Profile PictureSanat | The Accountant Guy (Finance Products)
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Notion Personal Finance Tracker

35 ratings

The only Notion Dashboard you will need to track your Personal Finances with ease!

Do you feel overwhelmed while your finances that feels like a full-time job?

This Notion template is all you need to manage all your finances in one place with a simple and easy to use interface as shown below.

Why Notion?

Notion is available on every platform, with customizable layouts and a wide range of components and views including board view, gallery view, table view and more.

Stacking up with advanced filter, sort, and search functions, Notion provides a powerful database to track years of financial data without paying any recurring fees.


  • View account balances
  • Income Tracking
  • Expenses Tracking
  • Set monthly budgets and assess your performance
  • Pay Bills on Time
  • Create Savings Funds for your use
  • Pay Debt on Time
  • Find your Net Worth
  • Track your Assets and Liabilities distribution
  • Keep track of Inflow and Outflow of Bank and Cash Accounts
  • Track Subscription Expenses
  • Track Finances For Couples
  • Track your Investments under Stocks, Cryptos etc
  • Transfer funds between accounts and more

Get all of above features in one workspace now!


Does this work on the free version of Notion?

Yes. Once you've made the purchase, you will get a link to duplicate this to your Notion workspace. You don't need to be on Notion's Personal Pro plan to use it.

Do you offer customization or other support, if something is needed to suit my specific use case?

Yes. Reach out to me at to know more.

Does the template contain Notion Formulas 2.0?

Yes, all the templates are upgraded to Notion Formula 2.0 (by default).

Can I share this template?

This Notion template comes with a personal license for individual use. Feel free to use the template with your internal team. But please do not share it with other individuals.

What will happen after my purchase?

Right after your purchase, you will be made available with the link to download the template. After downloading the template, you will be able to duplicate it in your own workspace. You’ll also receive an email with the link to the template and other relevant files.

Is there a refund policy?

Yes, If you feel that the template hasn't provided you with any value, write to us & we'll give you a refund within the first 30 days of purchase. We're passionate about making products people find value in and we're confident in the value of this.

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30-Days Money-Back Refund Policy

Notion Personal Finance Tracker hasn't provided you with any value? Email; we'll give you a refund within the first 30 days of purchase.

Last updated Sep 26, 2023

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Notion Personal Finance Tracker

35 ratings
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