Finance templates

Master your financial health with Notion's Finance templates. Our tools are designed to offer a comprehensive overview of your finances, from budget visualization and expense tracking to investment monitoring. Empower yourself to take control of your finances with ease and clarity.

945 Templates
A template preview for Sage Green Business Planner
A template preview for Elegant Pink Buisness Management
A template preview for Financial System
A template preview for Invoice Flow Small Business Revenue Dashboard
A template preview for Money Tracker (Expenses, Budget, Income)
A template preview for Crypto Trading System 101
A template preview for Simple Finance Tracker
A template preview for Fx tracker trading journal
A template preview for Trading Journal
A template preview for Finance Follow-up
A template preview for Advanced Financial Tracking
A template preview for Income Tax Deductibles (MY)
A template preview for SyncOS - Lite
A template preview for Professional Level Finance
A template preview for Finance
A template preview for SyncOS - Pro
A template preview for Freelancer Hub
A template preview for Month-to-Month Budget Planning
A template preview for Taxes and Deductions
A template preview for Finance and Loans
A template preview for Subscription & Bills Manager
A template preview for Studio Ghibli themed Personal Finance Planner ೀ⋆。.
A template preview for Finances Tracker
A template preview for Non-Profit Fundraising OS

FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.com/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

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