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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 30 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
Take control of every aspect of your life with the Notion Life OS template—your all-in-one personal management system. From goal setting and habit tracking to managing finances, relationships, and daily tasks, this template is designed to keep you organized and focused. With its clean layout and customizable features, Notion Life OS simplifies your planning, enhances productivity, and helps you stay aligned with your priorities. Whether you're a student, professional, or just looking to bring structure to your life, this template is your ultimate tool for achieving balance and success.
2. Notion Second Brain OS
Discover the ultimate solution for organizing your life and work with the Notion Second Brain template. Designed for seamless knowledge management, task tracking, and idea storage, this template empowers you to centralize everything in one place. Whether you're managing projects, planning your week, or brainstorming your next big idea, the Notion Second Brain keeps you focused and productive. Explore its intuitive design and unleash your full potential with this all-in-one digital workspace. Perfect for professionals, students, and creatives looking to optimize their workflow.
3. Notion Ultimate Business OS
Optimize and streamline your business operations with Notion Business OS. This comprehensive Notion template is designed for agencies, entrepreneurs, startups, and small businesses to efficiently manage projects, clients, finances, and teams—all in one workspace.
Key Features:
✔ Project & Task Management – Keep track of ongoing projects, set priorities, and meet deadlines effortlessly.
✔ Client Relationship Management (CRM) – Store client details, track interactions, and nurture long-term business relationships.
✔ Financial Tracking – Monitor income and expenses, manage budgets, and gain insights into financial health.
✔ Team Collaboration – Assign tasks, manage team schedules, and improve overall productivity.
👉 Why Use This Template? Say goodbye to juggling multiple apps—Notion Business OS consolidates everything into one efficient system, boosting workflow efficiency and organization.
📌 Perfect for: Entrepreneurs, startups, agencies, and business owners looking to simplify operations and maximize productivity.
4. Notion Commerce Business OS
Run a successful online or retail business with Notion Commerce Business OS. This powerful Notion template is designed to streamline inventory tracking, order management, supplier coordination, and financial reporting.
Key Features:
✔ Inventory Management – Monitor stock levels, prevent shortages, and streamline restocking.
✔ Order Processing & Tracking – Manage customer orders efficiently, from placement to delivery.
✔ Financial Management – Keep track of sales, expenses, and revenue to maintain financial stability.
✔ Supplier & Vendor Management – Maintain supplier records and track purchase orders seamlessly.
👉 Why Use This Template? Whether you run a physical store, dropshipping business, or e-commerce brand, this Notion template will help you organize inventory, track sales, and improve operational efficiency.
📌 Perfect for: E-commerce store owners, online retailers, small business owners, and inventory managers.
5. Notion Finance OS
Master Your Finances with Notion’s Ultimate Finance OS
Track income, expenses, and budgets with ease. This powerful template includes a built-in budget tracker, a 50/30/20 budgeting system, and automated financial reports—helping you stay on top of your financial goals.
6. Notion Freelance Dashboard
Manage projects, track finances, and boost productivity with the Notion Freelance Dashboard. This all-in-one freelancer workspace helps you handle client work, track income, and stay on top of deadlines effortlessly.
Key Features:
✔ Project & Task Tracker – Organize client projects, set milestones, and manage deadlines.
✔ Financial & Invoice Management – Monitor earnings, track expenses, and create invoices with ease.
✔ Client Relationship Manager – Store client details, project briefs, and communication history.
✔ Productivity & Planning Tools – Use to-do lists, time tracking, and personal organization tools.
👉 Why Use This Template? If you’re a freelancer juggling multiple clients and projects, this dashboard will help you stay organized, get paid on time, and scale your freelance business.
📌 Perfect for: Freelancers, solopreneurs, consultants, designers, and creative professionals.
7. Ultimate Personal Finance Dashboard for Notion
This all-in-one Notion personal finance dashboard provides a complete overview of your financial health, allowing you to track income, expenses, savings, and investments in a single place. Designed for users who want to optimize their financial tracking, this template ensures easy budgeting, expense categorization, and savings goal management.
