Finances Notion templates

A curated list of the top 30+ Notion Finances templates
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Notion starter pack
Notion offers a collection of ready-to-use templates that can help you get started with the platform. These templates are designed to make it easy for you to take advantage of all that Notion has to offer, whether you're using it for personal organization, team collaboration, or something else entirely. With these templates, you can quickly and easily set up your Notion workspace and start using the platform to its full potential.
Notion starter pack
Easlo
FREE
$
0
Budget planning
This product helps you track your spending and reach your financial goals. You can set a monthly budget and enter your expenses in the database. The filters allow you to view your expenses in different ways, such as by category or by month. You can also view your expenses on a calendar or in a Kanban-style board, broken down by category. This can give you a better understanding of your spending habits and help you make more informed financial decisions.
Budget planning
Notion
FREE
$
0
Ultimate finance tracker dashboard
Another company has created a comprehensive dashboard to help individuals track their financial activities. This dashboard includes features such as setting monthly category budgets and saving goals, as well as the ability to view monthly expenses and incomes. With these features, users can gain greater awareness of their money flows and learn how to better manage their finances.
Ultimate finance tracker dashboard
Easlo
FREE
$
19
Yang's financial tracker
The product is a free financial tracker that helps users track their income and expenses on a monthly basis. The system was developed by Humphrey Yang (@humphreytalks) and accurately records all transactions. A yearly summary is included at the top of the page to provide an overview of the user's financial status for the year. Tracking expenses is a simple and effective way to understand one's financial situation and make informed decisions about budgets, savings goals, and investments.
Freelancer dashboard
Stay on top of your workload with this powerful tool that allows you to manage your projects, tasks, and clients. Easily generate invoices and track your progress to gain valuable insights into your work. Streamline your workflow and keep everything organized with this versatile tool.
Freelancer dashboard
Yudax
FREE
$
0
Perfect dashboard
We are excited to introduce a fantastic dashboard that can help you manage your life within the Notion app. With its three-column layout, this dashboard template enables you to organize and track every aspect of your projects and data. We believe it is the best dashboard you will ever see.
Gig tracker
If you're a self-employed food delivery driver, you have a lot to manage, such as mileage, earnings, and taxes. If you're like me, you probably have bits of data scattered across several different apps. Fortunately, the Delivery Tracker Notion Template is now available for download at no cost! This template will help you keep all of your important information organized in one place.
Freelance OS
Freelancer OS is an operating system that offers a range of features for managing projects, customers, finances, and more. With its comprehensive dashboard, freelancers can easily access all the tools they need to run their business in one place, without the need to sync with multiple services. This can help freelancers to become more organized and efficient in their work.
Freelance OS
Easlo
FREE
$
59
52 Week savings challenge
Many people struggle to stick to a savings plan, but a savings challenge can help. The popular 52-week savings challenge is a great example. You start by saving $1 in the first week, then add an extra dollar each week. By the end of the challenge, you will have saved $1,378. This template can help you track your progress and stay on track to reach your savings goals. Simply enter your weekly savings and see your progress over time.
52 Week savings challenge
Ratio App
FREE
$
0
Bill tracker
This product is designed for people who want to manage their finances more effectively. It offers a simple and user-friendly interface that allows users to track their bills and expenses, helping them to stay on top of their budget and avoid late payments. The template also includes a feature that automatically calculates the next billing date, allowing users to easily input their monthly rate and have the rest of the work done for them. Overall, this product is an essential tool for anyone looking to get their finances in order.
Freelancer OS
Freelancer OS is an all-in-one operating system designed to help manage projects, customers, finances, and more. With this comprehensive dashboard, freelancers can avoid the need to sync with multiple services because everything is in one place. It provides a way for freelance businesses to become more organized and efficient.
Freelancer OS
Easlo
FREE
$
59
Personal finances
The "Finances" template is a useful tool for anyone who wants to stay on top of their expenses, debts, and extra costs. It includes a categorized Kanban board and a Cash Flow Calendar that allow you to see your financial situation at a glance. This visual representation makes it easy to manage your money and make sure you always have a clear picture of your financial health.
