Personal Finance Tracker

Take control of your finances with this simple Personal Finance Tracker for Notion. Whether you’re tracking your finances for a calendar year or financial year, this tracker adapts to your needs and works with any currency.

✨ Features:

✅ Quick Capture Button – Add new income and expense entries in seconds

✅ Track by Category & Month – Understand your spending and income sources

✅ Works with Any Reporting Period – Calendar year, financial year, or custom

✅ 1-Click Dashboard Update – Instantly refresh data for any reporting period

✅ Supports Any Currency – Use your local or preferred currency

✅ Top 10 Expenses & Incomes – See where your money is coming from and going

✅ Recent Transactions List – Stay up to date with the latest entries

✅ Income vs. Expense Overview – Instantly see if you’re spending more than you’re earning

✅ Beginner-Friendly – Clean design with step-by-step setup instructions

📝 What You Get

• ✅ Personal Finance Tracker Notion Template
• ✅ Simple Setup & Usage Guide

🔗 Requirements

• A free Notion account
• (Optional) Basic familiarity with Notion

🚀 How It Works

1. Purchase – Get instant access to the template
2. Duplicate – Add it to your Notion workspace
3. Customize & Use – Setup reporting period start month, categories and start tracking income & expenses.

Perfect for anyone who wants to simplify and visualize their personal money management — this Notion template makes it easy to stay on top of your finances.