Budget Notion Template
Budget Notion Template
What you get
A finance system where everything is connected. Log a transaction once and it flows into your monthly budget, your category breakdown and your yearly report automatically. No formulas to maintain, no spreadsheet tabs to keep in sync.
Budget tracker
The core of the template. It records what came in, what went out, and how that compares to the limits you set.
- Monthly budget
- Monthly expenses
- Monthly overdue
- Budget transactions
Bill tracker
- Monthly bills
- Due dates and payment status
- Budget allocations
- Reports
Savings
- Savings tracker
- Income goals
- Linked transactions
Subscriptions
- Subscriptions board
- Subscription cost
- Subscription budget
Wishlist
- Prioritised wishlist
- Linked savings goals
- Finance updates
Reports
- Yearly report
- Income breakdown
- Expense breakdown
Why it works
You only enter data once. Every dashboard reads from the same databases, so the numbers are always consistent.
It shows the uncomfortable truth kindly. Category breakdowns and subscription totals make overspending obvious without turning finance into a chore.
It bends to your setup. Different currency, different categories, different pay cycle: rename anything, add anything, delete what you do not use.
How it works
- Complete checkout. One payment, no subscription.
- You get an email with a PDF containing your private Notion link.
- Open the link and press Duplicate in the top-right corner.
- The full budget system lands in your own Notion workspace.
A free Notion account is all you need. This is a digital product, so nothing is shipped.