income expense tracker monthly budget layout notion template

🚀 Stay on top of your finances with this clean and minimal Income & Expense Tracker + Monthly Budget Layout Notion Template.

Designed to make budgeting simple, this template helps you record income, track expenses, and plan a realistic monthly budget — all in one organized dashboard.

Whether you're a student, freelancer, creator, or small business owner, this template gives you complete control over your money. Easily track what you earn, where you spend, and how much you save every month.

Core Benefits:

• Income & Expense Tracker (monthly, yearly)
• Monthly Budget Layout with planned vs. actual tracking
• Monthly total Income, expenses & savings automatic calculation overview
• Clean, distraction-free layout
• Fully customizable template

Perfect for anyone building strong financial habits or managing multiple income streams.

💡 Key Features:

✔ Smart Monthly & Yearly Dashboard
Get a clear overview of your income, expenses, and savings — all in one screen.

✔ Planned vs. Actual Spending
Set your monthly budget goals and track how you actually spend. Identify overspending instantly.

✔ Income Tracker (Multiple Streams)
Perfect for students, freelancers & creators with side hustles. Track every income from:
– Salary
– Freelancing
– POD earnings
– Etsy / Shopify
– YouTube / Ad revenue
– Any other source

✔ Expense Tracker (Daily to Monthly)
Log each expense with date, and compare it with planned budget. Automatically grouped for monthly & yearly summaries.

✔ Monthly & Yearly Summary Insights
See total income, total expenses, savings, and budget vs actual spending breakdowns.

✔ Savings & Goals Tracking
Track how much you’re saving every month and stay aligned with your financial goals.

🚀 Manage your finances in one simple system with our Income & Expense Tracker + Monthly Budget Layout Notion Template.

This template is designed for users who want clarity, structure, and control over their monthly financial habits — without the overwhelm of complicated spreadsheets.

💰 A Complete Income & Expense Tracker

Track all your earnings and expenses in one place. Whether it's salary, freelancing, digital product sales, or side-hustle revenue, the template helps you log everything effortlessly. Each transaction automatically rolls up into your monthly & yearly analytics summary for quick insights.

📅 A Simple & Effective Monthly Budget Template

Plan your month, set budget targets, and compare your planned vs. actual spending. This monthly budget template helps you stay accountable, avoid overspending, and build consistent money habits.

📊 Smart Insights & Monthly Breakdown

The dashboard gives you:

• Total monthly income
• Total monthly expenses
• Total Monthly Savings
• Total Savings percentage %
• Budget VS Actual Spending
• Total Yearly Analytics
• progress bars and chart

Everything calculates & updates automatically, just enter income, expenses and budget.

🎯 Made for Real-Life Money Management

Ideal for:

• Students & professionals
• Freelancers & creators
• Small business owners
• Anyone who wants an easy monthly budgeting system

✨ Why This Template Works

• Minimal design = less clutter
• Beginner-friendly = no finance experience needed
• Fully flexible = customizable layouts
• Works on desktop, tablet, and mobile

If you want a clean, reliable, and easy-to-maintain income & expense tracker paired with a powerful monthly budget template, this Notion system is the perfect fit.

If you prefer google sheets to manage your finances👇

What's included?

Dashboard: Simple navigation that provides quick access to all the essential data within the template.

Tutorial Guide: A step-by-step tutorial guide, serves as your roadmap to getting the most out of your finance tracker. We highly recommend familiarizing yourself with the "Tutorial Guide", before diving into the customization of your notion template.

Trackers:

💰→  Income tracker - monitor all of your income sources, (Simple Income Recording: Easily record your income sources and keep a comprehensive overview of your income streams).

👣→ Expenses tracker - monitor all of your expenses, (Simple Expense Recording: Effortlessly record your expenses and keep a comprehensive overview of your spending habits).

📊 → Monthly Analytics - monitor all of your savings, (Simple Balance Overview Report: Effortlessly keep track of your monthly savings).

📅→ Yearly Analytics - monitor all of your income, expenses and savings, over the period of the entire year.

Reports:

💰 - Income report - to see your total income each month.

👣 - Expense report - to see your total expenses each month.

📊 - Monthly report - to see an overview of how much you spent / made each month.

📅 - Yearly report - to see an overview of how much you spent / made each in a year.

This template is designed to be intuitive and user-friendly, allowing you to focus on what matters the most. Start tracking your finances today and gain control over your financial journey with our Finance Tracker Notion Template!🚀

How does this work?

• After purchasing the template, you will be redirected to Notion.
• Click on the "Duplicate" button located in the top right corner. This will duplicate the template to your Notion workspace.

Congratulations! You can now start using the template and make all the customization's as needed to fit your requirements.

(Please Note) You Will Need :

• - A device to access Notion (e.g. desktop, laptop, smartphone, tablet)
• - A Notion account (signing up for a personal plan is free!)
• - Basic understanding of how Notion works
• - The template is optimized for desktop or laptop use and may vary in appearance on smaller devices. However the functionality remains consistent across all devices.
• - This template is exclusively compatible with the Notion App or Notion Website. It won't function on any other applications.
• - Please note, that this is a digital download and no physical items will be shipped.
• - All materials are intended for personal use only. Reproduction, distribution, selling or any other form of unauthorized use is strictly prohibited.

🚀 Other Resources We Offer

FAQs

• Does this work on the free version of Notion? Yes, you can definitely use this template on Notion's free personal plan.
• Can I customize the template? Yes, you can freely make edits to the template to suit your lifestyle needs!
• Are there instructions on how to use the template? Yes,Your purchase also includes a tutorial guide that comes with detailed instructions to eliminate the guesswork!
• What will happen after I purchase? Once you've completed your purchase, you will gain instant access to the Notion template. From there, you can duplicate the template into your own Notion account.
• What are the terms of use of the templates? All designs, templates, guides, and content are for your own personal use only. No part of it can be distributed, sold, reproduced, or used in any form without the written permission of the author. I've poured so much time and effort into making these templates for you! I highly appreciate your support! Thank you!
• Do you have a refund policy? No. Because this digital offering is a non-refundable digital product. And due to the digital nature of this product, all sales are final and no refunds will be provided. 
• Remember- This is a digital download. No physical items will be sent after purchase.
• Can I duplicate this template to share with my team/friends? No, this template is for individual use only. As a solopreneur & small business owner, I've put a lot of time and effort into creating this template, and I truly appreciate your support. And in order to maintain the integrity of my work, I kindly request you, that you do not share this template and all other material outside of your personal workspace. Thank you for understanding.
• Got more Questions, suggestions or feedback? Send your questions at info@creativecashflow.club - we're more than happy to answer!

---Things to Note:---

❌ This template is designed for Notion only.  (will not work anywhere else).

❌ By obtaining the product, you agree to use it for personal use only, and not to share or distribute the content. All materials are for personal use only. No part of it can be distributed, shared, sold, reproduced, or used in any form without prior written permission from the author.

⚠️ DISCLAIMERS

• This product is an instant digital download file, no physical product will be shipped to you. Due to the digital nature of this product, all sales are final and no refunds will be provided.
• Please note that colors may appear differently on different screens and devices, including computer monitors, smartphones, and tablets.
• The information provided is for general knowledge only, not financial advice. Consult with a qualified professional before making any financial decisions. You bear all the risk. We are not liable for any losses or damages arising from your use of this information or template.

© Creative Cashflow — All Rights Reserved