FreeNotion 50/30/20 Budget Tracker
A Notion budget layout built around the 50/30/20 approach.
Life & everyday
Finance Notion templates
Compare Notion templates for personal budgets and business finances, from spending and subscriptions to cash flow, invoices, and accounting records.
Showing 37–54 of 68 templates
Free
Free
FreeNotion Budget Tracker
Organize spending categories and bring a monthly budget into view.
Free
FreeNotion Freelancer CRM & Invoice Manager
Bring client relationships and invoice organization into one workspace.
Paid
FreeNotion Subscription Tracker
See recurring subscriptions and payments before another renewal slips past.
FreePodcast Finance & Reporting Dashboard
A podcast administration dashboard with separate financial transactions and report records, including payment or approval stages, cash timing, reporting periods, findings, and next actions.
FreeProfessional Association Revenue Dashboard
A membership dues tracker separating expected, invoiced, overdue, and paid revenue, with member or organization details, renewal dates, payment dates, amounts, and notes.
FreeProfit-Loss Statement
A business finance workspace linking clients, income and expenses, transactions, and a monthly dashboard showing net profit, client revenue, and spending categories.
FreePurchase Orders Tracker
Keep purchase orders and their current status easy to review.
FreeSaaS Metrics Cheat Sheet & Calculator
A reference and calculator for understanding SaaS business metrics.
PaidSavings Goals & Balance Sheet
Keep a savings goal and a balance-sheet view in one place.
Free
FreeSide Hustle Profit & Loss
A focused side-business finance tracker recording income, expenses, categories, and sources, with revenue, spending, and net-profit summaries filtered by month or another period.
FreeSimple Debt Payoff Tracker
A personal debt tracker with balances, rates, minimum payments, due dates, and two payoff-ordering approaches.
FreeSimple Finance Tracker
Keep a clearer overview of personal income and spending records.
FreeSimple finance tracker (card&subscription)
A phone-oriented personal finance tracker combining cards, subscriptions, installments, and time-based summaries.
A closer look at the collection
Which template fits your work?
Compare the purpose and included features before choosing a workspace.
Accountant SOPs
Accounting teams documenting repeatable work and reviewing responsibilities during a close.
- Accounting procedure library
- Purpose and scope for each process
- Bank reconciliation and ledger procedures
- Reporting and internal-control documentation
Accounting Firm Client Manager
Accountants, bookkeepers, and small firms organizing client relationships.
- Separate client and engagement databases
- Service categories including bookkeeping, tax, payroll, and advisory
- Views of prospects, active clients, and ongoing work
Advanced Company Finance
Small businesses and founders who want planning calculations beside their recorded financial activity.
- Finance Tracker and Company Net Worth
- Break-even, margin, payroll, and ROI calculators
- Monthly and quarterly summaries with example data
Choose something that fits
How to compare finance templates
Decide whose money you need to organize before choosing a template. For a household, start with spending categories, bills, savings, and a realistic update routine. For a business, look at invoices, expenses, cash movements, and the records your finance team needs to reconcile. A net-worth snapshot is different from a budget, and a sales total is different from profit. Check the calculation method and whether data is entered manually. Try one completed period against your bank or accounting records before relying on a dashboard. The Personal finance and Business finance collections offer narrower starting points when you already know which kind of work you need to do.
A few things to look for
The right personal or business workflow
Traceable figures and calculation methods
A manageable update and review 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 choose
Common questions
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 58 listings with a confirmed free creator offer, alongside 10 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.