Notion · Personal finance
Starter Notion Personal Finances Template
Easily manage your personal finances with this Notion template. You can track your income, expenses, and investments all in one place.
Free. No email. Duplicates into your Notion workspace.
Starter personal finances
Home view
Sample data
What's inside
Tab by tab
What each tab does and where its data comes from
A home page, a budget view and your categories, on top of the databases Finta fills. Without Finta, type rows into Accounts and Transactions yourself.
- Home
- Links to every database in the template, plus the transactions that still need a category.
- Notion page
- Income and expenses
- Total income and total expenses by category, with budget, actuals and what is left for each.
- Notion views
- Categories
- Thirteen starter categories grouped as income, bills, lifestyle and goals. Set a budget on each, and rename or add your own.
- You enter
- Accounts
- Every account you connect, with its current balance.
- Finta · Accounts
- Transactions
- Every transaction with its account, amount, category, date and pending status.
- Finta · Transactions
- Holdings
- What each investment account holds and what it is worth.
- Finta · Holdings
- Investment Transactions
- Buys, sells and dividends from your brokerage accounts.
- Finta · Investment Transactions
Setup
Three steps to your first budget in Notion
Duplicate the template into your Notion workspace.
Set a monthly budget on each category, and rename or add categories you need.
Add your accounts and transactions, or connect Finta and pick this page.
Keep it updated automatically
Let Finta fill the databases
Connect your banks and brokerages, choose this page, and Finta writes accounts, transactions and investments into the template's databases. Your categories and budgets stay exactly as you set them.
Your bank connects through Finta to this page.
Tables to enable
- Accounts
- Transactions
- Holdings
- Investment Transactions
7-day free trial. No credit card required.
Free Notion template
Duplicate the template, then let the transactions fill in
The template is free. The Finta trial is 7 days, no credit card required.