8 Notion Budget Templates to Streamline Your Finances

Keeping track of your finances isn’t easy, especially with a slim budget.

Fortunately, the all-in-one workspace app called Notion can help immensely in this matter. It has a variety of budget templates that’ll allow you to manage your finances efficiently.

By using a budget template, you’ll have a crystal clear idea of your financial situation in day-to-day matters. At the end of the day, you’ll have a simple system to follow to stay on top of your finances and potentially achieve your financial goals in no time.

Since many Notion budget templates are out there, I’ve done the heavy work for you by finalizing some of my favorites.

I am sure these will help you take back full control over your money, irrespective of whether you’re a business person, student, freelancer, or just a family member who needs to manage finances.

How Notion Budget Templates Can Help in Streamlining Finances

When you use a budget template, you’ll be able to streamline your finances in more than one way. To start with, it’ll give you a clear overview of your income and expenses, making it clear for you to track where your money is going and also find out where you might be spending more than what is required.

Moreover, here are some additional ways it can help you streamline your finances:

#1. Budget That is Tailored For You

Using a Notion budget template can help you create a budget plan that works for you. It allows you to customize the templates as you like, where you can choose what to include and what to leave out, for example, specific income streams and expenses.

All of this combined helps you stay on track at all times.

#2. Save a Massive Amount of Time

You must have guessed this already – a budget template can also help you save time by automating specific financial tasks. For example, you can import and categorize all of your transactions when you link your bank details and card information.

#3. Simplify a Rather Daunting Task

Finally, using a budget template with Notion can make the whole process of managing your finances so much easier. You’ll notice you’re spending less time worrying about your money and spending more time on achieving your priorities and crushing those goals.

Also read: Yes, You can use Notion on Custom Domain

How to Add a Budget Template in Notion

There are multiple ways of adding a new template in Notion, but let’s go over the easiest way to do it.

Start by opening your desired template download page, and you should see either a Download button or a Duplicate Template button. Go ahead and click on that.

Once you do that, you should see the template appear on the menu on the left side.

That’s it, as simple as that. You can start using the template right away.

Now, let’s jump into the list of the best budget templates you can use with your Notion account.

Budget Planning

You can seamlessly organize your finances and create a budget with this Budget Planning template. It’s free, customizable, and designed with simplicity in mind to ensure it doesn’t distract you from the main purpose.

It includes:

• Tables for tracking income, expenses, and savings
• Dashboard for identifying and setting your spending categories
• Formulas that automatically calculate your total income, expenditure, and more

Once you download this template and use it with your Notion account, you can totally change it to fit your preferences. It’s a great resource for anyone looking to better organize and manage their money.

Budget Tracker Template

Get a clear picture of your spending habits with the help of this Budget Tracker Template. It has many incredible features that will allow you to stay on top of your finances.

Some of which are:

• Alerts and reminders
• Tips and resources to get through the process easily
• Customizable tables
• Dashboard with a convenient overview

This template helps you easily figure out where your money is going and what you can do to save up more in the long run. Moreover, you can also use formulas to further streamline the process.

You can download and use this template for absolutely no cost at all.

Financial Tracker

Gain a better understanding of your financial situation, create a budget that works specifically for you, and make smarter decisions using this Financial Tracker for Notion. It’s a comprehensive template that’ll make it easy for you to track your finances.

You can track income, expenses, savings, and other areas which need your focus. In fact, it’s great for monitoring your debt as well as setting saving goals.

You can start by adding your bank accounts and closely monitoring their transactions.

Another helpful feature of this template is that it also allows you to track timely recurring expenses.

Also read: Monetize Airtable and Notion Using These Tools

Finance and Budgeting Template

Very user-friendly and easy to customize, you can use the Finance and Budgeting Template to track your finances. It’s designed by Prototion and integrates amazingly with Notion.

When you use this template, you can:

• Add separate budget sections
• Create various categories
• Input expenses in different currencies
• Track savings goals
• Get your financial status
• Get a breakdown of your spending divided by category

It’s a great template for you if you’re someone who loves tracking progress with time. It lays out a very simple format to understand and input your data.

Expenses Tracker

Expenses Tracker is an advanced template that’ll help you keep track of your daily spending and identify what areas need to be limited. It allows you to set up recurring payments to update automatically, helping you save time by not asking you to enter details for every transaction.

It displays your overall expense and monthly budget and a detailed expense tracker to enter data as per your requirement.

Irrespective of whether you’re a small business owner, student, or freelancer, anybody can use this template on Notion to stay a step ahead of their expenditure.

Personal Finance Tracker

This Personal Finance Tracker has some useful features that make it likable. It allows you to create categories, sections, and different tables for different purposes besides giving you a complete breakdown of your finances.

You can customize it in several ways, including changing the categories, adding notes, attaching receipts, etc. This lets you track your spending in real-time and make informed financial decisions.

It also lets you customize your goals for specific purposes, for example, saving up for a down payment or a vacation.

Simple Finance Tracker

As the name suggests, Simple Finance Tracker is indeed a simple template in nature, but that doesn’t stop it from providing some of the most useful functionalities. It provides you with visual information for a better understanding of your finances.

You can manage multiple accounts and get detailed insights into your yearly expenses and income. It also informs you about your total capital on each account and monthly transaction details.

Automated Budget Tracker

Out of the many templates NotionHub provides, their Automated Budget Tracker is probably the most popular. It can help you keep track of your finances AUTOMATICALLY. 

You can create and set categories for different expenses, such as groceries, bills, etc. You can also create a budget for each category to avoid overspending.

This template allows you to sync your bank cards to import and categorize transactions for you automatically. This cool feature can save you time in the long run.

Automated Budget Tracker is great at providing visual information, such as reports and graphs, to help you understand and view your progress over time.

Final Words

Budgeting is an essential part of finance, and it’s something we shouldn’t ignore. With the help of Notion and the above templates, you’ll be able to control your finances like a pro while keeping your budget in mind.

Remember, budgeting is a journey, so don’t be afraid to adjust and change your template format as you progress to ensure it continues to serve you exactly the way you want.

Next, check out the best readymade invoice templates you can use with Notion and Word.