Personal Finance Tracker Notion template

See where your money goes without a spreadsheet you dread opening. This Notion template gives you one page with four tables for your transactions, your monthly budget by category, your accounts, and your savings goals.

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Personal Finance Tracker Notion template

TransactionsCategoriesAccounts & Net WorthSavings GoalsExample entries

What is inside

Transactions:

every income and expense, with a date, an amount, a category, and an account.

Categories:

a monthly budget for each category. Each category adds up the transactions you logged against it and shows the budget left.

Accounts & Net Worth:

every account with its type and balance. Types are Current, Savings, Investment, and Debt.

Savings Goals:

each goal with a target, the amount saved so far, a target date, and a progress percentage.

Example entries:

example rows in each table that you can study, keep, or delete.

How you use it

Set your categories and monthly budgets first. Every transaction links to a category.
Log each transaction when it happens. Each takes about thirty seconds.
Check the Logged and Budget left columns in Categories once a week.
Update your account balances. To see your net worth, turn on Sum under the Balance column.
Update the Saved so far amount on each savings goal.