Personal Finance Tracker

To celebrate my first template: the first 25 templates are for free if you want!

Get a grip on your financial situation

The first step towards reaching financial freedom is getting an overview of your financial situation. Juggling with different accounts, one-time and recurring expenses, subscriptions, debts,... can make this first step feel like a full-time job. The Personal Finance Tracker can turn this daunting task into a small and easy habit. After setting up the system, you can log incomes and expenses with the click of a button. Recurring incomes or expenses are automated, and before you know it you'll see your progress towards your financial goals.

What this template offers you:

Account balances

Track all your different accounts in one place. Check their balances, as well as the money on this account that you plan on using for a certain goal. Transfers between your own accounts accounts are also possible.

Income & Expense tracking

Track all your Incomes and Expenses with the click of a button. A dedicated Entries page is present to make this process as quick and easy as possible. Recurring incomes or expenses can even be automated so you only need to track them once!

Set Budgets

After tracking your Expenses in certain categories for a while, you'll probably want to create budgets for these categories. In this template, you can easily create, track, and adjust all monthly budgets for different categories of expenses.

Debt Tracker

Track all your debts, including interest, and loan payments. Don't worry, this is not something that you'll constantly be reminded of, but it is important to keep an overview of them!

Subscription tracker

Track all your subscriptions in one place. Get an overview of weekly/monthly/quarterly or yearly subscriptions, track the dates when you'll pay for them, and automatically log their expenses.

Track your Financial goals

Keep your focus on your financial goals! Set goals for yourself, set aside money for these goals and track your progress in achieving them.

Keep an overview of Due Dates of Bills

Never miss the due date of a bill ever again! You can easily add new bills and their due dates to your system and see upcoming due dates in your dashboard.

Make Monthly and Yearly Reports

Easily make monthly or yearly reports to see what months were more expensive.

Bonus feature: Manage all your Loyalty Cards

Put all your loyalty cards in one place! Add a picture of the barcode/QR code to the database and be able to access all your loyalty cards from one place on your phone!

Instructions included

This template is a big system, which can feel a bit overwhelming to set up. The whole process on how to set up the template and how to use it is documented in video's and in text with images to make this a very simple task. The instructions even include a detailed overview of all databases and their properties if you'd want to adjust the template to your own liking.

Get a grip on your financial situation in no time

Make staying in control of your finances an easy and small habit

FAQ:

Can I use a different type of currency?

Yes of course! The templates are pre-made for € and $, but the instructions contain a section on how you can change the template to your desired currency.

What is Notion and do I need to pay for it?

Notion is a database and notetaking workspace that is available on all platforms. Notion offers a free plan with no strings attached, and this template fully works with this free plan.

How will I get this template?

After purchasing the template, you'll get a link to the template where you can then duplicate this into your own Notion workspace.

Do you offer an affiliate program?

Yes! Please fill out this Typeform and we can discuss this further.