Notion template — Personal finance tracker

Personal Finance — your all‑in‑one money management hub

Run your finances from one clear Notion workspace. Track goals and habits, plan your monthly budget, log transactions and bills, monitor subscriptions, manage accounts and debt, and see your net worth and key notes in one place. Guided onboarding, a video tutorial, and ready‑made dashboards help you get started fast and customize as you go.

What you get:

• Starter guide with Help Center links, video tutorial, and setup tips
• Dashboard sections for Today’s transactions, This month’s budget, Current debt, Money goals, Finance habit tracking and financial notes & feelings
• Core databases and pages:
  🎯 Goals & Habit tracker with SMARTER guidance and habit streaks
  🗓️ Budget for the month with category‑level remaining amounts
  💳 Transactions
  📄 Subscriptions
  🧾 Bills
  🏦 Accounts
  💸 Debt
  📈 Net worth
  🗂️ Notes & resources
• A synced navigation panel for one‑click access to each section
• Quick actions buttons
• Fully automated Notifications center
• Canva covers and visuals, optional clock widget
• Pre‑filled examples to learn from, then remove in a few clicks

Why it’s helpful:

• Clear priorities. See today’s transactions, this month’s remaining budgets, and current debt at a glance.
• Consistent progress. Habit‑based money goals with frequencies and streaks keep improvements on track.
• Fewer leaks. Subscriptions and bills stay visible so renewals and due dates don’t slip.
• Confident decisions. Category budgets and net worth views turn trends into actions.
• Fast setup. Onboarding, a video tutorial, and structured views take you from duplicate to daily use quickly.

What’s needed:

• A free Notion account (or paid if you want one)
• A device of your choice
• To know how the Notion app works, or learn the basic functions.

Rules & Notes:

• This is a digital product. You won’t receive any physical product with this purchase.
• You can use this template with the app Notion on mobile, tablet, or desktop. These types of templates always work best on a computer, though.
• It is not useable on another app.
• You can’t share this template or resell it. It is for personal use only.
• This template is in English.

Steps to follow to use it:

1. Complete the purchase.
2. You will receive a PDF with the template and instructions to duplicate it.
3. Duplicate the template instantly into your Notion workspace.