Finance & crypto tracker
There are many finance tracker options available in the Notion community. However, this particular finance tracker stands out as unique and offers more than just the basic features. In addition to the standard features you would expect in a finance tracker, this tool provides additional features to help users better manage their finances and improve their wealth.
Aesthetic personal finance
The Personal Finance Tracker Notion template is a straightforward and user-friendly tool for tracking accounts, income, savings goals, and expenses. It offers a simple way to manage your personal finances.
Roommate space
If you live with other people, this product can help you establish rules, track shared finances, ensure that everyone is happy with how the space is being used, and more. It's a convenient way to manage your home and maintain harmony among all residents.
Roommate space
Notion
FREE
$
0
Subscription tracker
This system, created by another company, is designed to help you manage your subscriptions. It has features that allow you to track the monthly and yearly costs of your subscriptions, as well as the option to track subscriptions with a custom billing cycle. The system also has the ability to automatically calculate your next payment date.
Real estate investor dashboard
This template is perfect for landlords, real estate investors, and property managers who want to be able to easily keep track of their investments. It offers a dashboard that helps you manage your property portfolio, tenants, bills, and transactions all in one place. Whether you are a small landlord with a few properties or a large property manager with a large portfolio, this template is the perfect tool to help you stay organized and on top of your investments.
Real estate investor dashboard
Ian Dikhtiar
FREE
$
900
Investments tracker
I created these two tables to help me better understand and track my invested money. It can be difficult to keep track of all your investments, but with these tables, you can easily see your current liquid value, total growth, average yearly growth, and more. I've also included a quick tutorial to help you get started.
Freelance clients
I created this template to help me keep track of my various freelance clients and their specific needs throughout the work process. It allows me to quickly see which clients have unfinished work, scheduled meetings, or outstanding payments, and contact them as needed. Additionally, I can use it to monitor my progress towards achieving my annual income goals. The template includes a spreadsheet for each client, where I can store detailed information, brand assets, and other relevant files. I can also use the Board view to organize my clients by status. You can easily customize the template by modifying the Client Types and Tags to fit your own workflow.
Angel investment tracker
Streamline your angel investing with this template. Consolidate all of your investments and retain valuable details for making sound decisions. Use it to manage your portfolio and coordinate your investment process.
Wedding planner
This resource is designed to help engaged couples plan their wedding. It allows users to customize and edit the content to suit their needs and create the wedding of their dreams. Some of the categories covered in the resource include budget, guest list, venue, vendors, and more. Whether you're just starting to plan your wedding or you're in the final stages of preparation, this resource can help you stay organized and on track.
Donation management
This donation management template can be used by nonprofits to manage their grant and gift pipelines. With this tool, you can easily track and organize your organization's donations, ensuring that you are able to effectively manage your nonprofit's funding.
Donation management
Notion
FREE
$
0
Finance tracker
I use Notion for a wide range of purposes, including managing clients, working remotely, tracking my portfolio, and most recently, keeping track of my personal finance. This year, I'm determined to improve my money habits and personal investment strategies, and using Notion to track my personal finance activities is a great first step in achieving that goal.
Finance tracker
Zoe Chew
FREE
$
0
Lean Startup OS
This template from another company can help you validate your startup ideas before building your product. By adopting a user-centric approach, you can create products that people will love. The template also helps you deliver your product on time using smart time boxing, plan your marketing, and track revenue and costs.
Independent contractor toolkit
This template provides a central location for tracking documents, tasks, hours, and invoices. It allows users to organize and manage their work efficiently and effectively. With this template, users can stay on top of their workload and avoid missing important deadlines or details.
