Aug 19, 2025, 2:27 AM
Keeping track of your money should give you peace of mind, not headaches. But between scattered spreadsheets, multiple budgeting apps, and subscription reminders buried in emails, it’s easy to lose control.
Instead of wasting time setting up complex systems from scratch, I’ve collected the best Notion finance tracker templates of 2025. These templates are designed to help you budget smarter, track spending, manage savings, and get a clear view of your financial health—all in one place.
Why Use a Notion Template for Finance Tracking?
Your finances deserve more than guesswork. Whether you’re a freelancer juggling invoices, a student managing a tight budget, or someone determined to save more this year, a finance system should give you clarity, not confusion.
Notion templates provide ready-made systems that save you hours of setup time and deliver immediate structure. Instead of starting with a blank page, you get dashboards built for real-world financial needs—budgeting, expenses, income, savings goals, net worth, and more.
The best part? Notion templates are fully customizable. That means you can adapt them to your personal situation while still benefiting from a proven system.
8+ Best Notion Finance Tracker Templates
1. Personal Finance Tracker by Productive Self
An all-in-one Notion finance tracker designed to help you take full ownership of your money — track income, expenses, savings, budgets, subscriptions, and net worth effortlessly.
Personal Finance OS replaces scattered spreadsheets and clunky apps with a beautiful, automated system — all inside Notion.
Built for Financial Clarity & Control
✅ Income, Expense & Transfer Tracker
Log every transaction with ease. Connect income and expense entries to specific accounts and categories to get a real-time view of your cash flow.
🗃 Monthly & Yearly Budgets
Set monthly budgets by category and see how much you’ve spent, what’s remaining, and whether you’re overspending — complete with visual reports and smart formulas.
💳 Subscription Manager
Keep tabs on every recurring charge. Each subscription links to its related expenses, giving you a full history and upcoming renewals with auto-reminders.
🏦 Bank Accounts Dashboard
Track balances across all your accounts — and automatically update them based on linked transactions.
📈 Net Worth Calculator
Connect your assets, liabilities, and account balances to see your actual net worth update live.
💸 Sinking Funds & Savings Goals
Set goals, deadlines, and funding sources. See how close you are to reaching each target and track progress over time.
📅 Monthly & Yearly Financial Reports
Generate smart overviews for each month and year — view total income, expenses, savings, and net worth growth at a glance.
🧾 Linked Assets, Accounts & Reports
Everything connects: your accounts, budgets, categories, and transactions all flow into one system for seamless tracking and review.
Notion Finance Tracker by Studio Safa
STOP Losing Track of Your Money. Start Owning It.
Most people are TERRIBLE at managing their finances. Not because they’re lazy—but because the tools out there are too complicated, boring, or just plain confusing. That’s why I built the Ultimate Finance Tracker—an all-in-one Notion template that turns you into a money-management MACHINE.
If you’ve ever wondered, “Where the heck did all my money go?”, this template is the solution. It’s simple, powerful, and easy to navigate.
What’s Inside?
Accounts Dashboard
See all your accounts in one place—balances, deposits, withdrawals—at a glance. No more logging into 10 different apps to know where you stand.Income & Expense Tracking
Logging your transactions takes SECONDS. With Notion Forms and an easy layout.Mobile-Friendly Design
On the go? No problem. The tracker is optimized for mobile, so you can update it anywhere, anytime.Goal-Driven Savings Tracker
Set goals that actually matter. Whether it’s saving for a house, a trip, or financial freedom, this tracker shows you exactly how close you are.Subscription Manager
Netflix, Spotify, Prime—how much are you REALLY spending on subscriptions? Keep track of them all so you never miss a renewal (or get surprised by your bank statement).Net Worth Calculator
This dashboard tracks your assets and liabilities in real-time.Detailed Reports
Monthly and yearly breakdowns of your income, expenses—because what gets measured gets managed.
Ultimate Finance Board by Solt Wagner
Start tracking your incomes, expenses, budgets, and more with this comprehensive Ultimate Finance Tracker Notion Template today!
What's included?
Income tracker
Expenses tracker
Accounts management
Category management
Wishlists
Monthly report
Details view
Clean layout, lights & dark mode
Easy navigation
Easy setup
Notion x Finance by Dave
Take control of your finances.
Notion x Finance has been built to simplify the way you track your cash flow over time, showing how you can improve your money management.
