Notion Finance Tracker: build your own [+ free Notion template]

Notion Finance Tracker, Made Easy

If you're looking for a simple and effective way to track your personal and/or business finances, Notion is a great option. Notion is a powerful productivity tool that can be used for a wide range of purposes, including tracking your finances.

In this article, I’ll show you how to build your own aesthetics Notion finance tracker, step by step. We'll also provide you with a free Notion template that you can duplicate to get started right away.

Why Use Notion for Your Finances?

Notion is a great choice for tracking your finances because it's highly customizable. You can create your own finance tracker that's tailored to your specific needs and preferences. Notion also makes it easy to organize your finances, so you can see all of your accounts, transactions, and budgets in one place.

How to Build Your Own Notion Finance Tracker

Here are the steps to building your own Notion finance tracker:

Setup

→ Set up your Notion page: Create a new page in Notion and name it "Finance Tracker." This will contain the dashboard for your finance tracker.

Income & Expense

→ Create 2 tables: one called “Income”, and the other called “Expenses”.

→ Add the following properties:

  1. Amount: set up the currency of your choice (click the “123” button on the left)
  2. Date: set up the date format (click the date, then click “date format & timezone”)
  3. Type: create different income categories (salary, side hustle, reimbursement, etc.)

Months

→ Create a new “Months” database & select Gallery as the layout

→ Add the following properties

  1. Relation to Income
  2. Relation to Expenses
  3. Rollup that gets the Sum of all Income
  4. Rollup that gets the Sum of all Expenses
  5. Balance formula that calculates the difference between Income & Expenses
  6. Labels: Income, Expenses & Balance
  7. Formulas that get the data from the Income & Expenses rollups (they will be used for the Years database, but should be hidden in the Months database)

→ Create a new template & call it [new month]

  1. Add 2 columns
  2. On the left, add a linked view of the Income database
  3. On the right, add a linked view of the Expenses database
  4. Filter both databases by “Month contains [new month]”

Years

  1. Replicate the same process, but that time adding “Months” as a relation
  2. Extract the Sum of Income, Expenses & Balance using rollups
  3. Don’t forget the labels

Display

Use the layout below as an example for you own dashboard.

Notion finance tracker layout example
Layout Example

Free Notion Template

To help you get started, I’ve created a free Notion template that you can use to build your own finance tracker. Simply click the link below to download the dashboard and duplicate it into your Notion workspace:

Notion Finance Tracker Template

Conclusion

With Notion, tracking your finances & managing your money has never been easier. By following the steps above, you can create your own customized, aesthetics finance tracker that will help you stay on top of your finances and achieve your financial goals.

So why not give it a try today?

Start now & create your Notion account 🙃
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