Key Features & Benefits:
Comprehensive Dashboard: Monitor your income, expenses, and financial progress effortlessly.
Automated Financial Reports: Generate monthly summaries with detailed insights.
Savings & Investment Tracker: Stay on top of your long-term financial goals.
Customizable Layout: Personalize categories and dashboards to fit your needs.
Financial Independence Calculator: Estimate the time needed to achieve financial freedom.
8. Finance & Budget Tracker Notion Template
Take control of your personal budget and financial goals with this structured Notion finance tracker. This template helps you monitor income, manage expenses, and set savings goals while providing detailed analytics on spending habits.
Key Features & Benefits:
Complete Budget Management: Track income, expenses, and savings in an organized way.
Financial Goal Setting: Set and track short-term and long-term financial goals.
Monthly Overview Dashboard: View a clear financial summary each month.
Customizable Expense Categories: Adapt the template to your unique spending needs.
In-Depth Financial Analytics: Identify spending patterns and optimize budget allocations.
9. Notion Finance Tracker Template
The ultimate Notion dashboard to manage and monitor your entire financial life.
If managing money feels overwhelming, this Notion Finance Tracker template simplifies the process by bringing all your financial information into one clean, centralized dashboard. Whether you’re tracking expenses, managing accounts, or reviewing monthly budgets, this template gives you full control and clarity.
Key Features:
Real-time account balance tracking
Monthly income and expense reports
Fund transfers between accounts
Financial goal tracking system
Custom monthly budget planner
Subscription tracker
Categorized income and expense management
Monthly financial overview
10. Notion Financial Buddy Template
Your go-to Notion finance template to manage cash flow and budgeting with ease.
The Financial Buddy template is a comprehensive financial management system designed for personal finance tracking. With intuitive dashboards and categorized databases, it makes income tracking, budgeting, and savings goals simple and accessible.
What’s Included:
Centralized finance dashboard
Income and expense tracking system
Account and wallet management
Subscription monitoring tool
Savings planner to reach financial goals
Category-based financial organization
11. Notion Finance Tracker
All-in-one Notion finance tracker for budgeting, goal-setting, and debt monitoring.
This Notion Finance Tracker template provides a complete financial overview in a structured, easy-to-use layout. Perfect for anyone looking to organize transactions, track savings progress, and review financial performance month by month.
Core Features:
Unified dashboard for accounts, expenses, income, and transfers
Budget tracker to monitor savings and spending
Debt and loan management system
Recurring payment and subscription tracking
Categorized transactions with analytics
Financial summary view to evaluate trends and cash flow
12. Notion Finance and Budget Planner
Master your budget and stay financially focused with this powerful Notion planner.
This Finance & Budget Planner template is a robust tool for income tracking, expense monitoring, and financial goal setting. Its automation-friendly setup reduces manual calculations while giving you full insight into your money habits.
What’s Inside:
Goal planner to define and achieve financial milestones
Income tracker with budget comparison
Auto-updated budget balance display
Categorized expense tracking system
Real-time net worth calculator with assets and liabilities
Wishlist management and subscription tracker
13. Finance & Budget Tracker Notion Template
A simple yet effective Notion template to manage expenses, bills, and budgeting goals.
This Finance & Budget Tracker is ideal for personal finance management, allowing you to break down your spending, manage recurring payments, and plan transfers with ease. Its minimalist interface ensures clarity while tracking all aspects of your financial activity.
Template Includes:
Financial summary dashboard
Transactions log
Wallet and account management
Bills and subscription tracker
Transfers, debts, and loans manager
Financial goals and monthly reporting features
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
Free Notion Finance Templates
16. 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.
17. 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.
18. 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.
19. 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.
20. 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.
21. 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.
22. 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.
23. 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.
24. 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.
25. 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.
26. 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
27. 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
28. 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
29. 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
30. 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
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 30 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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