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 thvu@hey.com.