10+ Notion Budget & Finance Templates in 2023 (Free + Paid)

Last updated date

Jan 20, 2023 7:22 AM

Published date

Sep 7, 2022 11:33 AM

Budgeting is an essential part of managing your finances, but it doesn't have to be difficult - especially with the help of Notion!

Not only can you maintain a budget within your Notion workspace, but you can also gain powerful insights with budgeting templates.

Utilize various formulas to get a better understanding of your investments, current budget state, and expenditures.

Looking for the perfect Notion budgeting template for you? Check out this post for some great options!

Notion Finance - All-in-one (Best value for money)

Notion Finance Tracker is a powerful tool to help you monitor your finances and stay within budget.

It offers comprehensive income, expense and category tracking, with an accounts manager and subscription tracker.

You can also create and manage your own budget and savings plans, and generate reports to keep track of your progress.

FEATURES

Income tracking
Expense tracking
Subscriptions manager
Finance category management

Quick capture widget
Finance calendar
Income goals
Expense budgeting

Notion Finance Tracker is designed to be both scalable and interoperable, making it easy to track your income and expenses and integrate with other systems. This template is created with the goal of implementing sound system design principles.

Unlike other Notion templates which presume that you are a technical person who can figure things out, this template is very refined out of the box.

Check it out

Monthly Budget Planner Template - Best free template

This Notion budget planner is an excellent tool for those looking to keep track of their income, expenses, and savings. It offers a range of features that make it easy to stay organized and on top of your budget. The template allows you to select multiple types (Income, Expense or Save), specify whether expenses are recurring monthly, add projected monthly costs, and input/output for every month of the year. You can also tag your expenses with categories such as Personal, School, Entertainment, and Transportation. Overall, this Notion budget planner is a great way to stay organized and plan for your financial goals.

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Other templates

Budgeting Template

🌟 Our score: 92 / 100

Keeping track of your monthly expenses is a good idea. This budgeting tracker helps you to keep an eye on your inflow and outflow of the budget and the transactions you made. There is an inline transactions table that lists the transactions you made in relation to the category, together with the date on which the transaction took place, and descriptions of the transactions.

Active Invoice Template

🌟 Our score: 90 / 100

This Notion template allows users to create simple invoices, deadlines, overdue statuses, and more using simple design elements. The task grading provide helps track quality in order to estimate re-hire probability (which is especially helpful if one works with contractors on a regular basis).

Personal finances

🌟 Our score: 89 / 100

This finances template includes a categorized Kanban board of expenses, debts, and bills, as well as an Income and Expense Calendar, so you can keep track of your money coming in and going out. You can start with List view, store that elsewhere to easily duplicate from month → month.

Finances by Kely

🌟 Our score: 89 / 100

This finance notion template is ideal for individuals to keep track of all their income and expenses, and generate a monthly report showing their income and expenses. There are 3 pages in the template: Monthly Summary, Income, and Expenses. You can view your income and expense reports as a gallery and as a table view on the monthly summary page. Using the progress bar, you can track how close you are to reaching your budget amount.

Subscription tracker

🌟 Our score: 87 / 100

The world is fast moving towards subscriptions based pricing. Many of the products and services we consume daily in the 21st century are chargeable on a pay-as-you-go basis. Do not let subscriptions bog down your finances. Now you can use this subscription tracker in Notion to keep track of the subscriptions you pay on an ongoing basis. It will help you stay on top of your monthly expenses. This is an ideal template for anyone who is not living under a rock. 😉

Expenses Template

🌟 Our score: 87 / 100

For individuals who wish to track all the transactions and expenses of the budget in a single view, the expenses template is ideal. You have the option to view the upcoming transactions so you do not forget any of them. You can organize data using various entries like the first bill, next bill, cost, transaction description, etc.

Personal Budget

🌟 Our score: 87 / 100

With this template, you'll have a personal budget planner inside Notion for everything under the sun. Feel free to delete any items that do not relate to your situation.

Finance tracker

🌟 Our score: 84 / 100

Notion is my go-to app for almost everything. You can manage everything with Notion, for client management, remote working, portfolio tracking, and, most recently, for tracking your own finances. This finance tracker helps individuals to track personal investments and money habits.