Couple Expense Tracker | Notion Template

Stay on top of your finances as a couple with ease and efficiency using this Notion-powered expense tracking template!

The Couple Expense Tracker is designed to help couples manage their shared and individual expenses seamlessly.

This customizable Notion template empowers you to categorize expenses, track them across different members, and organize your financial records with advanced note-taking, invoices, and detailed reports.

Key Features:

• Variations: Available in Standard, Premium, and Custom versions to meet your unique needs.
• Fully Editable: Customize the template to suit your specific tracking preferences.

Requirements:

• Standard Version: Works with a Free Notion Account.
• Premium Version: Requires a Premium Notion Account for additional features like unlimited charts.

Data Entry & Management:

• Input expenses quickly using easy-to-use buttons.
• Access your tracker from any device—whether it’s desktop, phone, or tablet.
• Organize expenses by Category, Member, or Tag, with the ability to add notes and discussion threads to each entry for easy communication and context.

Document & Invoice Management:

• Upload and manage documents such as invoices through direct uploads or embedded links.
• Free Notion users have a 5 MB upload limit, while Premium users enjoy unlimited uploads.

Powerful Reports & Dashboards:

• Generate insightful reports for various time periods—Monthly, Quarterly, Half Yearly, Annually, or Year to Date.
• Build dynamic dashboards categorized by Reporting Period, Member, or Category, complete with trend charts (Monthly, Weekly) and additional insights like Recents and Top 10 expenses.

Partner Management:

• Invite your partner as guest to notion workspace for collaborative expense tracking.

Premium Features:

• The main difference between the Standard and Premium versions is access to Notion charts, offering more advanced reporting capabilities.

Simplify your financial life and foster better collaboration with your partner using the Notion Couple Expense Tracker. Whether you’re tracking daily spending, planning for future expenses, or simply keeping each other in the loop, this comprehensive template has everything you need.