budget Planner
Planning a vacation? This travel budgeting template for Notion helps you plan expenses, track spending, and manage currency conversions for stress-free financial management while traveling.
What’s Included:
Pre-Loaded Travel Budget Categories for flights, accommodation, food, and more.
Expense Tracker to log every travel-related expense.
Currency Calculator for hassle-free international travel budgeting.
Expense Date Tracker to monitor spending habits throughout the trip.
35. Financial Tracker Notion Template
A powerful Notion financial tracker providing an all-in-one system to manage income, expenses, savings, and debt repayment. This template offers advanced financial insights and automation to help users stay on top of their finances.
Key Features & Benefits:
Income & Expense Tracker for detailed financial documentation.
Budgeting Dashboard to monitor spending habits and set financial limits.
Savings Goal Management to track progress towards financial objectives.
Debt Repayment Tracker to ensure on-time loan and credit payments.
Detailed Financial Reports for analyzing trends and improving money management.
36. Notion Money Manager Template
Simplify your personal finance tracking with this clean and intuitive Notion Money Manager template.
Designed to help you stay on top of your financial life, this template offers a streamlined approach to monitoring income, expenses, and account balances—all within one organized workspace. With built-in categorization and visual clarity, it ensures you can manage your money more efficiently and make informed budgeting decisions.
Key Features:
Centralized income and expense tracker
Account balance visualizer
Easy-to-use category system
Clear, minimalist dashboard for seamless navigation
37. Aesthetic Budget Template Notion
Track your spending in style with this beautifully designed Aesthetic Budget Notion template.
Ideal for those who want an elegant yet functional budget tracker, this free template helps you monitor daily expenses, review monthly spending habits, and adjust your financial goals accordingly. Its aesthetic layout makes budgeting more enjoyable while keeping you focused on your money management.
Highlights:
Aesthetic interface for a pleasant planning experience
Month-end budget analysis to identify overspending or savings
Easy-to-update expense database
Great for beginners and visual planners
38. Free Notion Expense Tracker
Build a healthy financial habit with this beginner-friendly Notion Expense Tracker.
If you’re new to budgeting or want a simplified way to track spending, this template is the perfect place to start. It focuses on clarity and ease-of-use, giving you everything you need to track income and expenses by date, visualize balances, and stay mindful of your financial goals.
Features:
Income and expense tracker
Automated balance, total income, and total expense summaries
Designed for use with a single account
Simple, intuitive layout for effortless navigation
39. Free Notion Subscriptions Tracker
Keep your recurring expenses under control with this free Notion Subscriptions Tracker.
From Netflix to Amazon Prime, recurring subscriptions can silently drain your budget. This template helps you take back control by organizing your active subscriptions, categorizing monthly expenses, and calculating upcoming renewal dates—ensuring you stay within budget and avoid surprises.
Template Features:
Minimalist and clean layout
Subscription tracker by category
Billing frequency and renewal date management
Automatically calculates next renewal dates
40. Notion Finance Tracker for Free
A complete free Notion finance template to take charge of your money and budgeting routine.
Whether you’re managing personal expenses or planning your monthly finances, this free Finance Tracker is designed to make money management simple and accessible. With clear sections and automation-ready views, it's a great starter template to gain control of your financial habits.
Key Highlights:
Dedicated income and expense tracking
Monthly reports for spending analysis
Clean layout with quick-access actions
Beginner-friendly and easy to navigate
41. Notion ADHD Finance Template
The Notion ADHD Finance Template is designed to support individuals who struggle with impulsive spending habits by offering a mindful and simplified approach to money management. Whether you have ADHD or just want to build better spending habits, this template empowers you to pause, reflect, and take control of your financial decisions.
What’s Included:
A single-page, distraction-free layout tailored to reduce overwhelm
2025-ready functionality with upgraded Notion buttons
A built-in “pause before purchase” method to help curb impulse buying
Savings and spending tracker for improved financial awareness
Easy-to-follow tips for users new to Notion
Perfect for building intentional spending habits and achieving financial mindfulness.
42. Notion SMART Finance Tracker
The SMART Finance Tracker for Notion is a complete money management system that helps you track income, expenses, subscriptions, and savings in one intuitive dashboard. It's perfect for optimizing your financial planning and building long-term stability.
Structure Overview:
Dashboard: Centralized control panel for all financial activities
Global Navigation: Instantly switch between Home, Income & Expenses, Subscriptions, and Savings
Income Tracker: Log income with monthly breakdowns and source insights
Expense Tracker: Categorize and monitor your spending efficiently
Subscriptions Manager: Prevent forgotten payments by tracking all recurring charges
Savings Hub: Set, track, and grow your savings goals—emergency funds, investments, and more
Stay organized, financially confident, and goal-driven with this smart Notion budgeting template.
