Personal Finances Notion Template

A feature-filled, highly customizable template for managing all things personal finance.

• ⚖️ Updatable Account Balances
• 📑Transaction History
• 📅 Auto-Generated Monthly Summaries
• ✨ Budgeting + Categories
• 📁 Savings Buckets
• 🚗 Asset Value Tracking
• ✉️ Bill Reminders
• 💵 Next Paycheck Calendar
• 📈 Credit Score
• 💡 Date Last Updated

⚖️ Account Balances - Required

Table for tracking how much is in a banking account. Options for checking, savings, or credit card.

📑 Transaction History - Required

This table is where you will track any money moving in or out of your accounts: expenses, deposits, moving money into investments, etc.

📅 Monthly Summaries - Optional

Monthly summaries provide a quick view into what your spending habits looked like for a given month. Includes a section for income, expenses, saved, and invested (optional).

✨ Budgeting - Optional

Each transaction category has the option to add a budget. There are columns to show your monthly spending for a given category, an average amount spent per category, and if the projected budget is too high or low based on that average.

📁 Savings Buckets - Optional

A rollup table shows how much money you have in all of your savings accounts combined and allows you to divide that money, freely, between various savings goals (i.e. “buckets”). If you include a deadline on the goal, you can see how much you should save per paycheck in order to meet that goal by said deadline.

🚗 Asset Value Tracking - Optional

If you have accounts or assets that are not managed in this template, you have the option to manually input balances for those. For example, if you have a 401k, an HSA, or own a home, you can add it as an asset and manually input its value to be included in your portfolio.

There is the option to track an asset’s value over time and create custom periods (Ex: Q1, January, 2024, etc.) to see the asset’s highest and lowest values as well as the overall growth during that period.

✉️ Bill Reminders - Optional

A table for recurring bills tells you when to expect the next, based on a frequency of either Monthly or Annually. The table also includes an average cost for a given bill.

💵 Next Paycheck Calculator - Optional

Always know when you’re getting paid next with this feature. Set your paycheck frequency from a few select options and, using the date of your last paycheck, it will determine when you can expect your next.

📈 Credit Score Tracking - Optional

Keep track of your credit score over time with this database.

💡 Date Last Updated - Optional

To motivate you to keep your finances up-to-date, this table serves as a reminder to update your data.