Top 5 Templates For Managing Personal Finances ๐Ÿ’ธ

finance Sep 25, 2022

We all know that managing ๐Ÿงฎ our personal expenditure ๐Ÿ’ฒ can be quite tricky, to say the least. Especially with the rising cost of everything.

Don't fret, we are here to help ๐Ÿค. The foundation of good money management is a rock-solid budget ๐Ÿ“†. You need to track your spending ๐Ÿ’ธ to improve your finances. This can be achieved ๐Ÿฅ‡ by creating a realistic monthly budget.

And here are 5 Notion Templates ๐Ÿ“œ that will help you in doing just that:

1. My Finance Tracker ๐Ÿ“Š

Manage Your Personal Finances | Notion Templates
My Finance Tracker Notion Template

A minimalistic โœจ template to manage your income, expenses, investments & savings in a single place ๐Ÿ“ฒ. A template where you can add โž• any Finance type you'd like to track.

What are the benefits ๐Ÿ‘จ๐Ÿปโ€๐Ÿซ of the template?

  1. Helps you customize and add any financial type for tracking in one place.
  2. Helps you keep track more efficiently with current month summary.
  3. Helps you manage finances better with category wise stats showing amount under each category.

2. Money Caretaker ๐Ÿ’–

Manage Your Personal Finances | Notion Templates
Money Caretaker Notion Template

Propel ๐Ÿš€ your journey towards financial freedom, make it grow ๐ŸŒฑ for you and become a caretaker of your money.

Why this template?

  1. Helps you set a budget system each month to make better financial choices.
  2. Helps you predict and stabilize your cashflows over time.
  3. Returns a feedback of your expense summary.

3. Notion Financials Goals Board

Manage Your Personal Finances | Notion Templates
Financial Goals Board Notion Template

Living in the moment is great but a little planning ๐Ÿ“† never hurts! Keeping track of your financial goals ๐Ÿฅ… is also a big part of managing your personal finances.

How It Helps

  1. This template helps in keeping track of your goals.
  2. Helps you plan your financial decisions.

4. Finance & Crypto Tracker

Manage Your Personal Finances | Notion Templates
Finance & Crypto Tracker Notion Template

This is an advanced Notion finance tracker โฑ that builds your system from the ground up and lets you analyze ๐Ÿงฎ the process so that you refine it and achieve your aim ๐ŸŽฏ

Track. Measure. Analyze. Improve.

  1. All of your crypto currencies in one place.
  2. Real time widgets to help you keep track of cryptocurrencies.
  3. Monthly analysis to help you improve.

5. Investment Tracker

Manage Your Personal Finances | Notion Templates
Investment Tracker Notion Template

Steady income ๐Ÿ‘› is always good but investing some part of that income can significantly boost ๐Ÿš€ your earnings, pushing you in the right direction while you are trying to manage your finances. Investments help you build ๐Ÿงฑ a healthy financial life. Keep track of all your investments in one beautiful dashboard.

What's inside this template?

  1. Live stock prices to help you keep up.
  2. Account profit and loss along with individual stock profit/loss.
  3. Investment history and performance to help you improve.


Hope you liked it ๐Ÿ’ฏ ย Here is a link, if you are looking for more Personal Finance Notion Templates ๐ŸŽ‰

Some basic knowledge of creating a budget can help you sustain a healthy financial lifestyle! And knowing where and when to invest your money ๐Ÿ’ฐ can grow your financial capacity! So what are you waiting for โฑ? Go grab these amazing templates and start your journey ๐Ÿš€ towards a better and constantly improving Financial Life!

I hope you found this article helpful! We post more helpful Notion Blogs like this regularly so do check them out!


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