Personal Budget Tracker
See where your money goes, stick to your budgets, and grow your savings — all in Notion.
- Quick income, expense and transfer log
- Monthly budgets by category with % used
- Savings goals with target and progress
- Automatic monthly totals and savings rate
- Recurring bills and paid checkboxes
- Works on desktop and mobile, free Notion plan included
- Instant access — duplicate and start in 5 minutes
Works on Notion's free plan. Duplicate it once and it's yours to keep and edit.
What's inside
Knowing where your money goes is the first step to keeping more of it. The Personal Budget Tracker gives you a simple, calm system in Notion to log your spending, set budgets and grow your savings — without complicated spreadsheets.
Add a transaction in seconds with its amount, category, date and type: income, expense or transfer. Everything rolls up automatically into monthly totals, so you always know how much came in, how much went out and what's left.
Set a budget for each category — housing, groceries, transport, leisure, bills — and see how much of it you've used. When a category gets close to its limit, you'll know before the month is over, not after.
Create savings goals with a target and a deadline, from an emergency fund to your next trip, and watch the progress bars fill up. The monthly review shows your income, spending, savings and savings rate, so you can see real progress over time.
Works on desktop and mobile, on any Notion plan including the free one. Duplicate the template, set your categories, and log your first transaction in minutes.
A look at every screen
Every income and expense in one database, with category, date and paid status.
Each goal with a target, a deadline and a progress bar that updates as you save.
Spent vs. budget for every category, plus income, savings and savings rate for the month.
Get the Personal Budget Tracker
Pay once, duplicate to your Notion, and start working today.