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Personal Finance Notion Templates

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This package of templates was compiled to help you track your finances and achieve your financial goals!

$ 10

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Template Description

Why did I create this template?

I believe taking charge of your finances is an important step in finding personal and professional success. I have applied these same templates in my life and it has changed my perspective forever. I want them to do the same for you.

What's inside the template?

There are 5 personal finance templates in this package:

- Track Monthly Transactions

- Month Balance Tracker

- Personal Finance Journal

- Assets vs. Liabilities

- Allocation of Funds

How to use the template?

Add or remove rows as needed to adjust table calculations.

Empty cells in the "Track Monthly Transactions" can be clicked to add transactions from the "Spend/Earn Tracker". 

Sums are automatically calculated for you on some templates and transactions are shared across a few templates as you add them. 

Every month you can clear results to begin a new month. You can detail results through the journal if you need to. 

The personal finance journal is meant to be more than just a wall of numbers and is meant to have you think about what these numbers mean as well as your ongoing relationship with money. Add as many entries as you see fit. 

What are the benefits of the template?

These templates will allow you to understand your income, expenses, and where all that money is going. If you are consistent with this, you will notice things in your spending patterns from month to month. Through these templates, you will discover to budget and where your money is best served. I wish you the best of luck on your financial journey!

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