Last Update: Oct 14, 2024

Track all your Finances in one place with Notion

Track all your Finances in one place with Notion

Track all your Finances in one place with Notion

Finance OS is an ultimate finance tracker Notion template that lets you easily manage and keep track of your finances from one place.

Complete Notion System to Help You Take Control of Your Finances

Complete Notion System to Help You Take Control of Your Finances

Complete Notion System to Help You Take Control of Your Finances

The ultimate Notion Finance Tracker for mastering your personal finances. Manage expenses, track income, and visualize your financial goals—all in one streamlined template.

The ultimate Notion Finance Tracker for mastering your personal finances. Manage expenses, track income, and visualize your financial goals—all in one streamlined template.

The ultimate Notion Finance Tracker for mastering your personal finances. Manage expenses, track income, and visualize your financial goals—all in one streamlined template.

Notion Charts

Notion Charts

Budget with 50/30/20 method

Auto Monthly Reports

Manage your Incomes

Manage your Expenses

Transfer Funds between accounts

Track Your Debts

Track Your Debts

Save for Goals

Auto Subscription & Bills Manager

Notion Finance Hub - Ultimate Finance Tracker Template In Notion

Easy Calendar Overview

Notion Finance Hub - Ultimate Finance Tracker Template In Notion

Easy Calendar Overview

Notion Finance Hub - Ultimate Finance Tracker Template In Notion

Easy Calendar Overview

Notion Finance Hub - Ultimate Finance Tracker Template In Notion

Easy Calendar Overview

Packed with Features to Streamline Your Financial Management

Packed with Features to Streamline Your Financial Management

Packed with Features to Streamline Your Financial Management

Finance OS offers everything you need to build better financial habits, manage your money smarter, and achieve your goals.

Finance OS offers everything you need to build better financial habits, manage your money smarter, and achieve your goals.

Finance OS offers everything you need to build better financial habits, manage your money smarter, and achieve your goals.

Incomes & Expense Tracker

Incomes & Expense Tracker

Finance OS allows you to effortlessly track your income, expenses, budgets, and financial goals all in one place.

Account Management

Account Management

You can organise your finances by accounts and categories, making it easy to understand where your money is coming from and where it's going.

Category management

You can manage your finance by category easily. Add monthly categoric budgets and see where your are spending your money.

Monthly & Yearly Reports

Finance Hub provides detailed monthly reports, offering a comprehensive overview of your financial activities.

Finance OS provides detailed monthly reports, offering a comprehensive overview of your financial activities.

Notion Charts

Visualize your financial data with dynamic charts integrated throughout the template. These charts offer an intuitive, graphical view of your finances.

Goals, Wishlist & Debts

Goals, Wishlist & Debts

Monitor your financial goals and wishlist items, helping you prioritize long-term goals and manage savings plans for future purchases.

Recurring Subscription & Bills

Recurring Subscription & Bills

Easily manage and keep track of your subscriptions and recurring bills. Track spendings and see the next payment dates.

Monthly Budget Tracking

Monthly Budget Tracking

Easily manage and keep track of your subscriptions and recurring bills. Track spendings and see the next payment dates.

Investment Tracking

Investment Tracking

Overview and track your Investment Portfolio, Check your profits, and easily add more investment from your accounts.

Gain full visibility and control over your financial life with this powerful Ultimate Finance Board

Gain full visibility and control over your financial life with this powerful Ultimate Finance Board

Gain full visibility and control over your financial life with this powerful Ultimate Finance Board

Simplify your money management with Finance OS Notion template. Effortlessly track your income, expenses, budgets, financial goals, and more all in one place.

Simplify your money management with Finance OS Notion template. Effortlessly track your income, expenses, budgets, financial goals, and more all in one place.

Simplify your money management with Finance OS Notion template. Effortlessly track your income, expenses, budgets, financial goals, and more all in one place.

Check Out the Walkthrough Video

Check Out the Walkthrough Video

Check Out the Walkthrough Video

Watch the video to see what is packed inside the Finance OS.

Watch the video to see what is packed inside the Finance OS.

Watch the video to see what is packed inside the Finance OS.

Manage all your Accounts from one place

Manage all your Accounts from one place

Manage all your Accounts from one place

Manage multiple bank accounts, credit cards, or investment accounts in one place. There's no limit to the number of accounts you can add, providing flexibility and comprehensive financial control.

