Why did I create this template?

Master Your Finances with Notion Budget Tracker.

Keep Track of Your Income and Expenses and Achieve Your Financial Goals.

What's inside the template?

Our budget tracker is the ultimate tool for anyone who wants to master their finances and achieve their financial goals.

Budget Overview:

This section includes an overview of your income and expenses, as well as your net income and total savings. It gives you a quick snapshot of your financial situation and helps you stay on top of your budget.

Income Sources:

You can add your salary, rental income, investment income, and any other sources of income you may have. This section provides a detailed breakdown of your income sources and helps you understand where your money is coming from.

Expense Sources:

The Expense Sources section of the tracker is where you can add your expenses. This section provides a detailed breakdown of your expenses and helps you understand where your money is going.

Funds Allocation Overview:

The Funds Allocation Overview section of the tracker allows you to see how your money is allocated across different categories. This section helps you stay on track with your spending and make informed decisions about where to allocate your funds.

Quarterly Allocation Overview:

You can see how much you have spent in each category and how much you have left in your budget for the quarter. This section helps you stay on top of your spending and adjust your budget as needed.

Income Details- 

You can see how much you have earned in each income category and compare it to your estimated income.The Quarterly Income Overview section of the tracker provides a quarterly breakdown of your income across different categories.  The Frequency of Income section of the tracker allows you to track the frequency of your income sources. You can see how often you receive income from each source, such as weekly, bi-weekly, or monthly. 

Expense Details- The Expense Details section of the tracker provides a detailed breakdown of your actual expenses compared to your budgeted expenses. The Quarterly Expense Overview section of the tracker provides a quarterly breakdown of your expenses across different categories. The Type of Expense section of the tracker allows you to categorize your expenses into different types, such as fixed expenses, variable expenses, or discretionary expenses. 

How to use the template?

All instructions for using the template are included inside the template written in a step-by-step manner

What are the benefits of the template?

• Keep track of your income and expenses in one central location
• Fix your monthly income goals to assess your overall performance
• Categorize your expenses to identify areas for improvement
• Set and monitor monthly budgets for different categories
• Access your budget tracker from any device, anywhere

What are the features of the template?

• Easy categorization for expenses and income
• Simple and intuitive interface for easy tracking
• Monthly budgeted tracking with progress bars
• Detailed analysis to help you understand your spending habits and income sources
• Gain access to the tracker from anywhere in the world with internet access.