Personal Finance templates

Take control of your finances with Notion's Personal Finance templates. Budget planners, expense trackers, trading journals, investment logs, and savings goals are all part of our suite, designed to help you manage your money smarter. Ideal for anyone looking to achieve financial stability and growth.

2,027 Templates
A template preview for Budget Manager
A template preview for Debts & Goals Tracker
A template preview for Subscription Tracker: Renewals & Spending Insights
A template preview for Splitting expenses made fun! (Mobile friendly) 1.0
A template preview for Budget tracker
A template preview for Student Financial Management
A template preview for Monthly Budget Tracker - 50/30/20 System
A template preview for Student Loans Budget
A template preview for Subscriptions
A template preview for Subscription Tracker
A template preview for Smart Budget
A template preview for Invoicing
A template preview for Subscription Tracker
A template preview for Expense Tracker
A template preview for Simple Finance Tracker
A template preview for Finance Planner
A template preview for Subscriptions Tracker
A template preview for Finance Freedom
A template preview for Money Counter
A template preview for Dreamline Calculator
A template preview for Minimalistic Expense Tracker
A template preview for Leverage Trades Portfolio Tracker
A template preview for Swing Trading Journal & Tracker
A template preview for Budget Tracker

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.

Still have more questions?
Learn more in our help center.

Powered by Fruition