Personal Budget Planner – Notion Template

Take full control of your finances with this all-in-one Personal Budget & Finance Tracker for Notion. Designed to simplify money management, this template helps you track expenses, monitor income, pay bills on time, reduce debt, and grow your savings—all in one beautifully organized hub.

Whether you’re budgeting month-to-month, working toward financial goals, or just want to know exactly where your money goes, this template makes it easy.

✨ Key Features & Sections

🏠 Finance Dashboard (Homepage)

• Central dashboard to access all your financial tools.
• Clear overview of income, expenses, savings, and debts in one place.
• Motivational design to keep you on track with your money goals.

📅 Monthly Overviews & Budgets

• Create a personalized budget for each month.
• Compare planned vs. actual spending.
• Visualize cash flow to stay in control of your financial habits.

💳 Expense Tracker

• Log daily and monthly expenses with categories.
• Spot overspending patterns and cut unnecessary costs.
• Easily filter by date, category, or amount.

💰 Income Tracker

• Track multiple income streams (salary, freelance, side hustle).
• See total monthly income at a glance.
• Link income directly to budgets and goals.

🏦 Savings Tracker Dashboard

• Set savings goals and track your progress visually.
• Log contributions and watch your savings grow month by month.
• Perfect for emergency funds, vacations, or big purchases.

📉 Debt Tracker Dashboard

• Manage and monitor all debts in one place.
• Track balances, due dates, and payoff progress.
• Stay motivated with a visual progress bar as you pay down debt.

📑 Bills Tracker

• Record recurring bills and due dates.
• Never miss a payment with clear reminders.
• Reduce late fees and stay financially organized.

🌱 Why You’ll Love This Template

• All-in-One Finance Hub: No need to build complicated spreadsheets or pages—everything is ready for you.
• Clarity & Control: Know exactly where your money goes each month.
• Goal-Oriented: Stay motivated to hit savings goals and reduce debt.
• Customizable & Flexible: Adapt categories and dashboards to fit your unique financial life.
• Minimal & Beautiful Design: Clean layouts designed for ease of use and focus.

💾 What You’ll Receive:

• Fully functional Notion template ready to duplicate.
• Pre-built dashboards for budgets, expenses, income, savings, debts, and bills.
• Step-by-step structure designed to make financial tracking easy.

HOW DO I GET ACCESS TO THE TEMPLATE?

Upon purchase, you will receive an immediate download of a PDF with instructions and a link to the template which you can easily duplicate into your own Notion account.

*PLEASE NOTE*

No physical item will be shipped to you, you'll be receiving a digital file only.

All digital files are FINAL SALE only. No refunds.

This template and all its materials are for personal use only. No part of it can be distributed, sold, reproduced, or used in any form without the written permission of the author.