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
- Purchase – Get instant access to the template
- Duplicate – Add it to your Notion workspace
- 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.