Keeping track of all your daily expenses can be tedious. But at the same time, it's crucial to have a clear view of your expenses to understand how to better spend your money and finally pay off your debts.
Notion x Finance is built to be simple and flexible, to fit everyone's needs. The goal is to track your money, pay off your debts, and reach your financial goals faster.
What's included?
Multiple bank accounts
Manage cashflow
Set budget & goals
Tax & debt manager
Investments manager
Credit cards manager
Monthly reports
Finance Tracker by Easlo
The ultimate Notion dashboard to track all your finances. Juggling your finances can feel like a full-time job. Our Notion template makes it easy to manage all your finances in one place.
What's included?
View account balances
Generate monthly reports
Transfer funds between accounts
Track financial goals
Set monthly budgets
Monthly view of expenses & incomes
Income tracking
Expense tracking
Subscription tracking
Essential Budget Tracker by Notionwithro
The Essential Budget Tracker helps you take control of your finances by allowing you to set daily spending limits, manage all your accounts, and visualise your savings goals. With intuitive features like monthly balance tracking and easy budget entries, you can easily monitor your income, spending, and offset. Stay organised with categorised spending and track your progress. Stay organised, be productive, and reach for the ⋆｡°✩.
What's included?
Daily balance
Monthly balance (+ Chart)
Daily limit
Accounts
Categories (+ Chart)
Notion Finance Tracker by Pathpages
Track and Manage Your Finances With Notion
Finance Tracker helps you make smarter financial decisions and stay in complete control of your finances inside one all-in-one streamlined system.
What's included?
Income
Expenses
Subscriptions
Bank accounts
Budgets
Reports and more
Notion Finance OS by Hashim4Management
Finance OS is an all in one system built in Notion that lets you easily manage and keep track of your finances.
What you get:
Expense tracking
Income tracking
Subscription tracking
Monthly Budgeting
Monthly Reports
Wish List Tracking
Debt Tracking
Add multiple accounts
Account fund transfers
All-in-one dashboard
Tutorials & documentation
Lifetime access
Updates included
Finance Planner by Grace
Track your financial transactions in one place! 💰
This simplified planner is perfect for keeping track of your finances. Whether you want to save, spend wisely, or plan for the future, this planner is perfect for you.
See your one-year transactions using the Balance Report and Finance Overview. Never miss your due dates, add your saving goals, and track your monthly payments!
What's inside?
12-Month Finance Planners
Income & Expense Trackers
Savings Tracker & Challenge
Debt Payment Tracker
Subscription Tracker
Monthly Financial Overview
Utilities Account Number
Synced Databases
Balance Report
Archived
Advanced Finance Tracker
Advanced Finance Tracker Notion Template : Master Your Money with Elite Financial Organization!
What's included?
Embark on a transformative financial journey with the Advanced Finance Tracker Notion Template! This is THE toolkit for diligent money trackers who are set on achieving financial brilliance.
Comprehensive Finance Insights
Income & Expense Dynamics: An eagle's view on every earning and expenditure.
Account Transfers: Seamless recording of cash flows across accounts.
Bespoke Budgeting: Design budgets tailored for each account, ensuring every dollar has a mission.In-Depth Reporting
Extract rich insights from monthly & yearly financial summaries.
Investment Landscape: Understand and grow your wealth with a dedicated investment portfolio section.Goals & Financial Growth
Sinking Funds & Wishlists: Strategize, save, and spend with intention.
Learning & Resources Hub: Elevate your financial IQ with curated resources.Dedicated Trackers
Bills & Subscriptions: Stay ahead of due dates.
Debt Blueprint: Craft your escape from debt.
Savings Spotlight: Capture your journey towards financial milestones.
Insurance Central: Organize policies, claim dates, and benefits in one spot.The Magic - Reminders Hub: Always be in the loop! Get timely nudges on every pivotal financial commitment and due date.
Finance Tracker 3.0 by JNKxStudio
Take Control of Your Finances with the Ultimate Finance Tracker
Are you struggling to stay on top of your finances, track expenses, or meet your savings goals? The Finance Tracker 3.0 is here to revolutionize the way you manage your money. This comprehensive Notion template is perfect for anyone looking to gain control over their financial life with ease and efficiency.