Manage multiple bank accounts, credit cards, or investment accounts in one place. There's no limit to the number of accounts you can add, providing flexibility and comprehensive financial control.

Manage multiple bank accounts, credit cards, or investment accounts in one place. There's no limit to the number of accounts you can add, providing flexibility and comprehensive financial control.

Account Management in notion Finance Hub
Account Management in notion Finance Hub
Account Management in notion Finance Hub
Account Management in notion Finance Hub
Incomes and Expenses in notion Finance hub
Incomes and Expenses in notion Finance hub
Incomes and Expenses in notion Finance hub
Incomes and Expenses in notion Finance hub

Log Incomes & Expenses

Log Incomes & Expenses

Log Incomes & Expenses

Easily add incomes and Expenses, Organise them by category and take an overview of your monthly transactions

Easily add incomes and Expenses, Organise them by category and take an overview of your monthly transactions

Easily add incomes and Expenses, Organise them by category and take an overview of your monthly transactions

Transfer Funds Between Accounts.

Transfer Funds Between Accounts.

Transfer Funds Between Accounts.

You can transfer money from one account to another, or you can transfer money to save up for your wish list or debt items.

You can transfer money from one account to another, or you can transfer money to save up for your wish list or debt items.

You can transfer money from one account to another, or you can transfer money to save up for your wish list or debt items.

Transfers in Notion Finance hub
Transfers in Notion Finance hub
Transfers in Notion Finance hub
Transfers in Notion Finance hub

Automatic Monthly & Yearly Reporting

Automatic Monthly & Yearly Reporting

Automatically get a detailed breakdown of your finances with monthly and yearly reports. This feature provides insights into spending patterns, income growth, and overall financial health, helping you make informed decisions.

Automatically get a detailed breakdown of your finances with monthly and yearly reports. This feature provides insights into spending patterns, income growth, and overall financial health, helping you make informed decisions.

Automatically get a detailed breakdown of your finances with monthly and yearly reports. This feature provides insights into spending patterns, income growth, and overall financial health, helping you make informed decisions.

Monthly Reports in Notion Finance Hub
Monthly Reports in Notion Finance Hub
Monthly Reports in Notion Finance Hub
Monthly Reports in Notion Finance Hub

Dynamic Charts

Dynamic Charts

Visualize your financial data with dynamic charts* integrated throughout the template. These charts offer an intuitive, graphical view of your income, expenses, budgets, and more, making it easier to track trends and make data-driven decisions.

Visualize your financial data with dynamic charts* integrated throughout the template. These charts offer an intuitive, graphical view of your income, expenses, budgets, and more, making it easier to track trends and make data-driven decisions.

Visualize your financial data with dynamic charts* integrated throughout the template. These charts offer an intuitive, graphical view of your income, expenses, budgets, and more, making it easier to track trends and make data-driven decisions.

*Only 1 Chart is available with Notion Free Plan, to have all charts you will need to upgrade to a premium Notion plan.

*Only 1 Chart is available with Notion Free Plan, to have all charts you will need to upgrade to a premium Notion plan.

Monthly Reports in Notion Finance Hub
Monthly Reports in Notion Finance Hub
Monthly Reports in Notion Finance Hub
Monthly Reports in Notion Finance Hub

Income & Expense Sources

Income & Expense Sources

Income & Expense Sources

Income & Expense Sources

Create monthly budgets for your expense sources and monthly goals for your income sources. These automatically update every month for stress free financial planning.

Create monthly budgets for your expense sources and monthly goals for your income sources. These automatically update every month for stress free financial planning.

Create monthly budgets for your expense sources and monthly goals for your income sources. These automatically update every month for stress free financial planning.

Average Monthly Overview in Notion Finance Hub
Average Monthly Overview in Notion Finance Hub
Average Monthly Overview in Notion Finance Hub
Average Monthly Overview in Notion Finance Hub
Average Monthly Overview in Notion Finance Hub
Average Monthly Overview in Notion Finance Hub
Average Monthly Overview in Notion Finance Hub
Average Monthly Overview in Notion Finance Hub

50/30/20 Budget Tracking System

50/30/20 Budget Tracking System

50/30/20 Budget Tracking System

Split your Current Month Income with the fully automated 50/30/20 Budgeting system and keep track of your spendings and savings on the go!

Split your Current Month Income with the fully automated 50/30/20 Budgeting system and keep track of your spendings and savings on the go!

