Notion isn’t just for taking notes—it’s a powerful tool for managing personal finances too.
If you’re looking for a clean, customizable way to monitor your income, spending, and savings, this guide is for you.

đź“Š Why Notion?

  • Fully customizable: You build your own structure, not stuck with templates
  • Clean and minimal: Easy on the eyes and easy to manage
  • Syncs across devices: Access your finance tracker anywhere

đź›  How I Set Up My Finance Tracker

  1. Main dashboard: Monthly overview + key goals
  2. Income table: All income sources tracked with date and type
  3. Expense table: Categorized by food, bills, fun, etc.
  4. Savings tracker: Visual progress toward saving goals

🧩 Tips for Making It Work

  • Use linked databases to avoid duplication
  • Add simple progress bars with formulas
  • Update weekly for best results

đź“š Recommended Notion Templates for Finance Tracking

If you’re not ready to build your own from scratch, here are two free Notion templates you can start using today:

1. Simple Finance Tracker by Ramyun

A clean and easy-to-use finance template that helps you track your income, expenses, and savings goals all in one place.

→ Try the Simple Finance Tracker

2. Finance Tracker by Hashim Sultan

This minimalist yet effective tracker is perfect for keeping an eye on your monthly cash flow and budgeting smarter.

→ Try the Finance Tracker by Hashim Sultan

đź’ˇ Both templates are free to duplicate into your own Notion workspace and customize as needed.

đź’¬ Final Thoughts

Notion helps me feel in control of my money without using complicated apps.
If you’re looking for a clean and satisfying way to manage your finances, Notion might be your new favorite tool.

Finance doesn’t have to be boring—just organized.

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