Are you tired of using complicated spreadsheets or budgeting apps that don’t quite fit your needs? Budgeting in itself isn’t that fun to do but we have got a solution for you!
With its intuitive interface and flexibility, Notion makes it easy to keep track of your finances: income, expenses, and savings goals — all in one place.
What sets Notion apart from other budgeting apps in the marketplace is its customizable templates.
To make it even easier for you, we’ve curated a list of both free and paid Notion templates in this post. Whether you’re a student, a creator, a business owner, or just looking to get your finances in order, we’ve got a template that will work for you.
You can choose a template that fits your unique financial situation in a smart and efficient way.
CoreOS – Finance Management (Best value for money)
Highlights
- Creator: Akshay Hallur
- Our score: 9/10
- Best for: Business Owners, Creators, Students
CoreOS’s Finance Management is a great tool to help you manage your finances and stick to your budget. With 5 dashboards, including “Accounts” and “Subscriptions,” you can easily keep track of your upcoming and ongoing payments.
One of my favourite features of this tracker is that it is mobile-friendly and you can quickly capture any expense on the go with a small widget on your phone.
Below are some of the key features this tool offers you:
- Income tracking
- Expense tracking
- Subscription manager
- Finance categories
- Quick capture widget (mobile friendly)
- Income goals
- Expense budgeting
- Accounts management to keep track of your balances
- Multiple dashboard views to quickly view your finances
Moreover, you can share this tracker with your family, friends, or a trusted financial advisor for feedback and to stay on the same page. It’s a great way to get insights on how to improve your financial management. Give it a try and start taking control of your finances today!
2. Notion Finance and Budget Planner
Highlights
- Creator: Jordi
- Our score: 9/10
- Best for: Creators, Students
If you’re looking to reach your financial goals and keep a wishlist for your future plans, you should definitely check out the Notion Finance and Budget Planner by Jodi. It was recently listed as one of the Top 3 products of the day on ProductHunt!
Key features:
- Define your financial goals
- Manage budget with the automatic remaining budget
- Automatic Net Worth calculation based on your assets and liabilities
- Wishlist
3. Notion Finance Tracker
Highlights
- Creator: Chris
- Our score: 9/10
- Best for: Creators, Students
If you prefer a more visual approach to tracking your finances, the Notion Finance Tracker might be a great fit for you. It also has a calendar to remind you about upcoming subscription payments. This can help you avoid feeling overwhelmed and keep your finances organized in a friendly, easy-to-use way.
With 10,000+ downloads, this is one of the most popular Notion finance trackers on Gumroad. It’s also free!
Key features:
- Track multiple sources of income and expenses
- Track profits
- Visualize monthly, quarterly, and yearly profits with graphs
- Subscription tracker
4. NoFi
Highlights
- Creator: NoFi Inc.
- Our score: 9/10
- Best for: Business Owners
NoFi’s finance tracker provides an app-like experience by directly integrating with your financial accounts. It handles real-time importing of all transaction data and account balances into your workspace, making it easier to keep track of your finances. If you’re looking to avoid manually updating your finances, this one is for you!
Key features:
- Link your financial accounts
- Realtime Data
- Customize the template in your workspace
5. Notion Money Manager
Highlights
- Creator: Flocelo
- Our score: 8/10
- Best for: Business Owners, Creators
If you’re leaning towards keeping a tight budget and sticking with it while also monitoring all your transactions, this Notion Money Manager template is for you! It has got both free and paid versions to get you started right away.
Key features:
- Streamlined Income and Expense Tracking
- Multiple accounts
- Credit card functionality
- Monthly transaction overview
6. Notion Finance Bundle
Highlights
- Creator: Easlo
- Our score: 8.5/10
- Best for: Business Owners, Creators
Another all-in-one budget tracker to reach your financial goals and stay organized while managing all of it! Budget and plan your financials every month using the 50/30/20 budget rule, improve your trading strategies, and track your investments using this Notion template.
Key features:
- Plan your budget and track your remaining budget visually
- Track, calculate profits, and view your trade history
- 50/30/20 Budget Template
- Monthly view of expenses & incomes
7. Notion Finance – All-in-one (Best value for money)
Notion Finance Tracker is a powerful tool to help you monitor your finances and stay within budget.
It offers comprehensive income, expense and category tracking, with an accounts manager and subscription tracker.
You can also create and manage your own budget and savings plans, and generate reports to keep track of your progress.
Notion Finance Tracker is designed to be both scalable and interoperable, making it easy to track your income and expenses and integrate with other systems. This template is created with the goal of implementing sound system design principles.
Unlike other Notion templates which presume that you are a technical person who can figure things out, this template is very refined out of the box.
Key features:
- Income tracking
- Expense tracking
- Subscriptions manager
- Finance category management
- Quick capture widget
- Finance calendar
- Income goals
- Expense budgeting
Other Templates
- Notion Digital Budget and Finance Planner (Score: 7.5/10): If you’re a student and want to own an aesthetic Notion budget and finance planner, look no further. This is a complete, fully automated budget and finance planner to meet your financial goals. Great for beginners as well.
- The Complete Finance Tracker (Score: 7.5/10): Achieving financial clarity is made easy with this complete but also a simple financial tracker. Keep track of your expenses, investments, fund transfers, and much more.
- Notion Finance Tracker for free (Score: 7.5/10): With a clean layout, easy navigation, and easy set-up this Notion Finance template helps you categorize your expenses, manage multiple bank accounts, and reach your milestones.
- Finance Cashflow Tracker (Score: 7/10): With its features being tracking monthly expenses, income flow, and monthly budgeting, this must be the simplest of all the templates listed here. Great for Notion beginners and students.
- Personal Finance Tracker (Score: 7/10): If you’re looking for an automated balance calculator and insights into your personal transactions, this one is another simple Notion finance tracker.
- Financial Tracker (Score: 7/10): Make smart financial decisions and understand your financial habits with a free Financial Tracker on Notion. Keep track of multiple accounts, recurring expenses, and fund transfers with this Notion template.
- Notion E-wallet: Loan & Debt Tracker (Score: 7/10): If you’re trying to organize your loans, debts, or any other liabilities, Notion E-Wallet provides you with features to track all of it. Take the first step to your financial freedom with this Notion template.
Whether you’re a student, a creator, or a business owner, there’s a template that can help you achieve your achieve financial goals. From tracking your income and expenses to managing your subscriptions and investments, these templates offer a range of features to suit your unique financial needs.
So, which Notion finance and budget template did you pick?