Whether you're just getting started with budgeting or you're a professional managing multiple accounts, this tool is designed to meet your needs.
Why Choose the Finance Tracker 3.0?
This template offers:
A simple yet effective system to track income, expenses, and savings.
Visual progress trackers for budgets and savings goals.
Tools to organize and monitor your bank accounts, transactions, and bills—all in one place.
A flexible structure for personal or professional financial management.
Finance OS by HeyAlbert
Finance OS is a cutting-edge Notion template designed to revolutionize your financial management. Streamline your income, expenses, budgets, and savings with ease, all in one comprehensive platform. Achieve financial wellness with organized and insightful management. This template is designed to allow users to easily manage all finances with zero learning curve, even if you have never used Notion before.
Key Features:
Income Management: Track and categorize various income sources effortlessly.
Expenses Management: Monitor and manage expenses for a clearer financial picture.
Financial Account Management: Centralize and organize all financial accounts seamlessly.
Monthly Budget Management: Plan, track, and optimize your monthly budget effortlessly.
Project Budgeting: Allocate funds strategically for specific projects.
Savings Fund Management: Establish and achieve savings targets for a secure future.
Wishlist and Purchase List Management: Keep track of desired purchases and manage your spending.
Financial Goal Management: Set, track, and achieve your financial milestones.
Subscriptions Management: Stay organized with recurring subscription tracking.
Transferable: Easily transfer between Account and Savings Fund
Automated Monthly Report Generator: Generate detailed reports for comprehensive financial insights automatically.
Net Worth Tracker: Monitor your overall financial standing and wealth accumulation.
Debt Tracker & Repaid Reminder: Effectively manage and remind yourself of debt repayment schedules.
Investment Tracker: Track and analyze your investment portfolio for informed decisions.
Mobile View: Access and manage your finances on the go with a mobile-friendly design.
Insightful Dashboards: Each manager features an Insight Dashboard for a visual overview of your financial situation.
Notion Finance Tracker by Eazypath
Take control of your entire finances with the Finance Tracker Notion template.
Has managing your finances become a real challenge in your life?
Introducing a comprehensive finance system built within Notion, designed for anyone looking to take control of their finances. Whether you need to manage multi-currency accounts, track income, expenses, and subscriptions, set budgets and savings goals, and access automatic financial reports, the Finance Tracker has you covered. With a one-time purchase, you’ll be empowered to take control of your money and maintain it for good.
What's included?
Complete finances overview dashboard.
Account – Manage both local and international accounts across multiple currencies.
Income – Track all income streams and get a clear picture of your total earnings.
Expense – Monitor your spending and pinpoint areas where you can cut costs.
Transfer – Log all transfers to stay on top of your account activity and cash flow.
Subscription – Keep track of all subscriptions to avoid missing renewals or forgetting cancellations.
Source & Category – Organize your income sources and expense categories for better financial insight.
Budget – Set up budgets to control spending and stay within your financial limits.
Saving – Define savings goals and determine how much you need to reach them.
Asset & Liability – Keep an eye on your assets and liabilities to understand your net worth and repayment needs.
Report – Access automatic reports for a comprehensive overview of your income, expenses, and financial trends.
Bonus: Free guide with videos to help you master the template.
Bonus: The system comes in two versions — one with USD ($) as the default currency and another with EUR (€). Need a different currency? Just ask, and we’ll include it for free!
Bonus (PAID plan): access custom charts for a better understanding of your finances.
And much more...
Finance OS Dashboard by Chris Notion
A simple and adaptable Notion dashboard designed to help you take control of your finances so you can take control of your future. Designed for business owners, creators, and those on a path to personal growth.
Choosing the right Finance Tracker Template
Based on my 3+ years working with Notion systems, these are the factors that matter most:
Simplicity: If it’s too complicated, you won’t stick with it.
Clarity: Choose templates that give you instant clarity on where your money is going.
All-in-one setup: Income, expenses, savings, and subscriptions should live in one place, not across multiple tools.
Flexibility: As your financial goals change, your system should adapt with you.
The right template doesn’t just help you track numbers, it helps you make better financial decisions. With a clear system, you’ll always know where your money is going, stay on top of recurring expenses, and actually make progress toward your savings and goals.
The templates in this list give you a solid foundation to do exactly that. Start with one, customize it to your needs, and let Notion take care of the rest.
👉 Explore more template here
