Top 10 Free Financial Goals Templates in Notion

A Notion dashboard to track your transactions, and how much you spent each day.

You can enter as many transactions as you want. These are divided into income and expenses. For each you can select the account and category.

This 'How to Budget' template is a handy financial companion that can be used by anyone looking to gain better control over their money. Divided into four key sections: Monthly Income, Fixed Expenses, Variable Expenses, and Savings & Investment, it's your go-to guide for tracking goals, managing expenses and income, and even noting down future financial aspirations.

Gain financial clarity and control over your finance, plan your monthly budget and allocate funds wisely, and save time using our automatic updates of your remaining budget.

With the increasing number of subscription services for work and life, it can be easy to forget what you signed up for and lose track of your recurring payments.

A simple and intuitive finance tracker built within Notion, the all-in-one productivity tool. Designed to seamlessly integrate with your existing Notion workspace, it empowers you to manage your personal finances with ease and efficiency.

The finance tracker simplifies your financial management by combining the power of Notion's organization and collaboration features with a minimalist and user-friendly interface. Take control of your finances, make informed decisions, and achieve your financial goals with the Notion Finance Tracker.

Transform your financial management using Notion's Personal Finance Tracker template, empowered by Database Automations. Whenever you input new income or expenses, the system automatically updates the date, helping you maintain an accurate financial journal. The template even nudges you to set aside money for tax on relevant income streams. Track your personal finances with Notion to make better-informed decisions.

Cashflow Template helps individuals to keep track of their budget. With a simple glance, it is visible how much money is going where and how much is still left at the of the month. All a person has to do is input their salary as well as the spendings they have a usual month.

A straightforward financial planning system for those who just want an easy way to plan and keep track of their budget and finances. In the 50/30/20 budget system, 50% of your income is allocated to needs, 30% to wants, and 20% to savings or paying off debt.

For anyone who wants to start their journey on becoming financial responsible, this template helps you track your expense on a daily, weekly, monthly and yearly basis and stick with your budget. This template is super simple to use. There are buttons for shortcut whenever you want to add an expense.

NoFi is an elegant yet powerful personal finance template. It integrates with Plaid to sync your financial accounts in real-time with your Notion workspace. No need for manual data entry! With NoFi you can categorize transactions, view your account balances, set a budget for the categories you care about, and view your top-level monthly cash-flow.