Keeping track of your finances is extremely important in today’s economy, and Notion templates can make the process easier.
Whether you want to keep an eye on your expenses, plan your budget for the entire month, set some savings goals and strive to achieve them, or keep track of your investments; here are some free finance templates you can try.
1.Monthly Budget Planner
If you plan your monthly budget ahead of time, then the Monthly Budget Planner template can give you a helping hand. The template features an easy-to-use interface that lets you input your expected monthly income from different sources and set a budget for regular monthly expenses at the beginning of each month.
The budget you allocate for an expense gets deducted from your expected monthly income, and you can see exactly how much is left over for other expenses. You can then allocate the remaining budget more efficiently.
you’re able to track your spending throughout the month by adding it to the defined budget field. This will help you analyze how well you are sticking to your budget. If you spend more recklessly, the template will proactively suggest you act more sensibly.
Once you fill in the details, you’ll get a summary of your total income, total expenses, and how much you’ve been able to save for the month. On the template’s homepage, you’re able to see a summary for each month of the current year. This will assist you in controlling your yearly spending better to achieve your savings goals.
If your finances get out of control in the middle of the month, consider usingbudgeting apps to help you get back on track.
2.30 Days Saving Challenge Template
If you want to reach a monthly saving goal by setting aside a small amount of money each day from your daily expenses, then using the 30 Days Saving Challenge template will keep you on track. Using this one-page template, you can break down your monthly saving goal into 30 easy-to-save targets beforehand and continue to save throughout the month until you meet your goal.
Setting a daily savings target can help you reduce unnecessary expenses and contribute more to your savings. Upon saving money at the end of the day, you can check the box for the daily goal in the template. Having this little habit can significantly motivate you to achieve your next goal.
By default, the template sets a savings target of $1000 within 30 days. you may modify this template based on your saving goal by dividing the desired amount into manageable daily savings targets over 30 days. If you have a long-term savings goal that extends over an entire year, check out the52-week saving challenge tracker template.
3.Investment Portfolio Dashboard
The Investment Portfolio Dashboard template makes tracking your investments across multiple sectors a breeze. This template is divided into two sections: accounts and holdings. you may see where your money is invested in the accounts section and what assets you have invested in within the holdings section.
To keep track of your investments, you can enter the name of the company or exchange you’ve used, the type of investment, the invested balance, and the date you invested the money most recently. The template includes a field for entering the URL of the official website of the exchange, company, or service so that you can track the progress of your investment quickly.
In the holdings section, you can break down your sector investments into individual assets. For instance, if you have invested with a stock brokerage firm, you can list the companies you have invested in, the price at which you purchased shares, and the number of shares you have accumulated.
you’re able to then input the market value of the share or asset at the end of each trading cycle, whether it be a day, a week, or a month, and the template will tell you whether you’re in profit or loss. Understanding the performance of your portfolio can guide you in making informed investment decisions.
Like Notion, you can easily track your finances with Microsoft Excel. Check out thebest Excel templates to help you manage your income.
4.Subscription Tracker
The template lets you categorize your subscriptions, such as education, entertainment, and music, and then list down all your subscriptions for each group. You can also add the cost, the billing period, the date on which a subscription was renewed, and the next time it’s going to be renewed.
5.Finance Management Tracker
The Finance Management Tracker is an all-in-one template that lets you track your investments, review your progress on daily goals, plan your monthly budget, and enforce strict income rules to stay on budget. If you don’t want to use multiple templates, you can manage all of your finances with this simple template.
The income rule section lets you allocate your monthly income to your needs, wants, investments, savings, and more. You simply need to enter your salary and divide it up among the various expense categories Once you add this information, the template will tell you how much to spend on each section to manage your income effectively.
The investment tracker allows you to keep track of all investments you have made so far. The goals section allows you to set your goals and the budget you need to achieve them. Then, enter the amount you’ve saved, and the template will remind you how far you are from your goal. Likewise, you may plan your whole budget for the month in the budget section.
While ready-to-use Notion templates can help you organize your finances easily, you can alsocreate your personal budget trackerfrom scratch.
Master Your Finances With Notion’s Financial Tools
Keeping track of your budget is easy with Notion finance templates. We have compiled some of the best templates to plan your budget, track your investments, keep track of your goals, and avoid unnecessary subscription costs. Use them to keep track of your finances, and you’ll eventually be able to manage them more effectively.
