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.

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.

How to Build Your Own Notion Finance Tracker

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


→ 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.)

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


→ 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]”


  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


Use the layout below as an example for your 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


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 🙃

3-2-1: Notion!

Want to be in the loop with everything Notion? Join the 4000+ Notioneers on the #1 Notion-focused newsletter.
Every Tuesday, I’ll hit you up with an email, giving you 3 tips on how to make the most of Notion, 2 (awesome) resources, and 1 Tweet of the Week.

Access previous newsletters

Check other posts

Monkey-minded, I like to build stuff that inspires me.

Living remotely, currently open for collabs.

Other projects

Repertory of Indie Hackers / Solopreneurs / Bootstrappers affiliate programs.
The best Notion templates on the market, curated by a Certified Notion Consultant.
The Notion Corner
The #1 newsletter that teaches you how to leverage Notion to make the best out of it.
3-2-1: Notion!
Music Production (House / Deep House)