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Personal Finance Control Hub

This all-in-one Notion system does the math for you, shows budget, and keeps you motivated with visual goal tracking

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$ 17

Price $14 with extra 20% discount. Use code MIDYEAR20

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Finance Planner 2022

A template to organize your finances and financial goal for the upcoming year.

Template Description

Why this template?

Stop guessing where your money goes. This all-in-one Notion system does the math for you, shows budget status at a glance, and keeps you motivated with visual goal tracking.

Perfect for

Young professionals and students getting financial clarity
Freelancers tracking variable income & categories
Anyone who wants budgeting without spreadsheets

Key features

Auto-calculating dashboard (totals, savings rate, month-to-date status)
Smart transaction tracker with multiple views (All, By Month, By Category, By Account)
Budget planner with color-coded alerts (🟢 under, 🟡 near limit, 🔴 over)
Visual goal cards with progress bars + custom cover images
Mobile-friendly layouts for quick on-the-go logging
Pre-filled sample data to learn by example
Complete setup guide included (5-minute start)

What's Inside

Home Dashboard — KPIs, quick-add buttons, this month snapshot
DatabasesTransactions (date, type, category, account, amount, notes)Budgets (category, monthly cap, status, utilization)Goals (target amount, due date, progress %)Accounts (wallets, cards, banks; balances & filters)
Transactions (date, type, category, account, amount, notes)
Budgets (category, monthly cap, status, utilization)
Goals (target amount, due date, progress %)
Accounts (wallets, cards, banks; balances & filters)
Linked Views — Monthly review, Category drill-down, Recurring expenses
Entry Templates — Quick add: Expense, Income, Transfer

How it works

Duplicate the template to your workspace
Set categories & budgets once
Log transactions (or import via CSV)
Watch the dashboard update totals, savings rate, and budget status automatically

Works on Notion Free plan
No third-party tools or formulas to maintain