2024 Top 10 Personal finance tracker templates

Transform your financial management using Notion's personal finance tracker templates. Whenever you input new income or expenses, the system can automatically updates the date, helping you maintain an accurate financial journal. The templates even nudges you to set aside money for tax on relevant income streams.

1Registro de finanzas personales (con automatizaciones)

Transforma tu gestión financiera utilizando esta plantilla con automatizaciones. Cada vez que añadas nuevos ingresos o gastos, el sistema actualiza automáticamente la fecha, ayudándote a mantener un monitoreo financiero preciso. La plantilla incluso te anima a ahorrar dinero para impuestos en los flujos de ingresos. Controla tus finanzas personales con Notion para tomar decisiones mejor informadas.

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2Planificación del presupuesto

Controla tus gastos para alcanzar tus objetivos financieros. Establece un límite mensual para tus gastos y luego registra tus gastos en la base de datos a continuación. Visualiza tus gastos de diferentes formas, como por categoría o por mes, utilizando filtros. También puedes ver los gastos en un calendario o desglosados por categoría en un tablero de estilo Kanban.

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3Budget Planning

This is a useful budget planning system!

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4Budget Planning

Allows user to put all their expenses and categorize it. The template will sum up how many expenses the user has and an overall sum of the cost. It includes comment section and date set to remind them if a bill is coming up or tuition deadline.

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5Finance Tracker

Keep your money matters neat and tidy with our easy-to-use 'Finance Tracker' template. Whether you're tracking household expenses, managing a small business budget, or just trying to save up for something special, this template makes it a breeze. Get a clear view of where your money's going, set budget goals, and watch your savings grow. It’s like having a financial assistant that helps you stay financially savvy and stress-free.

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6My Finance Tracker

Discover a new level of financial empowerment with my Notion template designed to simplify your money management journey. Perfect for both financial novices and experts, my template effortlessly guides you through tracking your income, expenses, and savings. By effortlessly categorizing your spending, visualizing your earnings, and setting achievable savings goals, you'll gain the confidence to make better financial decisions. Leave behind the stress of disorganized finances and step into a world of clarity and control, all within your own Notion workspace.

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7Simple Finance Tracker

- Track your income and expenses
- Manage multiple accounts
- Get insights on expenses and income per year, your total capital on each account and your transactions grouped for each month

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8Simple Finance Tracker

If you want to keep track of your expenses and keep your budget in check. This is the template they should get.

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9Money tracker

Set financial goals: Whether you want to save for a down payment on a house or pay off your credit card debt,
Track your expenses: Keep track of your spending habits and identify areas where you can cut back using our customizable expense tracker.
Monitor your income: Keep track of your income and ensure that you're meeting your financial obligations, such as bills and rent.
Receive reminders: Get reminders for upcoming bills and other financial obligations, so you never miss a payment again.

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10Expenses Tracker

Whether you're an individual striving for better financial organization or a family working towards shared financial goals, our expenses tracker template is your ultimate tool for building a secure and prosperous future.

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