Independent contractor toolkit
Notion
FREE
$
0
Aesthetic watercolor planner
This aesthetic Notion personal planner template is an all-in-one solution for managing your time, staying organized, and achieving your goals. This watercolor-themed planner allows you to keep track of your essentials, including To-Do lists, notes, daily schedules, and finances. Use this template to stay on top of your personal life and achieve your goals. The planner includes a finance tracker, goal tracker, habit tracker, and note taker.
Aesthetic personal planner
The Notion personal planner is a neutral-colored tool designed to assist you in managing your time, achieving your goals, and staying on top of your priorities. This planner can help you keep track of your daily schedule, finances, and to-do lists, among other important tasks. Its aesthetic design makes it a pleasure to use.
AirBNB management
This template is designed to help individuals and companies manage their short-term rentals efficiently and effectively. It allows users to manage multiple units and includes features for guest management, property management, booking management, and financial tracking. This all-in-one solution helps make it easy to manage all aspects of your short-term rental business.
Rames freelancer dashboard
This template is designed to help freelancers manage their projects, events, and content. It also includes databases for tracking finances, storing quotes and proposals, and managing client relationships. It offers a comprehensive solution for freelancers to manage their work and clients.
Bills Tracker
An essential tool for anyone looking to manage their finances, this simple and easy-to-use template helps track bills and expenses. With automatic calculations for your next billing date, all you have to do is input your monthly rate and the rest is taken care of for you. Stay on top of your budget and avoid late payments with this helpful tool.
Pricing strategy
The template features a number of databases, including ones for revenue streams, personal and business expenses, as well as a pricing simulator for quickly calculating prices for services. Additionally, there is a calculator linked to income and expenses that automatically updates as the other databases are filled out, allowing users to easily track their financial information.
Subscription tracker
I created a subscription tracker to help me stay on top of my finances. With over 20 active subscriptions, it can be challenging to keep track of the monthly and yearly costs. My tracker provides overviews of these costs and sends renewal alerts so that I don't miss any payments.
All-in-one wedding kit
Planning a wedding is a challenging and complex process. It's easy to feel overwhelmed and unsure of where to start. It can be difficult to keep track of all the details and stay organized, and it's common for couples to feel like they are the only ones struggling. However, it's important to remember that most couples find wedding planning stressful and overwhelming. You are not alone in your struggles.
NFT Tracker
This tool allows you to easily add and manage your wanted, owned, and sold non-fungible tokens (NFTs). You can keep track of details like images, collections, categories, platforms, and links, and view statistics for purchased and sold NFTs by category. View stats for any year and get a comprehensive overview of your NFT collection.
NFT Tracker
Kavisha
FREE
$
5
All-in-one budget planner
With [product name], you can track all of your accounts in one place, making it easy to monitor your spending and budget. You can record and monitor all of your transactions to see where you are spending your money and where you can cut back. Additionally, you can monitor all of your stock purchases and sales. Plus, you can keep track of all of your bills to avoid late fees and other penalties.
Startup business planner
It's time to start managing your business effectively with this incredible template. This notion template is designed to help you manage your business, and you'll gain a lot of benefits from using it as a planner.
Subscription Tracker v1
With this tool, you can manage all of your subscriptions in one convenient location. Save money every month by avoiding overspending on subscriptions you don't need. Stay organized and in control by grouping your subscriptions by type, billing cycle, and amount. This tool makes it easy to keep track of all of your subscriptions with minimal effort on your part.

Welcome to our Notion Finances templates category! Here, you will find a selection of templates built by other designers that you can use to manage and organize your finances within Notion. These templates are designed to help you keep track of your income, expenses, and other important financial details.

Our Notion Finances templates range from simple, one-page layouts to more comprehensive templates that include multiple pages and features. Whether you're a freelancer looking for a way to organize your personal finances or a small business owner looking for a tool to manage your company's finances, you'll find a template that fits your needs.

Each template in this category has been created by a fellow Notion user and has been tried and tested by others, so you can trust that they will help you manage your finances efficiently and effectively. Simply browse through the templates, select the one that best suits your needs, and start using it right away! With our Notion Finances templates, you can stay organized and on top of your income and expenses.