Notion Template: Personal Finance Tracker

Start your journey to financial freedom without ever leaving Notion. This template provides a framework for everything you need to start managing your finance.

What's inside

• All-in-one template: 14 databases with built-in views and filters.
• Wiki page:
  • Quickstart guide
  • Database references
  • Cheatsheet

Features

• 🖥 Single dashboard view: cash flow, planning, wealth tracking, and more.
• 🤖 Automated interval calculation.
• 🏃‍♂️ Status / Placeholder formulas.
• 🗃 Well-designed databases, easy to understand.
• 🔎 Query anything, own your data.
• 🪟 Strong default built-in views with useful filters, fully customizable where you see fit. Notion is the limit.

Databases

• Transactions
• Bank Accounts
• Paychecks
• Side Hustles
• Credit
• Wallets
• Budgets
• Bills
• Loans
• Debts
• Goals
• Bankbooks
• Decision Journal
• Investments

FAQs

• Can I share this with others? No, this is licensed to only the buyer.
• Does this work with Notion free license? Yes

Got more feedbacks/questions? Send your inquiries to hi@thvu.dev