Manage your entire financial life easily, all within one Notion OS. Track income and expenses, categorize them, add notes and receipts, create a budget and monitor everything in a single place.

“A Notion's powerful finance system featuring automated or manual CSV import, banks integration, smart iOS shortcuts from real receipts, 50/30/20 rule budgeting, recurring payment reminders, duplicate cleanup, account transfers, clear visual graphs and more…”

Why Notion?

Notion vs YNAB

• 💰 No Expensive Subscriptions
  Forget monthly payments. Pay once, use forever.
• 🧠 All-in-one Workspace
  Centralize your finances alongside goals, tasks, life planning, and more — all in Notion.
• 🔐 Private & Secure
  Your data stays in your Notion account.
• 🌐 Access Anywhere & Fully Customizable
  Syncs across all devices — desktop, tablet, or mobile.

Key Advantage Features

1. 50/30/20 Savings Rule
   Manage your budget with the 50/30/20 rule: 50% for needs, 30% for wants, 20% for savings. Get automatic budget updates to prevent overspending. Easily view the rule's graph monthly or yearly to optimize financial planning.
2. Advanced Automations - Auto Relations
   This is a rare feature that automatically adds month relations based on data properties instead of doing it manually.
3. Graph Insight
   Monthly and yearly insights on historical balances, incomes, and expenses, categorized by type, displayed by graph.
4. Banks Integration with Rows + Plaid
   Connect your banks through an easy setup within the template, using Rows and Plaid for seamless integration and synchronized transactions across your main database in Notion.
5. Categories Budget
   Set a budget for each category and monitor the available or remaining amounts.
6. Goals Tracker
   Stay in the loop with real-time updates, ensuring everyone is on the same page.
7. Mobile Friendly
   Optimize your workflows and save time with efficient and structured templates.
8. Shortcut IOS
   Quickly add new transactions on the go — scan a receipt or enter details manually with two ready-to-use shortcuts that connect seamlessly to your tracker.
9. Automate CSV
   Easily import transactions from your bank — just upload your CSV and watch your data sync instantly, thanks to the latest Notion automation features.
10. Notification Reminder
    Show notifications for recurring payments and subscriptions: appear, disappear, cancel, or mark as paid.
11. Subscription Tracker
    Stay on top of recurring expenses — manage all your subscriptions in one place, with due dates, costs, and renewal reminders at a glance.
12. Balance Transfers
    Move money between your accounts with ease — track internal transfers to keep your balances accurate and your records clear.
13. Duplicate Remover
    Keep your tracker clean and accurate — quickly spot and remove duplicate transactions with built-in Notion automation.

Why choose my template?

Competitive pricing with added value. Check the comparison table to see how our features stack up against the competition.

Who am I?

Hey there! I'm Sam, the creative mind behind Finance Tracker.
I’m an Italian graphic designer, and in my free time I enjoy building Notion systems that boost productivity and simplify life through intuitive, easy-to-use templates.


Refund Policy
Due to the nature of digital products, all sales are final. Once you gain access to the template, the product is considered “used” and cannot be returned, refunded, or exchanged.

PRO Users:
*Free Notion plans allow a maximum of one chart usage and do not include automations. Consider upgrading to a paid Notion plan to unlock the full potential of the template. (not affiliated)