The 21 Best Notion Finance Templates & Trackers for 2023

Aug 20, 2023

In the era of digitization, managing finances can be made significantly easier with the right tools. One such tool is Notion, a versatile and efficient platform offering an array of finance templates to streamline your financial management. This article will introduce you to the 21 best Notion finance templates and trackers for 2023.

Table of Contents

  1. Introduction to Notion

  2. How to Utilize Notion Templates

  3. Top 9 Paid Notion Finance Templates

  4. Top 5 Free Notion Finance Templates

  5. Top 3 Aesthetic Notion Finance Templates

  6. Top 4 Notion Finance Trackers

  7. Why Choose Notion for Financial Management?

  8. How to Customize Notion Finance Templates

  9. FAQs

  10. Conclusion

Introduction to Notion

Notion is a unique project management tool that promotes collaboration and integrates with numerous technologies to boost productivity in every aspect of business and daily life. Notion eliminates the need for multiple project management software and allows customization of your interface to suit your business's preferences.

How to Utilize Notion Templates

One of Notion's main features is a fully customizable interface. You can design your display from scratch, incorporating only the features your team needs. Notion hosts a plethora of ready-to-use templates online for free, providing easy access and inspiration to create your own display pages.

Here's a step-by-step guide on how to work with Notion templates:

  1. Click on the public template link you wish to use.

  2. Hit the 'Duplicate' button (located at the top right of the screen).

  3. Follow the prompt to log into your Notion account, if you aren't already logged in.

  4. The template is now added to your workspace. Simply change the field names and update details to match your business needs.

Top 9 Paid Notion Finance Templates

The following are nine of the best paid Notion finance templates:

1. Notion Ultimate Finance Tracker

This template provides a comprehensive view of your finances. It features a dashboard, income tracker, expenses tracker, and more than 13 Notion templates to aid in managing your finances. The template can be found here.

2. Notion Money Jars System

The Notion Money Jars System offers clarity on managing your money. It includes features such as a guide and documentation to the Money Jar System, tracking money in and out (with charts), jar balances, and more. The template can be found here.

3. Notion Finance Templates

The Notion Financial Mastery template is a simple yet effective Notion template that helps you have a unified way to track your income, separate your business from your personal expenses, and create categories for grouping. The template can be found here.

4. Notion Money Caretaker

This template helps you make conscious finance choices by helping you set a budget system each month and returns feedback on your expense summary. It can be found here.

5. 70/20/10 Notion Budget Templates

This template offers a straightforward financial planning system for those who want a simple way to plan and keep track of their budget and finances. The template can be found here.

6. 50/30/20 Notion Budget Templates

This template is perfect for individuals seeking a simple approach to organizing and monitoring their budgets and finances. It can be found here.

7. Savings - Notion Finance Tracker

This template helps you gain control over your financial situation by tracking your cash flow and comparing it to your savings objectives. The template can be found here.

8. Notion Finance & Budget Template

This template helps you manage and control where your money goes. It features an easy-to-use interface, income and expenses tracker, budget status tracker, and more. The template can be found here.

9. Aesthetic Notion Budget Template

This template helps you manage and control where your money goes. It features a fully automated Notion budget and finance planner. The template can be found here.

Top 5 Free Notion Finance Templates

Here are five of the best free Notion finance templates:

1. Free Notion Finance Template

This free Notion template for finance tracking helps you monitor your income and expenses and learn from automatic summaries. The template can be found here.

2. Free Notion Subscription Tracker

This template helps you list your active subscriptions and cancel the ones you don't need on time. The template can be found here.

3. Free Notion Budgeting Template

The template offers a comprehensive view of your income and expenses, allowing you to plan your budget accordingly. The template can be found here.

4. Free Notion Personal Budget Template

This template helps individuals keep track of their personal finances and manage their monthly budgets. The template can be found here.

5. Free Notion Project Budget Template

The template helps project managers monitor the budget of their projects and control costs effectively. The template can be found here.

Top 3 Aesthetic Notion Finance Templates

Here are three of the best aesthetic Notion finance templates:

1. Aesthetic Notion Budget Template

This template offers a comprehensive view of your finances with appealing visuals. It features an account balances tracker, budget tracker, savings and investments tracker, and more. The template can be found here.

2. Notion Personal Finance Dashboard

This dashboard is filled with beautiful visuals and has 10+ pre-built templates and tools to make finances fun. The template can be found here.

3. Notion Spending Tracker (Simple and Aesthetic)

This free Notion finance tracker is available in both aesthetic and minimalist designs. The template can be found here.

Why Choose Notion for Financial Management?

Notion offers a plethora of features that make it an ideal platform for financial management. Its customizable interface and vast template library mean that you can create a system that suits your specific needs. Whether you need to track expenses, monitor investments, or manage budgets, Notion's finance templates have got you covered.

How to Customize Notion Finance Templates

Customizing your Notion finance template is simple. You can add, delete, or modify the fields according to your requirements. Once you have duplicated the template to your workspace, you can change the field names and update details to match your business needs. This allows you to tailor the template to fit your financial management style.

FAQs

  1. What is Notion? Notion is a versatile project management tool that promotes collaboration and integrates with numerous technologies to boost productivity in every aspect of business and daily life.

  2. Why should I use Notion for financial management? Notion offers a plethora of features that make it an ideal platform for financial management. Its customizable interface and vast template library mean that you can create a system that suits your specific needs.

  3. How can I customize Notion finance templates? Customizing your Notion finance template is simple. You can add, delete, or modify the fields according to your requirements.

  4. Where can I find Notion finance templates? Notion hosts a plethora of ready-to-use templates online for free. You can also purchase premium templates from various sources.

Conclusion

Notion finance templates offer a streamlined and efficient way of managing your finances. Whether you're an individual tracking personal finances, a small business owner keeping tabs on expenses, or a project manager controlling project costs, Notion has a template for you. With its customizable interface and vast template library, managing finances has never been easier. Download a Notion finance template today and take the first step towards smarter financial management.

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