Top 10 Paid Personal Finance Templates

Take Control of Your Finances With This Intuitive Net Worth Tracker.

The Net Worth Tracker Notion Template makes monitoring your financial position effortless, empowering you to take charge of your money with confidence.

Flexible Customization
Tailor the template to fit your unique financial circumstances. The journey to financial freedom is personal, and this template ensures your net worth tracking aligns with your needs.
Streamlined Assets & Liabilities Tracking
Input and categorize your assets and liabilities easily, gaining clarity into your financial standing in real-time within Notion's intuitive interface.
At-a-Glance Net Worth Calculation
The Net Worth Tracker performs all the number crunching for you, displaying your net worth prominently, updated automatically as you add new data.
Progress Tracking & Target Setting
Visualize your net worth gains over time and set custom net worth targets to stay motivated and on track in your journey to financial independence.

Features for this template include:

1. Account Balances

Table for tracking how much is in a banking account. Options for checking, savings, or credit card.

1. Transaction History

This table is where you will track any money moving in or out of your accounts: expenses, deposits, moving money into investments, etc.

1. Monthly Summaries

Monthly summaries provide a quick view into what your spending habits looked like for a given month. Includes a section for income, expenses, saved, and invested.

1. Budgeting

Each transaction category has the option to add a budget. There are columns to show your monthly spending for a given category, an average amount spent per category, and if the projected budget is too high or low based on that average.

1. Savings Buckets

A rollup table shows how much money you have in all of your savings accounts combined and allows you to divide that money, freely, between various savings goals (i.e. “buckets”). If you include a deadline on the goal, you can see how much you should save per paycheck in order to meet that goal by said deadline.

1. Asset Value Tracking

If you have accounts or assets that are not managed in this template, you have the option to manually input balances for those. For example, if you have a 401k, an HSA, or own a home, you can add it as an asset and manually input its value to be included in your portfolio.
There is the option to track an asset’s value over time and create custom periods (Ex: Q1, January, 2024, etc.) to see the asset’s highest and lowest values as well as the overall growth during that period.

1. Bill Reminders

A table for recurring bills tells you when to expect the next, based on a frequency of either Monthly or Annually. The table also includes an average cost for a given bill.

1. Next Paycheck Calculator

Always know when you’re getting paid next with this feature. Set your paycheck frequency from a few select options and, using the date of your last paycheck, it will determine when you can expect your next.

1. Credit Score Tracking

Keep track of your credit score over time with this database.

1. Date Last Updated

To motivate you to keep your finances up-to-date, this table serves as a reminder to update your data.

This template allows you to keep track of your income, expenses, and savings, helping you to stay within your budget and avoid overspending. Moreover, it can give you a clear understanding of your financial habits, enabling you to make necessary adjustments toward your financial goals. See more below for a list of all features included in this template as well as the template tour & tutorial!

What's Included?

• Income, Expense, Transfer
  : where you can input all of your earnings and spending as well as your transfer from one account to another

• Accounts:
   where you can manage all your bank accounts, credit cards, and other places where your money is stored.

• Monthly Reports:
   where you can set a budget for the month, track your total expenses paid, and total income earned in a month. You can also view expenses due and the ending balance.

• Yearly Reports
  : where you can view your yearly transactions by type

• Easy Navigation:
   A handy sidebar is on all pages where you can access important pages easily. We also include a “Home” button to return to the main dashboard.

• Quarterly Reports
  : where you can view your quarterly income, expense and ending balance performance.

• Recurring Costs
  : where you can view your recurring subscriptions and track all spending related to these types of cost and see when it is due next.

• Debt Tracker
  : where you can track your debt payment, loan repayment progress & remaining balance.

• Asset Tracker:
   where you can see all the assets you have and periodically update the information to calculate the total amount of assets.

• Net Worth Tracker:
   See your current totals for assets, accounts, debt, and more!

• Charts:
   See your income and expense breakdown in a handy chart view. You can also see your net worth over time. (This feature requires a Notion plus plan or above)

• Cover photos:
   in grey, white, and black for the monthly & quarterly tracker.

• Step-by-step tutorial video

Get ready to turn your money moves into a game-changer with the Finance tracker! Including a monthly budget that actually feels fun, tracking your cash flow like a pro, and getting the lowdown on your main account, savings accounts, and goals—all in a package that's as easy as rocking your favorite playlist. We've got the playbook and step-by-step guide to make it all a breeze.

Have full control of your finances through this minimalist template.

👤 Accounts
⬇️ Incomes
⬆️ Expenses
↔️ Transactions
🔃 Subscriptions
🎯 Goals
📝 Summary

Take control of your finances with the help of this intuitive personal finance tracker.

Crafted for individuals seeking to organize their finances and take control of their money, this Notion template is the ultimate tool to track, schedule, and optimize your financials.

Effortlessly organize your expenses, track your income and investments, and gain insight into the time needed to work and cover your financial obligations.

Discover the ultimate tool for financial empowerment with this budget template. Designed for ease and efficiency, this template offers a clear snapshot of your finances, helping you set and achieve your money goals. With its intuitive layout and customizable features, you're not just tracking money - you're mastering it!

Our Personal Finance Tracker Notion template is a powerful tool for individuals, teams, and companies aiming to gain control over their financial landscape. For individuals, it encourages financial mindfulness and helps shape responsible spending habits. For teams and companies, it provides a clear, organized picture of financial operations, assisting in budget planning, expense management, and profit optimization. The template's comprehensive yet simple design brings about improved financial awareness, streamlined decision-making, and ultimately, financial growth.

Experience unparalleled benefits with the Finance Tracker template, revolutionizing financial management with an intuitive design and comprehensive features. Gain total control over your finances, monitor income sources, track expenses, and manage savings effortlessly. Say goodbye to financial stress and embrace streamlined money management, informed decision-making, and the rewarding journey towards achieving your financial goals.