FreeAngel investment tracker
An angel-investment organizer for startup context, portfolio records, and coordination of an investment review process.
Life & everyday
Finance Notion templates
See where your money goes and make a plan for what comes next. Browse Notion budget templates, spending logs, and subscription trackers.
Showing 1–18 of 28 templates
A little structure goes a long way.Free
FreeBudget Tracker & Zakat Calculator
A monthly money organizer for income, expenses, category budgets, savings goals, and visual summaries.
FreeCFO Budget vs Actual Tracker
A budget comparison system with variance records, alerts, charts, and a financial-control overview.
Free
Free
PaidFinance Tracker Pro
A finance workspace for bringing personal or business money records into view.
FreeInvestment Reports Dashboard
An investment reporting dashboard connecting portfolio records, periodic analyses, performance views, and ROI charts.
FreeInvestor CRM
An investor CRM for startup deal flow, founder contacts, due diligence, investment memos, portfolio records, and follow-ups.
FreeJournal The Moments
A personal dashboard combining journal entries, remembered moments, an expense tracker, and habit organization.
FreeMonthly Plan vs Actual
A monthly finance planner separating a budget forecast from recorded transactions, with tax and savings buckets for allocating portions of the money you track.
FreeNet Worth & Investment Dashboard
A monthly financial snapshot dashboard charting assets, liabilities, net worth, and savings-rate records.
FreeNet Worth Calculator
A monthly net-worth calculator recording account balances, assets, liabilities, dates, and financial goals.
FreeNotion - Personal Finance Tracker
Loegan Raj’s personal-finance tracker for everyday records.
FreeNotion 50/30/20 Budget Tracker
A Notion budget layout built around the 50/30/20 approach.
Free
FreeNotion Budget Tracker
Organize spending categories and bring a monthly budget into view.
Free
FreeNotion Subscription Tracker
See recurring subscriptions and payments before another renewal slips past.
A closer look at the collection
Which template fits your work?
Compare the purpose and included features before choosing a workspace.
Angel investment tracker
Investors maintaining their own early-stage company and portfolio research records.
- Investment collection
- Startup problem, market, and team context
- An editable reference for coordinating the investment process
Budget Tracker & Zakat Calculator
People looking for a simple record of monthly personal finances.
- Monthly income and expense tracking
- Category-based budgeting
- Savings goals, dashboards, and sample records
CFO Budget vs Actual Tracker
Finance teams, controllers, and founders reviewing performance against a plan.
- Budget Lines for planned and actual figures
- Alerts for unfavorable variance
- Budget charts and a Financial Control Snapshot
Choose something that fits
How to compare finance templates
Choose a money tracker around the decisions you want to make. A monthly budget, an everyday spending log, and a business cash-flow sheet serve different purposes. Check how income, transfers, and recurring costs are recorded. Most Notion templates need manual updates unless the creator explicitly documents an integration.
A few things to look for
Clear spending categories
Monthly summaries
A simple update routine
About the directoryPut it into practice
Check the numbers with a small real example
Enter a typical income payment, a purchase, a transfer, and a refund before loading older records. Check how categories, currencies, and reporting periods affect the totals. Keep a source note where an amount needs explanation and choose a regular update routine that fits how you manage your records.
Before you chooseQuestions about
Questions about
this collection
Do Notion finance templates automatically connect to my bank?+
A standalone template does not establish a bank connection. Some creators document separate integrations or imports; check those requirements explicitly. Otherwise, expect to enter or import transactions yourself and verify the results against source records.
Are there free templates in the finance collection?+
Yes. This collection currently includes 26 listings with a confirmed free creator offer, alongside 2 paid or freemium options. Use the Free filter to compare them. A free version can have different features from a creator’s paid upgrade, so check the original listing and current access terms before adding it to your workspace.