Finance & Budget Tracker - Dashboard

Master your money with this smart Finance & Budget Tracker. Log income and expenses, set goals, and automate your workflow. Visual dashboards and clean organization give you full financial clarity. Perfect for personal, shared, or business budgeting. Duplicate and get started!
About this template

Manage your finances like a pro with this Finance Tracker — a powerful Notion template designed for easy budgeting, smart automations, and clear financial planning.

Whether you're tracking personal expenses, managing shared budgets, or working toward long-term financial goals, this system gives you full control and visibility over your money — all within a clean, structured interface.

Features

  • Income & Expense Tracking
    – Log all transactions in one place using a dynamic database structure with automated category linking.

  • Budget Management
    – Categorize your spending and get instant overviews based on main and sub-categories.

  • Goal Setting
    – Track financial milestones with progress indicators, amounts saved, and custom timelines.

  • Expense Breakdown by Category
    – Identify spending patterns with visual insights and analytics filtered by week, month, or year.

  • Recurring Expenses Tracker
    – Stay on top of subscriptions, rent, and bills with a dedicated area for fixed costs.

  • Task Integration
    – Link financial tasks to specific payments or deadlines, keeping your to-do’s and budget in sync.

  • People-Based Tracking
    – Assign expenses to individuals — ideal for households, partners, or shared projects.

  • Monthly Calendar View
    – See all your income and spending mapped out per day, offering a clear timeline of activity.

  • Built-in Calculator
    – Use the integrated widget to perform quick calculations without leaving your template.

  • Visual Dashboards
    – Includes graphs, charts, and summary views to visualize your financial health at a glance.

Why Use This Template?

  • Includes automation to reduce manual work and increase accuracy

  • Provides clear financial insights through connected databases and filters

  • Helps you plan and track savings goals with intention

  • Built for individuals, freelancers, and teams managing shared budgets

  • Fully customizable to adapt to your specific workflow or financial style

  • Clean, minimal layout designed for ease of use and reduced clutter

Start managing your finances smarter today.
**Duplicate this Notion template and take control of your budget with confidence.**automation

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