Top Personal Finance templates

Take control of your finances with Notion's Personal Finance templates. Budget planners, expense trackers, trading journals, investment logs, and savings goals are all part of our suite, designed to help you manage your money smarter. Ideal for anyone looking to achieve financial stability and growth.

1,911 Templates
A template preview for Simple Budgeting
A template preview for Spending Tracker 💸📊
A template preview for Expense Tracker
A template preview for Finance Tracker by Rosidssoy
A template preview for Money Tracker (Expenses, Budget, Income)
A template preview for Shopping List
A template preview for Money Manager
A template preview for Crypto Trading Dashboard
A template preview for Dashboard
A template preview for Trading journal
A template preview for Expenses Tracker: Keep Up With Your Spending
A template preview for Monthly Budget
A template preview for Saving Goals
A template preview for Finance Tracker
A template preview for Finance, Savings, and Debt Tracker
A template preview for Monthly Budget Tracker
A template preview for Subscription tracker
A template preview for Budget Tracker
A template preview for Budget Planner (w/ charts)
A template preview for Options Trade Journal (Basic Version)
A template preview for Investment Portfolio Management
A template preview for Budget sheet with categories
A template preview for Personal Financial Planner
A template preview for Mini business finance tracker

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Top 10 Free Budgeting & Savings Templates

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Top 10 Free Budget Templates

Notion
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FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.so/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

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