Smart Finance Tracker | Notion Template

Manage Income & Expenses Effortlessly

Take control of your finances with a template designed to make tracking income and expenses effortless and insightful.

Whether you’re a student on a budget, or a professional organizing monthly expenses, this template provides all the tools you need to understand, manage, and improve your financial health.

Features & Benefits

Income Tracking with Source of Income

• Gain clarity on all your earnings with easy-to-use income tracking fields.
• Each entry includes the source of income, allowing you to identify which streams contribute the most, helping you plan and grow your finances more effectively.
• Keep a precise record of all incoming funds, whether it’s from a salary, side hustle, or investment.

Expense Tracking with Necessity and Category

• Avoid overspending by categorizing your expenses and marking each as a 'necessity' or 'optional'.
• This system helps you differentiate between essential and non-essential expenses, guiding better budgeting decisions each month.
• With categories for each expense, you can easily track spending patterns and find areas to save without sacrificing your lifestyle.

Two Modes for Every Style

• Minimalist Mode: A clean, distraction-free look using Notion icons—perfect for those who prefer simplicity and focus.
• Aesthetic Mode: A uniquely designed experience with custom icons, adding a personalized, engaging style that makes finance tracking enjoyable.

Who is This Template For?

• Students & Budgeters
  Manage every dollar you earn and spend with precision. This template’s expense tracking feature helps identify unnecessary costs, empowering you to stay within budget while focusing on essentials.
• Professionals & Families
  Keep a well-organized record of household income and spending. Track bills, categorize family expenses, and stay prepared for monthly budgeting, saving time and minimizing stress.

FAQs

What is Notion?

• Notion is an all-in-one workspace that allows you to organize your notes, tasks, projects, and databases in a flexible, easy-to-use interface. It's perfect for personal productivity, team collaboration, and managing projects efficiently.

How do I download the template?

• Once you complete your purchase, you'll receive an email with a download link. Simply click the link to duplicate the template to your Notion workspace. If you encounter any issues, feel free to reach out!

Do you offer refunds?

• We handle refunds on a case-by-case basis. If the template doesn’t meet your expectations or you experience any issues, please contact me within 14 days of purchase.

I can't afford it!

• I understand! Reach out via email or social media, and we’ll see what we can do. I believe in making templates accessible and I am open to finding a solution that works for both of us.

Who am I?

• I'm Dims, a UX Designer, Creator and Notion Partner simplifying Notion for beginners and help (non-)tech savvy be organized & creative.

Don't have a Notion account?

• It's totally Free! You can register here to create an account. By signing up with my link, you also help support me and my content!

Still have questions?

• Feel free to contact me at contact.dims@proton.me, or reach out on Instagram where I usually respond within a few hours.

If you liked this template, please don't forget to leave a ⭐⭐⭐⭐⭐ rating 😊