Table of Contents

  • Investment OS

  • Notion Optimal Finance System

  • Net-Worth Tracker

  • Subscriptions

  • The Simple Finance Tracker

  • Money Management

  • Kakeibo Monthly Planner

  • Finance Hub

  • Crypto Portfolio Tracker

  • Money Management, Personal Finance Tracker


Investment OS

Investment OS ($21)

This is the go-to template for anyone looking to keep all their investments in check. It's great for monitoring how well your investments are doing and helps in making informed decisions.

Notion Optimal Finance System

Notion Optimal Finance System ($29)

Need something to track your income, expenses, and budget goals all in one place? This all-in-one template has got you covered.

Net-Worth Tracker ($7)

Keep an eye on your financial health with this straightforward net worth tracker. It's simple and does the job well.


Subscriptions ($5)

If you've got a bunch of subscriptions and find it tough to keep track, this template is perfect. Manage all your subscriptions in one spot and never miss a payment again.

The Simple Finance Tracker

The Simple Finance Tracker (Free)

Just starting out with finance tracking? This free template is ideal for a no-fuss approach to managing your money.

Money Management

Money Management ($10)

This template helps you stay organized with your finances, tracking both income and expenses effectively.

Kakeibo Monthly Planner

Kakeibo Monthly Planner (Free)

Ever heard of the Kakeibo budgeting method? It's a unique Japanese approach to saving and spending. Give it a try with this free planner.

Finance Hub

Finance Hub ($29)

For those who want a comprehensive view of their finances, from tracking to budgeting, this dashboard does it all.

Crypto Portfolio Tracker

Crypto Portfolio Tracker ($39)

Keeping up with cryptocurrencies and NFTs can be tricky. This tracker makes it a breeze.

Money Management, Personal Finance Tracker

Money Management, Personal Finance Tracker ($10)

A thorough solution for tracking expenses and analyzing your financial habits.

Additional Insights into Finance and Budgeting

Understanding Your Financial Goals

Setting clear financial goals is the first step toward effective money management. Whether it's saving for retirement, buying a home, or simply improving your financial habits, having specific goals gives you something to work towards.

Budgeting Basics: Where to Start

Budgeting is about understanding your income versus your expenses. Start by listing your monthly income sources and then track all your expenses. Categorize your expenses into essentials and non-essentials to get a better understanding of where you can cut back.

The Importance of Emergency Funds

An emergency fund is a financial safety net designed to cover unexpected expenses like medical emergencies or sudden job loss. Aim to save at least three to six months' worth of living expenses.

Smart Investing: Making Your Money Work for You

Investing is a great way to grow your wealth over time. Whether it’s stocks, bonds, or real estate, understanding the basics of investing and the associated risks is crucial. Always do thorough research or consult with a financial advisor before making investment decisions.

Debt Management Strategies

Managing debt is an essential aspect of financial health. Prioritize high-interest debts, consider consolidating loans, and maintain a consistent repayment plan. Avoid accumulating new debt while paying off existing ones.

The Role of Credit Scores in Financial Health

Your credit score affects your ability to borrow money and the interest rates you'll get. Pay your bills on time, keep your credit card balances low, and regularly check your credit report for errors to maintain a good credit score.

Maximizing Savings: Tips and Tricks

Saving money is more than just putting away a portion of your income. Look for ways to reduce expenses, such as cutting down on non-essential spending, using coupons, and shopping for deals. Also, consider high-interest savings accounts or certificates of deposit for your savings.

Understanding Taxes and Their Impact on Your Finances

Taxes can take a significant chunk of your income. Understand the basics of tax planning, such as deductions and credits you may be eligible for, to maximize your income and minimize your tax liability.

Retirement Planning: Preparing for the Future

Start planning for retirement as early as possible. Take advantage of retirement accounts like 401(k)s or IRAs, and make sure you're contributing enough to secure a comfortable retirement.

Using Financial Tools and Apps Wisely

While tools like Notion templates are incredibly helpful, it’s important to use them wisely. Regularly update your financial information, review your budgets and investments, and adjust your strategies as needed.

Staying Informed: Keeping Up with Financial News and Trends

Stay informed about the latest financial news and trends. This knowledge can help you make better decisions about your investments, savings, and overall financial strategies.

The Role of Financial Education in Personal Growth

Educating yourself about personal finance is crucial. Read books, take courses, or follow finance blogs and podcasts to continuously improve your financial literacy.


Managing your finances effectively in 2024 is about combining the right tools with solid financial knowledge and habits.

By using the best Notion templates for finance and budgeting, setting clear goals, and staying informed, you can take control of your financial future.

Remember, financial management is an ongoing process, and being proactive about it can lead to a more secure and prosperous life.

Frequently asked questions (FAQ)

a person being interviewed.

What is a Notion Template?

A Notion template is a published Notion page that can be duplicated. Share the page to your preferred workflows as well as duplicate other processes that you want to employ.

How do i use a Notion Template?

Simply follow these instructions to copy a template:

1. Locate the template you want to duplicate.
2. From the dropdown menu, choose the workspace where you want to clone the template.
3. Select the "Duplicate" button, which is highlighted in blue.

If you are already logged in, the template will be copied in your preferred workspace. If you are not logged in or do not have a Notion account, you will be required to sign in or establish one before continue.

How do i share a Notion Page?

Sharing a Notion page allows you to collaborate with individuals both within and outside your workspace.

Follow these steps to share a page:

1. Start by locating your Private page in the sidebar.
2. Navigate to the top right corner of the page and click on the "Share" button.
3. Choose the "Add People" option from the menu.
4. In the provided box, enter the email address of the person you wish to share the page with.
5. Select the appropriate level of access from the available options, such as full access, view-only, or commenting rights.
6. Finally, click on the "Invite" button to send the invitation.

What are some popular Notion integrations?

Notion integrates with various apps and services, including Slack, Google Drive, Zapier, and more. These integrations allow you to enhance Notion's functionality and streamline your workflows.

What is Notion AI and how can I use it?

Notion AI can help you write better, faster, and more creatively by generating, transforming, and summarizing text. You can also use Notion AI to automate simple tasks, such as creating action items, translating languages, or explaining technical terms.

How can I use Notion formulas and databases?

Notion formulas and databases are powerful features that allow you to create custom properties, calculations, and views for your data.

You can use formulas to perform operations on your database properties, such as adding numbers, combining text, or finding the time between two dates.

You can also use databases to store and organize different types of information, such as tasks, notes, projects, or contacts. You can create different views for your databases, such as tables, calendars, boards, or galleries.

Finally, you can also link databases to each other using relations and rollups, which enable you to access and manipulate data across multiple databases.

How can I collaborate with others on Notion?

You can collaborate with anyone you want, and control their level of access and permissions. Here are some ways you can collaborate with others on Notion:

1. Add members to your workspace: Invite teammates, friends, or clients to collaborate on pages. Create groups for easier sharing.

2. Share individual pages: Invite specific people to view, comment, or edit pages. Useful for external collaboration or sharing confidential content.

3. Publish pages to the web: Transform pages into public websites accessible via a link. Enable comments and permit page duplication, ideal for blogs, portfolios, and more.

How can I import and export data to Notion?

You can import and export data to Notion in various formats, such as PDF, HTML, Markdown, CSV, and more.

To import data, you can use the Import button on the left sidebar of any Notion page and choose the file format you want to import from.

To export data, you can use the Export option from the ••• menu on the top right corner of any Notion page and choose the file format you want to export to.

You can also export your entire workspace or include subpages in your export.