Expense Tracker Notion Template

Hi friends! I originally built this tracker in Notion to get a better grip on my own spending habits — and after sharing my expense tracking routine on TikTok and YouTube, so many of you asked for it that I decided to clean it up and turn it into a template you can use too! Whether you’re trying to rein in your overspending (like I was 😅) or just want a clearer picture of where your money is going each month, this aesthetic, easy-to-use tracker helps you stay on top of your finances — without needing to be a spreadsheet wizard.

✨ What’s Inside the Template:

• Quick Input Tab — Fast and fuss-free way to log your daily expenses

• Homepage Dashboard — A clean overview of your total spending, monthly breakdowns, and category charts at a glance

• Spending Buckets & Monthly Views — Visualize where your money is going across different categories (like food, shopping, health, etc.) and how your spending changes over time

• Custom Budgets — Set your own limits for both monthly and category spending — perfect for budgeting nerds (like me)

• Beautiful Charts — Pie charts, bar graphs, and line charts that update automatically so you can spot patterns instantly

• Beginner-Friendly Setup — No Notion skills needed, and a full step-by-step guide is included to help you get started

❤️ Works great for:

• Monthly expense reviews

• Setting up realistic budgets

Visualizing overspending triggers

FAQs

"Is this template beginner-friendly?"

Absolutely! Our user manual ensures even new Notion users are able to set up with ease.

"Can I customize the template?"

Yes, the template is flexible, catering to various preferences and needs. You just need a basic idea of how to use Notion!

"Do I need to pay for Notion to use this?"

Unfortunately, Charts are a paid feature on Notion so you'll need a subscription to use more than one chart (🥲) BUT you're still able to use the main functionality of the template on your free plan (i.e. expense tracking with breakdowns and overviews). There are non-chart versions of the Monthly and Spending Bucket summaries that you can rely on while using the free plan. If you ever decide that Notion is worth it, you can always upgrade your subscription then!

"Why are you charging for this?"

We took many many hours of our time to build this template, make it as beginner-friendly yet comprehensive for all of you! We hope that if you're on the search for a yearly financial forecasting and budgeting template to use straight out of the box without needing to build anything on your own, this is the ideal solution. We appreciate all the support you've shown us and we will continue to create other free templates along the way! 🫶🏼