Notion Budget Template: Budget & Finance Tracker

A one-page PDF with a Duplicate button that copies the template into your own Notion workspace. Keep the PDF: you can duplicate a fresh copy any time. It's a digital product, so nothing is shipped.

Yes. It's built with standard Notion pages, databases, views and formulas, so a free Notion account is all you need. You don't need a paid plan or any add-ons.

Any. Amounts are plain numbers. To show a symbol, click a number column's header, choose Edit property, then Number format, and pick your currency. The dashboard lists every number column to change.

No. You log transactions yourself, as they happen or in five minutes once a week, so no bank login is shared with anyone. Amounts are always positive: the type (Income or Expense) decides which way the money goes.

Yes. Rename the sample categories, add your own and give each one a monthly budget; for income categories, enter what you expect to receive. You can rename any property too. Just keep the group names Income and Savings and the type Income as they are, because the formulas check for them.

Yes. Once it's in your workspace, it works in Notion on desktop, the web, iPhone, iPad and Android. Duplicating is quickest on a computer, and wide table views are easiest to read on a bigger screen.

Yes, for your own business. You can use the template for yourself, your household or your own business, and duplicate it as often as you like. Please don't share or resell the template or its link.

Gumroad handles the checkout, your receipt and the download. If the Duplicate link doesn't work or something isn't right, reply to your Gumroad receipt email and we'll help. Questions about refunds go the same way.