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Automate your Finances with Notion Finance Tracker OS

Manage your entire financial life easily, all within one Notion OS. Track income and expenses, categorize them, add notes and receipts, create a budget and monitor everything in a single place.

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“A Notion's powerful finance system featuring automated or manual CSV import, banks integration, smart iOS shortcuts from real receipts, 50/30/20 rule budgeting, recurring payment reminders, duplicate cleanup, account transfers, clear visual graphs and more…”

Why Notion

Notion vs YNAB

💰 No Expensive Subscriptions

Forget monthly payments. Pay once, use forever.

🧠 All-in-one Workspace

Centralize your finances alongside goals, tasks, life planning, and more — all in Notion.

🔐 Private & Secure

Your data stays in your Notion account.

🌐 Access Anywhere & Fully Customizable

Syncs across all devices — desktop, tablet, or mobile.

About template

Key Advantage Features

The Notion Finance tracker it's fully customizable, subscription-free, giving you the power to track, plan, and grow your finances all in one place.

50/30/20 Savings Rule

Manage your budget with the 50/30/20 rule: 50% for needs, 30% for wants, 20% for savings. Get automatic budget updates to prevent overspending. Easily view the rule's graph monthly or yearly to optimize financial planning.

Banks Integration with Plaid

Connect your banks through an easy setup within the template, using Rows and Plaid for seamless integration and synchronized transactions across your main database in Notion.

Advanced Automations - Auto Relations

This is a rare feature that automatically adds month relations based on data properties instead of doing it manually.

Graph Insight

Monthly and yearly insights on historical balances, incomes, and expenses, categorized by type, displayed by graph.

Categories Budget

Set a budget for each category and monitor the available or remaining amounts.

Goals Tracker

Stay in the loop with real-time updates, ensuring everyone is on the same page.

Mobile Friendly

Optimize your workflows and save time with efficient and structured templates.

Features

Best Features

Discover the best features inside this template

Shortcut IOS

Quickly add new transactions on the go — scan a receipt or enter details manually with two ready-to-use shortcuts that connect seamlessly to your tracker

Shortcut IOS

Quickly add new transactions on the go — scan a receipt or enter details manually with two ready-to-use shortcuts that connect seamlessly to your tracker

Shortcut IOS

Quickly add new transactions on the go — scan a receipt or enter details manually with two ready-to-use shortcuts that connect seamlessly to your tracker

Shortcut IOS

Quickly add new transactions on the go — scan a receipt or enter details manually with two ready-to-use shortcuts that connect seamlessly to your tracker

Automate CSV

Easily import transactions from your bank — just upload your CSV and watch your data sync instantly, thanks to the latest Notion automation features.

Automate CSV

Easily import transactions from your bank — just upload your CSV and watch your data sync instantly, thanks to the latest Notion automation features.

Automate CSV

Easily import transactions from your bank — just upload your CSV and watch your data sync instantly, thanks to the latest Notion automation features.

Automate CSV

Easily import transactions from your bank — just upload your CSV and watch your data sync instantly, thanks to the latest Notion automation features.

Notification Reminder

Show notifications for recurring payments and subscriptions: appear, disappear, cancel, or mark as paid.

Notification Reminder

Show notifications for recurring payments and subscriptions: appear, disappear, cancel, or mark as paid.

Notification Reminder

Show notifications for recurring payments and subscriptions: appear, disappear, cancel, or mark as paid.

Notification Reminder

Show notifications for recurring payments and subscriptions: appear, disappear, cancel, or mark as paid.

Subscription Tracker

Stay on top of recurring expenses — manage all your subscriptions in one place, with due dates, costs, and renewal reminders at a glance.

Subscription Tracker

Stay on top of recurring expenses — manage all your subscriptions in one place, with due dates, costs, and renewal reminders at a glance.

Subscription Tracker

Stay on top of recurring expenses — manage all your subscriptions in one place, with due dates, costs, and renewal reminders at a glance.

Subscription Tracker

Stay on top of recurring expenses — manage all your subscriptions in one place, with due dates, costs, and renewal reminders at a glance.

Balance Transfers

Move money between your accounts with ease — track internal transfers to keep your balances accurate and your records clear.

Balance Transfers

Move money between your accounts with ease — track internal transfers to keep your balances accurate and your records clear.

Balance Transfers

Move money between your accounts with ease — track internal transfers to keep your balances accurate and your records clear.

Balance Transfers

Move money between your accounts with ease — track internal transfers to keep your balances accurate and your records clear.