43. Notion 50/30/20 Budget Tracker
Implement the popular 50/30/20 budgeting rule with ease using this simple and effective Notion template. This tracker helps you divide your income into needs, wants, and savings—making budgeting accessible to anyone.
How It Works:
Needs (50%): Track essential costs like rent, groceries, transportation, and bills
Wants (30%): Manage spending on lifestyle expenses like dining out, entertainment, and travel
Savings (20%): Allocate funds for debt repayment, investments, and future goals
Ideal for anyone seeking a structured and minimalist approach to monthly budgeting.
44. Notion Finance Tracker
The Notion Finance Tracker offers a complete system to simplify and organize your financial life. Whether you're budgeting, monitoring expenses, or reviewing annual trends, this template has all the essentials.
Key Features:
Income chart and tracker
Yearly and all-time financial overviews
Expense tracker with category sorting
Bank account management
Subscription log
Automated workflows for smooth operation
Perfect for gaining full visibility into your financial habits and goals.
45. Notion Finance Tracker
Take charge of your financial journey with this fully customizable Notion Finance Tracker. Tailor the template to your personal or business needs and simplify the way you manage money.
Why It Stands Out:
Categorize and track income and expenses with ease
Add notes, attach receipts, and prepare data for taxes
Export your financial records for reporting
User-friendly and flexible—no need for complex tools or spreadsheets
An ideal solution for beginners and experienced budgeters alike.
46. Notion Finance Tracker
Manage your finances with clarity using this minimal and effective Notion Finance Tracker. Designed for simplicity, it helps you monitor key financial elements without the clutter.
Highlights:
Track income and expenses
Build an optimized budget
Get clear financial summaries in one place
A smooth and accessible template for everyday budgeting.
47. 50/30/20 Notion Budget Tracker
Built around the 50/30/20 budgeting framework, this Notion template offers a straightforward solution for managing monthly finances with a clean, modern layout.
Key Features:
Automated monthly summaries for better insight
Aesthetically clean and minimalist interface
Minimal databases for a distraction-free experience
Best for users who want a no-fuss way to manage budgets effectively.
48. Notion Finance Tracker
The Notion Finance Tracker is a practical and fast tool for keeping your income and expenses in check. It provides a simple, intuitive interface for budget tracking across months.
What's Inside:
Income tracker to log earnings
Expense tracker with clear categorization
One-click button to add a new month and start fresh
Great for anyone who prefers a lightweight and easy-to-maintain financial planner.
49. Notion Ultimate Budget Tracker
This Notion Budget Tracker is perfect for individuals and entrepreneurs who want a better overview of their finances and avoid overspending.
Key Features:
Multi-currency support for global users
Automatic calculations of actual vs. budgeted expenses
Expense tracking by category
Monthly and yearly budget views
Fully accessible from desktop and mobile devices
Ideal for maintaining organized, efficient, and consistent money management habits.
50. Notion Personal Finance Tracker
The Notion Personal Finance Tracker is a customizable, all-in-one solution to monitor your income and expenses while staying on top of your monthly budget.
Main Features:
Automated Balance Calculator: Calculates your monthly and overall balance
Budget Tracker: Define and adjust your budget goals
Database System: Record income and expenses with detailed breakdowns
A practical choice for anyone seeking better financial awareness and control.
Final Thoughts: Take Charge of Your Finances with Notion
Managing your money doesn’t have to be overwhelming—especially when you have the right tools at your fingertips. With these top 50 Notion finance tracker templates, you can take control of your income, expenses, budgeting, savings goals, and more—all from a single, organized Notion workspace.
Whether you're looking for an all-in-one system like Notion Life OS, a focused finance dashboard like Finance OS, or simple and free options to track subscriptions and daily spending, there’s a Notion finance template that fits your lifestyle and money goals.
These templates aren’t just about numbers—they're about building financial clarity, cultivating smarter spending habits, and setting yourself up for long-term success.
Looking to get even more out of your Notion setup? Explore more expert guides from our blog:
Best Notion Business Templates for 2025 – streamline business operations with powerful all-in-one systems.
Best Notion To-Do List Templates – boost productivity and manage your tasks efficiently.
Best Notion Habit Tracker Templates – build positive habits and stay consistent with visual tracking tools.
Best Notion Project Management Templates – manage workflows, teams, and deadlines all in one place.
From budgeting to business, Notion empowers you to stay organized in every area of your life. Ready to take control? Start building your ideal financial system with these Notion templates today.
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