Notion Personal Finance 2025

💼 Notion Personal Finance OS

Master Your Money with Clarity & Control

An all-in-one Notion finance tracker designed to help you take full ownership of your money — track income, expenses, savings, budgets, subscriptions, and net worth effortlessly.

Personal Finance OS replaces scattered spreadsheets and clunky apps with a beautiful, automated system — all inside Notion.

💰 Built for Financial Clarity & Control

✅ Income, Expense & Transfer Tracker
Log every transaction with ease. Connect income and expense entries to specific accounts and categories to get a real-time view of your cash flow.

🗃 Monthly & Yearly Budgets
Set monthly budgets by category and see how much you’ve spent, what’s remaining, and whether you’re overspending — complete with visual reports and smart formulas.

💳 Subscription Manager
Keep tabs on every recurring charge. Each subscription links to its related expenses, giving you a full history and upcoming renewals with auto-reminders.

🏦 Bank Accounts Dashboard
Track balances across all your accounts — and automatically update them based on linked transactions.

📈 Net Worth Calculator
Connect your assets, liabilities, and account balances to see your actual net worth update live.

💸 Sinking Funds & Savings Goals
Set goals, deadlines, and funding sources. See how close you are to reaching each target and track progress over time.

📅 Monthly & Yearly Financial Reports
Generate smart overviews for each month and year — view total income, expenses, savings, and net worth growth at a glance.

🧾 Linked Assets, Accounts & Reports
Everything connects: your accounts, budgets, categories, and transactions all flow into one system for seamless tracking and review.

🔑 Key Features

• Auto-updating financial dashboards
• All transactions tied to specific accounts and categories
• Smart formulas: savings rate, overspending alerts, budget progress, etc.
• Custom filters: monthly, quarterly, and annual views
• Elegant, clean layout — easy to navigate on desktop or mobile
• Fully editable — rename categories, customize properties, use your own currency

🧠 Why You’ll Love It

• Saves hours every month managing finances manually
• Provides clarity and confidence about where your money is going
• Helps you stay under budget, reach savings goals, and track growth
• Works entirely within Notion — no extra apps or tools needed
• Built for flexibility: use for personal, business, or both

💙 Why It Works

• Clear instructions to link everything correctly
• Beautifully structured and easy to maintain
• Eliminates the need for messy spreadsheets
• Brings all your finances into one central, organized system
• Promotes good habits with visibility, accountability, and control

🛠 What’s Included

• 🌐 Databases: Income, Expenses, Transfers, Bank Accounts, Assets, Liabilities, Subscriptions, Budgets, Savings Goals, Reports, Net Worth
• 📊 Views: Monthly and yearly dashboards, account balances, category summaries
• 💡 Automation: Smart formulas that calculate savings, overspending, remaining budgets, and more
• 📁 Documentation: Step-by-step guides for setup and linking databases
• 🧩 Modular structure: Duplicate, remove, or adjust what you need — it’s all yours

🧩 Perfect For:

• Individuals wanting a complete personal finance hub
• Freelancers & creators managing irregular income and multiple accounts
• Budgeters tired of spreadsheets and app-switching
• Notion power users ready to streamline their money management

🧠 About Notion

Notion is an all-in-one digital workspace that lets you organize information your way. With its flexible databases and clean interface, it’s perfect for creating streamlined systems — like this client portal — without code or design tools.

❓ FAQs

1. Do I need a Notion account?

Yes, you’ll need a Notion account to use the template, but Notion’s base plan is completely free.

2. Do I need a paid Notion plan?

For most individual users and solopreneurs, the free plan is sufficient. You’d only need a paid tier if you want to invite more than 10 team members into your workspace or use advanced automation features.

3. How will I receive the template?

Upon purchasing, you will receive a link to duplicate the Notion template directly to your workspace.

4. Can I fully customize the template?
Absolutely. Once duplicated, every page, database, property, and style is yours to edit.

5. Can I request a custom modification?

We offer one-off customization services. Contact us at productiveselfco@gmail.com for a quote.

6. How to sign up for the affiliate program?

Simply click this link https://productiveselfco.gumroad.com/affiliates and fill out the affiliate form

✉ Have Questions?

Reach out at productiveselfco@gmail.com — we’re happy to help you tailor the perfect experience for your clients.

⚠️ License Notice: This template is for personal use only. Any kind of redistribution, resale, or repackaging in any form is prohibited.