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Can Notion’s Finance Tracker take control of your income and expenses?
But did you know that you can also use Notion to track your finances?
Talk about an all-in-one platform!
Whether you’re looking for a personal or professional finance tracker, rest assured that Notion has something for you.
Read more: How To Delete A Teamspace In Notion.
What Is Notion Finance Tracker?
Notion has thousands of pre-made templates that you can easily add to your workspace to enhance functionality.
Instead of creating a page or workflow from scratch, you can simply choose a template and begin using it right away!
Notion templates cover a wide range of purposes, from team knowledge bases to personal workout trackers and, you guessed it – finance trackers!
A finance tracker can help you track and manage your monthly income, expenses, tax, and more so you know exactly how much you’re spending and receiving down to the dollar!
Read more: Notion Content Calendar
Notion Finance Tracker Templates
If you’ve ever jumped into the template gallery in Notion and typed in ‘Finance Tracker,’ you’ll be met with around 100 templates.
So, why are there so many? What are all the different templates for? And which do you choose?
Well, with Notion, anyone can create a template for themselves or others to use.
In terms of finance trackers, there are so many templates you can use. But for creators or small businesses, I recommend sticking with the free Notion Finance Tracker templates.
If you’re after a template that helps you stay within your budget, you could try the Simple Budget Template made by Notion, which enables you to track your monthly financial goals.
Alternatively, I’d recommend using the Personal Finance Tracker template (also by Notion). This free template can revolutionize your financial management!
Powered by Database Automations, keeping track of your income and expenses is easier than ever!
Every time you input a new transaction, the system automatically updates the date, ensuring that your financial journal is always current.
Additionally, the template prompts you to set aside money for taxes on relevant income streams.
There are so many other free and paid Notion templates that let you track a lot more than the two basic templates mentioned above can.
Check out the whole range of finance tracker templates here if you’re after something more advanced.
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My Notion Templates
Once you’re up and running with a Notion Finance Tracker, why not set yourself up and add other helpful templates to complete your Notion workflow?
I’ve created four handy, fully customizable, and free Notion templates that are a match made in heaven for you and your business!
Read more: Obsisidan vs Notion.
Social Media Planner
My dedicated Notion Small Business Social Media Planner is specifically designed for small business owners to help plan, schedule, and manage their social media campaigns.
The template offers four dynamic view types (Kanban, List, Calendar, Timeline) and has fully customizable sections.
You can easily insert links, add new items as needed, and adapt the template for any business type, project, or specific needs.
Whether you’re an agency, personal brand, consultant, service or content-driven business, restaurant, cafe, and more, this template is designed to support you!
Get ready to take your content strategy and publishing schedule to the next level!
Read more: Notion vs Monday.com
Notion CRM and Project Management Template
If you’re searching for a comprehensive solution to streamline and manage your contacts, leads, and deals, look no further than my versatile CRM and project management toolkit.
This template is designed for small businesses, and offers five user-friendly templates.
With these templates at your disposal, you can effortlessly manage and navigate your contacts, leads, and tasks throughout the entirety of your sales pipeline.
Notion Ultimate Local Business Checklist
If you’re a small local business looking to make your mark online, then my Ultimate Local Business Checklist is exactly what you need to succeed!
This comprehensive Notion template is packed with ten essential tools and actions specifically curated to guide your transition to an online presence.
By implementing these actions, you’ll enhance your online visibility, establish a strong brand authority and credibility, and generate more leads and sales.
Are you prepared to conquer the digital realm? Begin your online journey by using my Local Business Digital Checklist today!
Read more: Your Complete Guide to Notion Dark Mode
Notion Daily Planner For Individuals and Microbusinesses
Finding an effective daily planner to manage your daily and weekly tasks can feel like an endless search.
My Notion daily planner encompasses two essential templates with two view types (Kanban and Table), enabling you to easily manage your daily tasks and keep track of your progress.
Like my other comprehensive Notion templates, this daily planner is user-friendly, intuitive, and fully customizable, ensuring it caters to everyone.
Think of this template as your personalized digital to-do list, keeping you on top of your daily tasks!
My Final Thoughts
And that wraps up this quick Notion Finance Tracker article!
In addition to giving you the low down on the Notion Finance tracker templates, I’ve also included four of my own Notion templates for you to explore.
Whether you need a content calendar, social media planner, CRM and project management tool, local business checklist, daily planner, or all of the above, I’ve got you covered!
All the templates mentioned are fully customizable, serving as an excellent starting point to help you and your team thrive online.
I hope you found value in this Notion Finance Tracker article and, with the help of Notion, effectively manage and track your finances!
If you get the chance to use any of these templates, I would love to hear your thoughts and experiences.
Please leave a comment to share your feedback!
