Ultimate Finance Tracker & Goal Planner

Personal Finance, Budgets

Take control of your finances with our comprehensive Finance Tracker template

Are you struggling to keep track of your monthly spending and income?

This template is your all-in-one solution for effective financial management. It covers income, expenses, accounts, transfers, subscriptions, and goals, giving you a clear overview of your finances and empowering you to make informed financial decisions.

Easy Financial Tracking & Reporting

This template incorporates a comprehensive financial management system, enabling you to monitor your monthly, quarterly, and yearly income and expenses. In addition, it automatically generates reports, providing a real-time snapshot of your financial health. From managing subscriptions and accounts to budgets and more, this one-time purchase offers you a lifetime of financial control.

Financial Tracking

Comprehensive Financial Overview

With just a few clicks, you can get a complete financial overview. Input your income and expenses, and our system will take care of the rest. We've designed this template to be user-friendly and uncomplicated, making it straightforward to manage your finances.

Smart Money Management with Goal and Savings Tracking

Our template empowers you to manage your finances smarter. Create budgets, set savings goals, and visualize your money's movement each month – all of which will enable you to make intelligent decisions about your spending and savings.

Smart Money

Automated Subscription Management

includes a robust subscription management system. It is designed to automatically update the cost of your subscriptions as soon as you input your expenses.

This automatic feature eliminates the need for manual updates, saving you time and ensuring you have the most accurate financial data at your fingertips.

  • Automated Cost, Due Date, and Renewal Updates: As soon as you enter your expense related to a subscription, the system will automatically update the Cost, Due Date, and Renewal of that subscription in the tracker. This ensures your records are always up-to-date.
  • Expense Integration: The subscription tracker is fully integrated with the expense tracking system. This means when you add a subscription expense, it will reflect in your overall expense record.

This automated subscription tracking feature is part of our commitment to making financial management as effortless as possible. With our Notion template, you'll always have a clear and accurate picture of your subscription expenses.

Visually Pleasing & Consistent Design

The Ultimate Finance Tracker & Goal Planner Notion Template is designed to be visually pleasing and consistent. Each section has its own visual style while maintaining a unified and clean structure, making it a pleasure to use every day.

User-Friendly for Notion Newbies

Even if you're new to Notion, our template is easy to navigate. It comes with clear instructions on how to get started, complete with examples to make the process more intuitive.

What you’ll get:

  • Comprehensive Finance Dashboard
  • Account/Wallet Manager (06 pre-built wallet)
  • Income Tracker
  • Expenses Tracker
  • Finances Categories (09 pre-built spending categories)
  • Subscriptions Tracker
  • Budget Planner
  • Seamless Transfers Tracker
  • Goal Planner
  • Reports
  • Detailed onboarding Guide and instructions

With our Notion template, you can take full control of your finances and make smarter money decisions

Versatile Design: Dark & Light Figma Assets

Enhance your Notion templates with our carefully selected Figma assets. These consist of just images and icons, meticulously chosen to fit the right color and size for your digital workspace. It's a simple, yet impactful way to customize your Notion templates.

Enhance your Notion


1. What is Notion?

Notion is an all-in-one workspace that allows you to take notes, add tasks, manage projects, and get organized. Whether you're writing or planning, Notion has a versatile design for getting things done.

2. What is a Notion template?

Notion templates are pre-built Notion components that can be imported into your Notion workspace and are a great way to boost your productivity in Notion.

3. How I will receive a template?

After purchase, you'll receive a link to duplicate the Notion template to your workspace.

4. Will I need to pay to use Notion?

No, Notion does offer a free plan with no strings attached.

  1. Can I share this template?

This Notion template comes with a personal license for individual use. Please do not share it with other individuals.


  • Button/Database Automation
  • Quick & Easy Setup
  • Lifetime updates
  • Goal Planner
  • Monthly Budgets
  • Income & Expense Tracking
  • Recurring Subscriptions

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