Finance Tracker

Finance Tracker Notion Template:

Everything you need to track, plan, and analyze your personal finances in one clean, functional dashboard.

🔧 Core Functionality

• Accounts Overview
  Track total income, total expenses, initial amount, and current balance per account.
• Monthly Budget Categories
  Allocate monthly budgets to categories like Work, Food, Fitness, Shopping, Health, Miscellaneous, and monitor utilization (% used).
• Income Tracker
  Log income entries with:
  • Source name
  • Account used
  • Amount
  • Date
  • Notes (e.g. payout details)
• Expense Tracker
  Record expenses with:
  • Category
  • Account used
  • Amount
  • Date
  • Description (e.g. items purchased)

📊 Insights & Reporting

• This Month’s Income & Expenses
  Quick snapshot of current month’s transactions side by side — helps you stay on budget.
• Auto-Updated Account Balance
  Account balances are dynamically updated based on all logged incomes and expenses.
• Category Spending Breakdown
  Visual representation of how much you’ve spent or have left in each budget category.

🚀 Usability & Navigation

• Quick Action Buttons
  Instantly add a new account, income, expense, or budget category without leaving the main dashboard.
• Clean Master Databases
  Centralized databases for all income, expenses, and accounts — easily filterable and editable.
• Mobile & Desktop Optimized
  Seamless functionality across devices — manage finances on the go.