Finance templates

Master your financial health with Notion's Finance templates. Our tools are designed to offer a comprehensive overview of your finances, from budget visualization and expense tracking to investment monitoring. Empower yourself to take control of your finances with ease and clarity.

816 Templates
A template preview for ASTA Setups: Trading Strategy Backtest
A template preview for Budget Tracker
A template preview for Annual  Subscription Management 2.0
A template preview for Ultimate Business Startup Checklist
A template preview for Finance Tracker
A template preview for Starting A Digital Business Dashboard
A template preview for Etsy sales tracker
A template preview for Simple Wedding Budget with spend category charts
A template preview for Finance Tracker
A template preview for Finance Tracker
A template preview for Finance Tracker
A template preview for Cash Flow Go With Charts
A template preview for Stocks Investment Tracker
A template preview for Subscription Tracker
A template preview for The Contract for Freelancers
A template preview for Finance Tracker
A template preview for Findependence Navigator - Lite (Finance Tracker)
A template preview for Finance Tracker Ol
A template preview for Expense Tracker
A template preview for Finance Tracker
A template preview for Basic Financial Tracker
A template preview for Financial Tracker for Barefoot Investors
A template preview for Finances
A template preview for Personal Finance Management

FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.so/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

Still have more questions?
Learn more in our help center.