Personal Finance Tracker
tracking income, expenses, budgets, and financial goals
Free -
$0.00
Take full control of your finances with the Personal Finance Tracker Notion Template.
This all-in-one dashboard helps you effortlessly log income, categorize expenses, and visualize your budget in real time.
With intuitive quick-action buttons and dynamic summary cards, you’ll always know where your money is going and how you’re progressing toward your financial goals.
Features
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Quick Action Buttons – Instantly add new accounts, income, or expenses with one click.
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Accounts Overview – Visual cards for each account (Bank, Cash, PayPal, Stripe) showing total income and expense.
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Expense Categories – Color-coded category buttons (Food & Drinks, Utilities, Health & Fitness, Home, etc.) for easy sorting and filtering.
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Detailed Expenses Database – Table view listing each expense with date, amount, account, and category for full transparency.
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Income Database – Table view logging income sources (Salary, Freelance, Investments, Rental, Business, Gifts) with amounts and accounts.
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Customizable Dashboard – Rearrange, rename, or add categories, accounts, and views to match your workflow.
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Mobile Friendly – Fully responsive design for seamless use on smartphones and tablets.
Frequently Asked Questions
Yes. Simply click “New” in the Accounts or Expense Categories section to create your own. All summary cards and databases will update automatically.
Use Notion’s template button or copy existing entries to duplicate recurring income or expense rows, then adjust the date as needed.
Open the template link in your browser, then click “Duplicate” in the top-right corner to add it to your Notion workspace.
Absolutely. You can fully customize any template by renaming sections, adding or removing elements, changing icons and colors, adjusting settings or formulas, and rearranging the layout to suit your workflow.
Yes. The template is fully compatible with the Notion app on smartphones and tablets, so you can track and update your habits on the go.
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