Skip to contentFree templates are back. 240 of them.NOCOST
Simple Finance Tracker

Simple Finance Tracker

The best way to track your finances, Track your income and expenses, Manage multiple accounts.

Severin Schuetz · @Severin Schuetz
★★★★★4.825 REVIEWS5,849 VIEWS
Free
Duplicate link appears immediately.Works in any Notion workspace, free or paid.
Share

About this template

Simple Finance Tracker for Notion

the best way to track your finances

  • Track your income and expenses
  • Manage multiple accounts
  • Get insights on expenses and income per year, your total capital on each account and your transactions grouped for each month

What you get inside:

There are multiple sections, each serving a different purpose:

  • Accounts: You can decide for yourself how many accounts you have. You can enter them here. As soon as you have opened the account, you must enter your starting balance (how much money you currently have in the account.)
  • Year: Here you can see the total statistics of the whole year over all accounts. So how much you have won and lost in total.
  • Income: The transaction database is the heart of this template. In this particular area "income" you enter everything you earn.
  • Expenses: In this part everything works the same as with the revenues, only that they are expenses
  • This Month: Here you can see all your transactions of the current month. Either in a normal calendar or in a table view
  • Recurring Transactions: This part is for you to create recurring income and expenses once at the beginning of the month
  • Quick Add: This part is for you to make quick entries. When you make an entry in these pages, today's date will be added automatically.

Try it out. It's 100% free!

Don't forget to give the Template a review ⭐⭐⭐⭐⭐

More like this

Templates sharing this one's tags, reshuffled each visit.

Made something good? Sell it here.

Makers keep the majority of every sale. Listing takes about fifteen minutes and we review it within two days.

Become a maker