Split your Current Month Income with the fully automated 50/30/20 Budgeting system and keep track of your spendings and savings on the go!

Split your Current Month Income with the fully automated 50/30/20 Budgeting system and keep track of your spendings and savings on the go!

Goals in Notion Finance hub
Goals in Notion Finance hub
Goals in Notion Finance hub
Goals in Notion Finance hub

Track your Goals

Track your Goals

Track your Goals

Track your Goals

Easily save money for your Goals. It is connected to Accounts so you can easily transfer funds to goals whenever you want.

Easily save money for your Goals. It is connected to Accounts so you can easily transfer funds to goals whenever you want.

Easily save money for your Goals. It is connected to Accounts so you can easily transfer funds to goals whenever you want.

Easily save money for your Goals. It is connected to Accounts so you can easily transfer funds to goals whenever you want.

Goals in Notion Finance hub
Goals in Notion Finance hub
Goals in Notion Finance hub
Goals in Notion Finance hub

Track your Debts

Track your Debts

Track your Debts

Track your Debts

Easily keep track of your Debts. They are connected to accounts, letting you easily see their transactions and their progress.

Easily keep track of your Debts. They are connected to accounts, letting you easily see their transactions and their progress.

Easily keep track of your Debts. They are connected to accounts, letting you easily see their transactions and their progress.

Easily keep track of your Debts. They are connected to accounts, letting you easily see their transactions and their progress.

Goals in Notion Finance hub
Goals in Notion Finance hub
Goals in Notion Finance hub
Goals in Notion Finance hub

Track your Investments

Track your Investments

Track your Investments

Overview and track your Investment Portfolio, Check your profits, and easily add more investment from your accounts.

Overview and track your Investment Portfolio, Check your profits, and easily add more investment from your accounts.

Overview and track your Investment Portfolio, Check your profits, and easily add more investment from your accounts.

Overview and track your Investment Portfolio, Check your profits, and easily add more investment from your accounts.

Goals in Notion Finance hub
Goals in Notion Finance hub
Goals in Notion Finance hub
Goals in Notion Finance hub

Auto Subscription & Recurring Bill Management

Auto Subscription & Recurring Bill Management

Auto Subscription & Recurring Bill Management

Easily keep track of your subscriptions & recurring bills. Add cycles, see next payment date, status and history of your past payments and more, all automatically.

Easily keep track of your subscriptions & recurring bills. Add cycles, see next payment date, status and history of your past payments and more, all automatically.

Subscription Tracker in notion Finance hub
Subscription Tracker in notion Finance hub
Subscription Tracker in notion Finance hub
Subscription Tracker in notion Finance hub

Pay once, use forever

Unlock the power Notion Finance OS with onetime payment and consolidate your entire financial management process in one robust platform.

Unlock the power Notion Finance OS with onetime payment and consolidate your entire financial management process in one robust platform.

Unlock the power Notion Finance OS with onetime payment and consolidate your entire financial management process in one robust platform.

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Video guided tutorial

Email Support

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Created by Certified Notion Expert

Created by
Certified Notion Expert

Hey there! I am Hashim, a Notion Certified Expert, with more than 2 years of experience using Notion. I have helped people all over the world get organised and productive by implementing Notion into their lives. Over 10,000+ happy customers.

Hey there! I am Hashim, a Notion Certified Expert, with more than 2 years of experience using Notion. I have helped people all over the world get organised and productive by implementing Notion into their lives. Over 10,000+ happy customers.

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Frequently Asked Questions

Since you've made it this far, you might be really interested or have some lingering questions. No worries! Here are the most frequently asked questions.

Since you've made it this far, you might be really interested or have some lingering questions. No worries! Here are the most frequently asked questions.

What is Notion?

What is Notion?

What is Notion?

What is Notion?

How will I get access to it?

How will I get access to it?

How will I get access to it?

How will I get access to it?

Do I need to pay for Notion to use this?

Do I need to pay for Notion to use this?

Do I need to pay for Notion to use this?

Do I need to pay for Notion to use this?

Is this really worth it for that price?

Is this really worth it for that price?

Is this really worth it for that price?

Is this really worth it for that price?

Can I customize it to my needs?

Can I customize it to my needs?

Can I customize it to my needs?

Can I customize it to my needs?

How will I know how to use it?

How will I know how to use it?

How will I know how to use it?

How will I know how to use it?

What if I still have questions?

What if I still have questions?

What if I still have questions?

What if I still have questions?