Finance Tracker | Income and Expense Tracker | Notion Template

Manage And Track Your Finances in one Central Place

If you want to Simplify Your Finances Use this Personal Finance Tracker Notion Template.

→ This Personal Finance Tracker Notion Template is designed to help you easily track your income, expenses, balance and much more!

→ With this template, you can keep a tab on your spending habits and ensure that you're always staying within your budget!

What's included?

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

Structured Database: the dedicated database structure for each year,  from 2024, to 2029.

Tutorial Guide: This comprehensive step-by-step tutorial guide, serves as your roadmap to getting the most out of your personal finance tracker. We highly recommend familiarizing yourself with this "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).

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

📅→ (YoY) Year over year tracker - monitor all of your income, expenses and balance, year over year to compare previous year data with current year data.

Reports:

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

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

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

📊 - Yearly report - to see an overview of how much you spent / made each month of the year

📅 - (YoY) Year over year report - to see an overview of how much you spent / made year over year to compare and analyze the trends.

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 Personal 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 customizations as needed to fit your requirements.

How to use the template? 👆

A tutorial guide with and step by step instructions on how to use the template is included within this template, and you can access it, once you purchase the template.

How to add and delete Income Source? 👇

In the above👆 quick notion tutorial, I’m going to show you how to add and delete an income source entry, in the income database of our personal finance tracker, notion template.

How to add and delete Expenses? 👇

In the above👆 quick notion tutorial, I’m going to show you how to add and delete an expense entry, in the expenses database of our personal finance tracker, notion template.

How to Filter Data in this Notion Templates? 👇

In the above👆 quick notion tutorial, I’m going to show you how to use data filter option in Notion database, of our personal finance tracker, notion template.

How to change currency in Notion? 👇

In the above👆 quick notion tutorial, I’m going to show you how to change currency in the notion database, of our personal finance tracker, notion template.

(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.

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 creativecashflowcare@gmail.com - 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.

✅ This template works from 2024 to 2029, a six (6) year date range. Select your starting month and year and populate the template with your data.

⚠️ 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