Notion Template · Finance

Your Money.
Finally Under Control.

The complete Notion system for tracking budgets, investments, net worth, subscriptions, and financial goals — all in one beautiful workspace.

Budget Tracker Net Worth Dashboard Investment Log Subscription Manager
💰 Finance OS
💰 Finance OS
Net Worth Overview
$48.2k
Net Worth
$3,840
Monthly Income
$2,210
Total Spent
$1,630
Saved This Mo.
Budget Breakdown
🏠 Housing
$1,100 / $1,400
🍔 Food
$275 / $500
🚗 Transport
$120 / $300
📱 Subscriptions
$93 / $150
Savings Trend (6 months)
Nov
Dec
Jan
Feb
Mar
Apr
What You Get

Everything You Need to Win With Money

📊
Net Worth Dashboard

Track assets, liabilities, and net worth month-by-month with automatic calculations. Watch your number grow.

💳
Monthly Budget Tracker

Category-by-category budget with progress bars. Know exactly where every dollar goes before the month ends.

📈
Investment Portfolio Log

Track stocks, ETFs, crypto, and real estate. Log cost basis, current value, and performance by asset.

📱
Subscription Killer

Every subscription in one view — cost, renewal date, category. Most users cut $40–$120/month after setting this up.

🎯
Financial Goals Tracker

Emergency fund, house down payment, FIRE target — set goals, track contributions, see your timeline.

🧾
Expense Database

Log every transaction with category, merchant, and notes. Filter and analyze spending patterns over time.

What's Inside

📊
Net Worth Tracker
Monthly snapshots + trend chart
💳
Budget Planner
Income, fixed, variable, savings
🧾
Expense Log Database
Filterable, categorized, searchable
📈
Investment Portfolio
Stocks, ETFs, crypto, real estate
📱
Subscription Manager
30+ pre-loaded services
🎯
Goals Dashboard
Target, progress, timeline
💰
Savings Rate Calculator
Auto-calculates from income + expenses
📅
Bill Calendar
Never miss a payment again

Perfect For

🎓
Recent Grads
💼
Young Professionals
💑
Couples
🏡
New Homeowners

What Customers Are Saying

★★★★★

"Found $200/month in forgotten subscriptions on day one. This template paid for itself 10× before I even finished setting it up."

M
Mia R.
Verified Buyer
★★★★★

"I've tried YNAB, Mint, every app. None stuck. This sticks because I built it my way inside Notion I already use every day."

A
Alex T.
Verified Buyer
★★★★★

"My wife and I finally get on the same page about money. We do a 20-min monthly review together. Best $19 we've spent."

D
Daniel K.
Verified Buyer

Take Control of Your
Financial Life

One template. One workspace. Total clarity on your money — starting today.

$19one-time · instant access

Get Finance OS →

Instant Notion duplicate · Works on free plan · Lifetime updates