Notion Finance Tracker: Build Your Own + Free 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.

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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. If you're a freelancer, entrepreneur or startup, you can also link your Invoices database to your Finance Tracker system.

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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:

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

In the content of each income or expense cards, you can add notes to give more details about the transaction.

Months

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

→ Add the following properties

Relation to Income
Relation to Expenses
Rollup that gets the Sum of all Income
Rollup that gets the Sum of all Expenses
Balance formula that calculates the difference between Income & Expenses
Labels: Income, Expenses & Balance
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]

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

Years

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

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Display

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

Notion finance tracker layout example — Layout Example

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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

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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?

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