FreeSimple Grocery Budget Tracker
A monthly grocery planner with category lists, pantry needs, a budget tracker, spending estimates, and shopping reflections.
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 55–68 of 68 templates
Free
FreeSimple Net Worth Tracker
Record monthly assets and liabilities in Notion with account categories, net-worth history, summary totals, and a monthly chart.
FreeSimple Spending Tracker by Gridfiti
Gridfiti’s simple spending tracker for a lighter logging routine.
PaidSmall Business Bookkeeper Toolkit
A paid bookkeeping toolkit combining a fifteen-step monthly close, profit-and-loss tracking, invoice records, tax preparation, and a bank reconciliation log, with example data to explain the workflow.
FreeSmall Business Bookkeeper Toolkit Lite
A free bookkeeping starter kit with a ten-task month-end checklist and a profit-and-loss tracker using seven categories for income and expense records.
FreeSmall Business Tax Organizer
A small-business record organizer for income, expense categories, home-office costs, mileage, and summary reporting.
FreeSmall Company Finances
A simple business-budget dashboard with transaction-entry buttons, intended to begin fresh each year and provide an accessible starting point for recording company finances.
FreeStartup Evaluation Scorecard
An angel-investment screening workspace recording sectors, market, team, and traction scores, an averaged overall score, and a pipeline from review to a final decision.
FreeSubscription & Bill Tracker — Auto Due Dates
Review recurring bills in Notion with rolling due dates, comparable monthly and annual costs, trial flags, and a keep-or-cancel board.
FreeSubscription Manager
A software subscription register for vendor details, recurring costs, contract information, categories, and renewal dates.
FreeTax Filing and Preparation Tracker
A reusable tax-preparation checklist and database for organizing documents received, missing items, and year-by-year follow-up.
FreeTax Tracker & Filing Organizer
Collect tax-year records in Notion with income and supporting documents, jurisdiction notes, filing status, and missing-document reviews.
FreeTrip Planner: Itinerary, Budget & Packing List
Keep a trip itinerary, budget, and packing plan together.
FreeYouTube Channel Creator Revenue Dashboard
A creator income dashboard recording gross revenue, fees, dates, owners, and payment status, with a net-revenue calculation and an entry-level comparison view.
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.