Finance Tracker - Notion Template
Know Where Every Dollar Goes: No Spreadsheets, No Guesswork
DesHive's Finance Tracker is a Notion template that brings your income, expenses, budgets, accounts, and net worth into one connected system, so you always know exactly where you stand.
Set up in under 10 minutes, no Notion experience required.
Why You Need This
Most people don't have a money problem. They have a visibility problem. Bills pile up, savings stall, and bank apps start to feel like something to avoid.
The Finance Tracker from DesHive gives you one place to see everything: what comes in, what goes out, what you own, and what you owe. Once you can see it, you can manage it.
Who It's For
This Notion finance tracker template is built for you if:
- You want to actually see where your money goes each month, not guess
- You're tired of spreadsheets that break the moment you add a new category
- You already use Notion (or are open to the free version) for the rest of your life, and want your finances there too
- You don't need investment-grade complexity, just clarity, control, and a system you'll actually keep using
It's not for you if you're looking for a full investment-portfolio tracker or business accounting software. This is a personal finance system, built to be lived in daily.
What's Inside
Eight connected modules make up this Notion finance tracker. Update one, and everything else updates with it.
- Income & Expenses, Smart-Categorised: Log what comes in and goes out, sorted automatically into categories like Food, Bills, or Fun, so you instantly see where your money concentrates each month.
- Bank Accounts & Transfers: Every account in one place, with transfers between them tracked so your totals stay accurate without manual recalculating.
- Your Custom Financial Statement: A live monthly report of what came in, what went out, and what you kept, built automatically from your entries.
- Custom Budgets: Set a spending limit per category and watch your progress daily, not just at month-end.
- Assets & Liabilities: List what you own (savings, property, investments) and what you owe (loans, debts), so your real net worth is always visible.
- Annuities Management: Track recurring and yearly payments with reminders, so nothing slips through unnoticed.
- Mobile-Friendly: Log an expense from your phone in the checkout line; your dashboard updates the same as it does on desktop.
What You Can Do After
Within the first week, every account and your first month of spending will be mapped out. For most people, that's the first time they've seen the full picture. From there, your budgets keep you on track day to day, and your monthly statement shows you exactly where you're improving, without building a single formula yourself.
FAQ
Do I need to be good with numbers?
No. You enter your transactions; the template calculates everything else.
Will it work on my phone?
Yes, the free version of Notion is enough, on any device.
Is it hard to set up?
You can have your accounts and first expenses logged in under 10 minutes. No technical setup required.
Can I customize it?
Yes, categories, budgets, and accounts are all yours to edit.
Launch price: $27, one-time payment, lifetime access.
Price goes up soon. Get it now and keep the lower price for life.
