Personal Finance Tracker - Notion Template

About the Minimalist Version

This Personal Finance Tracker is the perfect tool to manage your income and expenses clearly, easily, and efficiently.

✔️ Clear overview of your money: Track and categorize your income and expenses to know exactly where your money goes.

✔️ Optimized for daily use: Designed to fit any lifestyle, whether you're a freelancer, student, or professional.

✔️ Full financial control at a glance: Analyze your most frequent expenses and see how much money you have left at the end of each month.

✔️ Easy to use & 100% customizable: Adjust the template to your needs and make it truly yours.

About Pro Version: Advanced Features

This all-in-one template allows you to visualize, organize, and control your personal finances with professional precision.

Main features:

✔️ Multiple bank accounts: Sync all your accounts (payroll account, savings account, joint account, etc.) in one place.

✔️ Detailed tracking: Visualize income and expenses by customizable categories.

✔️ Transfers between accounts: Record and visualize movements between your own accounts.

✔️ Monthly calendar view: Observe spending and income patterns throughout the year.

✔️ Unified total balance: Know your total assets in real time at a glance through an advanced chart visualization (requires Notion Premium).

✔️ Comparative analysis: Compare your financial situation month by month.

Designed for:

✔️ Professionals managing multiple income sources.

✔️ People using various bank accounts and payment methods.

✔️ Those looking to take complete control of their personal finances with a comprehensive solution.

🚀 Start managing your money smarter and reach your financial goals with this Notion template!