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Budget and Track Your Finances in Notion

A Notion template for budgeting, expense tracking, and net worth monitoring. Enhanced with real-time asset prices, multi-currency support, and charts inside Notion.
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Notion Finance Tracker Template Screenshot

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Beyond Templates

A Notion template enhanced by a custom API

These features are powered by custom software, not possible with templates alone, even premium ones.
  • Real-time asset prices
    Stock, crypto, and ETF prices update automatically. Your portfolio value is always current.
  • Auto-generated charts
    Net worth, cash flow, and investment charts are embedded in your Notion pages. Custom-built, so they work on free Notion accounts with no limits.
  • Recurring transactions
    Bills and subscriptions are added automatically on schedule. No manual entry needed for recurring transactions.
  • Multi-currency support
    Track accounts and budget in different currencies. Reports convert everything to your preferred currency automatically.
With Notion Finance Tracker:

Budgeting, simplified yet powerful

Budget like a pro in a simple budgeting view where you set limits and track progress. It supports income, expenses, and goals, all with multi-currency capability.

A budget table in Notion with incomes and expenses

Comprehensive account and transaction types

Track diverse financial accounts and transactions in one place. From savings to investments, credit cards to loans, easily manage and categorize every financial move you make.

A table showing account and transaction types supported

Quick transaction recording interface for mobile

Add transactions in seconds with a personalized webpage that connects directly to your account and is blazingly fast. Create multiple quick links with different default values.

A table showing account and transaction types supported

Track your net worth and investments

Track a wide range of investments and assets directly in Notion. From stocks and crypto to real estate and vehicles, keep tabs on your entire portfolio value in real-time.

Chart showing investment distribution and holdings table

Graphs and charts, right inside Notion

View your net worth, cash flow, and investment distribution through interactive graphs and charts embedded in your Notion workspace.

Cash flow bar chart showing incomes, expenses, and savings

How We Compare

See how we stack up against alternatives:
Feature Notion Finance TrackerFree Notion TemplatesPremium Notion TemplatesStandalone Apps
Real-time asset prices
Multi-currency support
Automated net worth & investment tracking
Budget management
Custom charts and graphs
One-time payment (no subscription)
Simple and straightforward
Works inside Notion
Pricing

Pay Once, Use Forever

Unlock lifetime access with one-time payment.
Notion Finance Tracker
$29
  • All-in-one financial dashboard
  • Real-time net worth tracking
  • Multi-currency support
  • Simple yet powerful budgeting
  • Reports with graphs and charts in Notion
  • Lifetime access and updates

Hi, I'm Yusuf, the creator of this finance tracker.

I built this because I couldn't find a tool that did what I wanted: track my net worth and budget inside Notion, with real-time asset prices and clear visualizations.

I tried YNAB, Monarch, Mint, spreadsheets, and premium Notion templates. None of them worked the way I needed. So I built my own.

This is for people who want clarity in their finances without the fuss. I hope it serves you as well as it has served me.

Frequently Asked Questions

For any other questions, reach out via the chat bubble in the bottom right corner.

Ready to budget and track your finances in Notion?

Get started in minutes. One-time purchase, lifetime access.