Personal Finance Tracker

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Personal Finance Tracker

Swaliha Baza
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Keep track of your personal expenses and income as well as your financial objectives in one place. This template will help you in staying ahead of your finances on a regular basis, meeting your income goals by providing you with a monthly/quarterly budget summary.

Income Goal Tracker will show you the progress you’ve made so far in percentage. You can also manage your monthly and annual subscriptions with ease.

What’s Inside?

  • Income Goal Tracker

  • Record Expenses and Income

  • Organize your subscriptions

  • Budget Overview

  • Cashflow Database

How to use this?

  • After the purchase, you will be redirected to Notion.

  • Click on the Duplicate button in the top right corner. (This will duplicate the template to your workspace)

  • Hooray!! You can start planning finances!

  • If you face any issue, the template has a How-to Guide to help you get started.


Does this work on the free version of Notion?

Yes, once you've made your purchase, a link with be sent to you to duplicate this to your Notion workspace.

How easy is it to set up and customize?

If you're familiar with Notion, this will take you seconds. If not, maybe a fraction more to get comfortable with the interface. If you need further help, you can watch a video of Notion Basics here.


  • If you have any feedback on how we can improve this template, feel free to contact me at bazaswaliha@gmail.com.

Thank you!

I want this!

Income Goal Tracker, Subscription Tracker, Expense Categories, Budget Overview, Cashflow Database

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