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Notion Personal Finance Tracker

Notion Personal Finance Tracker

$12.00
$12.00
Sale Sold out

A refined Personal Finance Tracker for individuals who want elegance and clarity in their financial life.

This system brings your entire money world into one calm, organized workspace—your accounts, spending, savings, budgets, investment insights, financial goals, and net worth. Designed with a quiet-luxury aesthetic and intentional structure, it helps you understand your finances without overwhelm.

Every section works together seamlessly, giving you a clear picture of your financial health and long-term growth.

 

What’s Inside

  • Accounts hub with automated balances

  • Income & Expenses trackers

  • Bills & Subscriptions with smart renewal reminders

  • Monthly Budgeting with automated budget items

  • Monthly & Yearly Reports

  • Financial Goals with milestones & action plans

  • Sinking Funds with contribution tracker

  • Wishlist with cost summary

  • Property & Valuables

  • Investment tracker (holdings, ROI, gains)

  • Net Worth tracker with snapshot button & allocation charts

  • A guided setup tutorial

 

Crafted for simplicity. Designed for longevity.

The perfect finance system for anyone who wants their money organized beautifully.

 

Included Pages

00 / Homepage

01 / Accounts

02 / Income

03 / Expenses

04 / Bills & Subscriptions

05 / Budgeting

06 / Reports

07 / Financial Goals

08 / Sinking Funds

09 / Wishlist

10 / Property & Valuables

11 / Investments

12 / Net Worth Tracker

13 / Getting Started — setup + guidance

 

Notes

This template and widget are licensed for personal or internal team use only.

Redistribution, resale, or sharing the files—whether original or modified—with clients or external users is strictly prohibited. Your purchase grants a non-transferable license for use within your own Notion workspace only.

Notion Plan Requirements

All templates work on the free Notion plan. Please note: Notion limits free accounts to one visible chart at a time. Templates with multiple charts still function fully, but only one chart is visible on the free plan. This limitation comes from Notion.

Digital Product Policy

All sales of digital products are final and non-returnable. Refunds and exchanges are not offered.

If you experience any issues, please contact me directly—I’m always happy to assist and will respond within 24 hours.

  • Lifetime Access
  • Easy Navigation
  • YouTube Tutorials

How to Use

1. Access Your Template

After purchase, a PDF file containing the template link will be sent to your email. Download the file and click the provided link to access the template.

2. Duplicate to Your Workspace

  • Once on the template page, click the "Start with this template" or "Duplicate" button in the top-right corner.

Tips for Duplicating:

  • Use a desktop or laptop for the best experience, as some users may experience issues duplicating on iPad, tablet, or phone.
  • Ensure you’ve selected the correct workspace when duplicating. Avoid selecting "Private" as it might cause issues with the template displaying correctly. If problems persist, try again with a stable internet connection.

3. Start Customizing and Organizing

  • Your own editable version is now ready!
  • Customize the template to fit your needs and start organizing effortlessly.

FAQs

  • Can I use this on a free Notion account?
    Yes, all templates are fully compatible with Notion’s free plan. However, please note that the free plan limits you to only one chart per workspace. To use charts, select the one chart you’d like to keep and delete the others, including any chart views filtered by month. You can easily adjust the chart to display data for the current month or by year.

  • Can I modify or change the formula?

    While you're welcome to customize any pages within the dashboard, we kindly advise exercising caution when modifying formulas, as this may inadvertently affect other interconnected pages. If you're uncertain about making changes to formulas, we recommend seeking assistance to avoid unintended consequences.

  • Can this template be used in subsequent years?

    This template is structured for annual use. While you can extend it by adding additional years, please note that at the end of each year, the template will be updated. Feel free to re-duplicate the template to ensure you have the most current version available.

  • Can I resell your Notion template?

    No, all files included in the template are for PERSONAL use only. Redistribution, resale, or reproduction of the template, in whole or in part, is strictly prohibited. Violation of this policy may result in legal action to protect intellectual property rights and pursue damages for unauthorized distribution.

Policy & Terms

  • This is a digital download. No physical product will be shipped to you.
  • All files included in the template are for PERSONAL use only. Redistribution, resale, or reproduction of the template, in whole or in part, is strictly prohibited. Violation of this policy may result in legal action to protect intellectual property rights and pursue damages for unauthorized distribution.
  • Due to the nature of digital products, all sales are final and non-returnable. We do not offer refunds or exchanges. However, if you encounter any issues with your purchase, please don’t hesitate to contact us. We are committed to resolving any problems and will respond to your query within 24 hours.
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