Personal Finance Tracker Notion Template, Notion Finance, Budget Tracker, Expenses, Debt Tracker, Money, Investment

A refined Personal Finance Tracker for individuals who value clarity and intention.

This system blends aesthetic simplicity with financial intelligence — turning your money management into a calm, structured, and intuitive experience. The layout is elegant, the calculations are precise, and the workflow is intentionally quiet, allowing you to make financial decisions with confidence rather than confusion.

Your finances shape your life. They deserve a system that honors that — steady, elevated, and thoughtfully designed.

This is not just a tracker. It is a financial home built for sustainability, long-term clarity, and growth.

FEATURES

• Editorial, minimalist dashboard
• Smart Accounts system with live & future balances
• Income & Expense tracking with automatic reporting
• Bills & Subscriptions with renewal automation
• Monthly Budget engine with goals, remaining %, and spending insights
• Comprehensive Financial Goals framework with milestones
• Sinking Fund system for planned future spending
• Wishlist for mindful purchases
• Net Worth automation — snapshot, distribution, and growth analytics
• Investment tracking (holdings, transactions, ROI, market value)
• Property & Valuables tracker with updated asset values
• Monthly & yearly reporting dashboards
• Fully customizable everything — categories, workflows, and UI
• Getting Started guide + tutorial
  

PERFECT FOR

• Individuals ready to take control of their money with elegance
• Creatives, freelancers, and multi-income earners
• Anyone setting financial goals or tracking long-term wealth
• People who prefer Notion over spreadsheets
• Anyone who wants a calm, beautiful financial system that actually works

INCLUDED PAGES

00 / Homepage

01 / Accounts

02 / Income

03 / Expenses

04 / Bills & Subscriptions

05 / Budgeting

06 / Reports

07 / Financial Goals

08 / Sinking Funds

09 / Wishlist

10 / Property & Valuables

11 / Investments

12 / Net Worth Tracker

13 / Getting Started — setup + guidance

NOTES

Digital Product & Refund Policy

This is a digital download. No physical product will be shipped.

Access to the template is provided instantly after purchase.

All sales of digital products are final and non-returnable. Refunds and exchanges are not offered, as access cannot be removed once the template has been delivered.

If you experience any issues, please feel free to contact me directly—I’m always happy to assist and typically respond within 24 hours.

License & Usage

This template and any included files or widgets are licensed for personal or internal team use only.

Redistribution, resale, or sharing the files—whether original or modified—with clients or external users is strictly prohibited. Your purchase grants a non-transferable license for use within your own Notion workspace only.

All files included are for personal use only. Unauthorized redistribution or resale may result in appropriate action to protect intellectual property rights.

Language & Currency

This template is designed and labeled in English. You’re welcome to change page titles, labels, and text inside Notion to your preferred language; however, please note that some formulas rely on specific property names, and changing those may affect how the template functions.

All amounts in the template are shown in USD, but currency symbols and formatting can be adjusted inside Notion to match your own preference (such as EUR, GBP, or others). If you’re unsure how to do this, I’m happy to help guide you.

Notion Plan Requirements

All templates work on the free Notion plan. Please note that Notion limits free accounts to one visible chart at a time. Templates with multiple charts still function fully, but only one chart can be visible simultaneously. This limitation comes from Notion, not the template.