Top 10 Free Financial Plan Templates in Notion

Having a Financial Plan is crucial for achieving financial stability and reaching your long-term goals. It allows you to manage your income, expenses, and investments effectively, ensuring that you can navigate through life's financial challenges with confidence. A Financial Plan template in Notion can streamline this process, providing a structured and customizable framework to organize your finances, track your progress, and make informed decisions.

Before you dive into creating your own Financial Plan, consider exploring these Notion templates to simplify the process and set yourself up for success.

1Subscription tracker

With the increasing number of subscription services for work and life, it can be easy to forget what you signed up for and lose track of your recurring payments.

Aperçu du modèle de Subscription tracker

2Suivi des finances personnelles avec les automatisations

Transformez votre gestion financière en utilisant le modèle de Suivi des finances personnelles de Notion, optimisé grâce aux automatisations des bases de données. Chaque fois que vous entrez de nouveaux revenus ou de nouvelles dépenses, le système met automatiquement à jour la date, ce qui vous aide à tenir un journal financier précis. Le modèle vous incite même à mettre de l'argent de côté pour les impôts sur les flux de revenus pertinents. Suivez vos finances personnelles avec Notion pour prendre des décisions plus éclairées.

Aperçu du modèle de Suivi des finances personnelles avec les automatisations

350/30/20 budget tracker

A straightforward financial planning system for those who just want an easy way to plan and keep track of their budget and finances. In the 50/30/20 budget system, 50% of your income is allocated to needs, 30% to wants, and 20% to savings or paying off debt.

Aperçu du modèle de 50/30/20 budget tracker

4Budget planner with automatic remaining budget

Gain financial clarity and control over your finance, plan your monthly budget and allocate funds wisely, and save time using our automatic updates of your remaining budget.

Aperçu du modèle de Budget planner with automatic remaining budget

5Notion Finance Tracker

A simple and intuitive finance tracker built within Notion, the all-in-one productivity tool. Designed to seamlessly integrate with your existing Notion workspace, it empowers you to manage your personal finances with ease and efficiency.

The finance tracker simplifies your financial management by combining the power of Notion's organization and collaboration features with a minimalist and user-friendly interface. Take control of your finances, make informed decisions, and achieve your financial goals with the Notion Finance Tracker.

Aperçu du modèle de Notion Finance Tracker

6NoFi - Personal Finance and Budgeting With Automated Data Entry

NoFi is an elegant yet powerful personal finance template. It integrates with Plaid to sync your financial accounts in real-time with your Notion workspace. No need for manual data entry! With NoFi you can categorize transactions, view your account balances, set a budget for the categories you care about, and view your top-level monthly cash-flow.

Aperçu du modèle de NoFi - Personal Finance and Budgeting With Automated Data Entry

7Expense Tracker

For anyone who wants to start their journey on becoming financial responsible, this template helps you track your expense on a daily, weekly, monthly and yearly basis and stick with your budget. This template is super simple to use. There are buttons for shortcut whenever you want to add an expense.

Aperçu du modèle de Expense Tracker

8Monthly Cashflow

Cashflow Template helps individuals to keep track of their budget. With a simple glance, it is visible how much money is going where and how much is still left at the of the month. All a person has to do is input their salary as well as the spendings they have a usual month.

Aperçu du modèle de Monthly Cashflow

9How To Budget

This 'How to Budget' template is a handy financial companion that can be used by anyone looking to gain better control over their money. Divided into four key sections: Monthly Income, Fixed Expenses, Variable Expenses, and Savings & Investment, it's your go-to guide for tracking goals, managing expenses and income, and even noting down future financial aspirations.

Aperçu du modèle de How To Budget

10Budget Tracker

A Notion dashboard to track your transactions, and how much you spent each day.

You can enter as many transactions as you want. These are divided into income and expenses. For each you can select the account and category.

Aperçu du modèle de Budget Tracker

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