Finance Tracker

About this template
Take control of your finances with this all-in-one Finance Tracker template designed to simplify budgeting, saving, and debt management. Whether you're managing personal expenses, tracking income, or planning for future goals, this template has everything you need to stay organized and financially empowered.
Key Features:
Comprehensive Transaction Log : Track every income and expense in one place with customizable categories (e.g., Food, Housing, Entertainment) and account linking.
Budget Tracker : Set monthly budgets for each spending category, monitor your progress, and get automatic updates on how much you’ve spent versus your budget. Stay on track with visual progress bars and conditional formatting for "Over Budget" alerts.
Savings Goals : Create and track savings goals (e.g., Vacation, Emergency Fund, Down Payment) with automated progress tracking, due dates, and days-left countdowns. Celebrate milestones as you work toward financial freedom!
Debt Tracker : Manage and pay off debts efficiently with detailed tracking of balances, interest rates, monthly payments, and paid-off dates. Use the Debt Snowball or Avalanche method to prioritize payments.
Automated Calculations : Leverage powerful formulas to automatically calculate remaining budgets, progress percentages, days left until due dates, and more—saving you time and effort.
Visual Dashboards : Get a clear overview of your financial health with charts, graphs, and summary tables. Visualize your spending habits, savings progress, and debt reduction journey at a glance.
Recurring Transactions : Automate recurring income and expenses (e.g., rent, salary, subscriptions) to streamline your financial tracking.
Customizable Categories : Tailor the template to fit your unique financial situation by adding or modifying income, expense, and savings categories.
Mobile-Friendly Design : Access and update your Finance Tracker on the go using Notion's mobile app, ensuring you never miss a transaction or payment.