Notion Template

Simple Budget Tracker

Take control of your money — without spreadsheets or complicated apps. Track income, expenses, and savings in one clean Notion dashboard.

Why you’ll love it

Quick setup

Start in minutes. No steep learning curve, no fragile formulas to maintain.

Clarity at a glance

Monthly + yearly views keep the big picture and daily details in sync.

Planned vs. actual

Compare your budget with real spending so you can adjust with confidence.

Built for real life

Who it’s for

  • Individuals who want a simple, visual way to track spending.
  • Freelancers & small business owners needing a lightweight budget.
  • Anyone tired of clunky spreadsheets and subscription apps.

What’s inside

  • Monthly Budget Dashboard — Track income & expenses by category.
  • Savings Goals — Watch progress toward targets in real time.
  • Yearly Overview — See trends and totals at a glance.
  • Minimalist Design — Clean structure that’s easy to customize.

Works with the free Notion plan. One-click duplicate to your workspace.

FAQ

Can I customize categories?
Yes. Rename, add, or remove categories to match your spending style.
Is this for business or personal budgets?
Both. Keep it personal or adapt it for a solo business—no extra setup required.
Do I need a paid Notion plan?
No. It works on the free plan and duplicates to your workspace with one click.

Ready to make your money simple?

Join others who’ve swapped messy spreadsheets for a calmer money system.

Get the Template on Gumroad