Premium Notion Templates

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Modern People

Where ambitious entrepreneurs, knowledge workers, and creators become the best versions of themselves using ready-made Notion systems.


notion finance tracker all-in-one template download

Finance Dashboard

Master your personal finances like never before. Track expenses, budgets, subscriptions and more. Simply add a record, and the template will handle the rest.

notion freelancing and client portal

Notion Client Portal

Keep up with your client work without burning out. Collaborate better to keep your clients SATISFIED! Manage projects, payments, meetings, tasks, etc.

notion life planner template

Notion Life Planner

Organize your life with habit trackers, goal trackers, daily schedules, monthly planners, book trackers, journals, and more. Become the best version of yourself.

* coming soon *

notion consultation & live training

Notion Consultation

Get expert's help to design your dream Notion dashboard, expand the functionalities of your templates or receive live Notion training through Zoom calls.

Ultimate Finance Dashboard

Master Your Personal Finance In Notion

Say goodbye 👋 to the messy records. Make your financial life 3x easier with integrated templates for tracking your budget, expenses, income, investments, subscriptions, and financial goals.

notion personal finance tracker template download

Automated calculations

Numbers update in real-time

All-in-one and integrated

Video instructions included

"No more manual calculations. Simply add a record, and the automated calculation will handle the rest."

Jason


budgeting


Budget Planner

Plan ahead and stick to your budgeting goals

notion budget planner template

  • Categorization: Organize your budget into categories such as groceries, entertainment, utilities, and more.

  • Allocation: Enter your budget, and watch as automatic allocation percentages are calculated for each spending category.

  • Control Your Spending: Separate your "Needs" vs. "Wants" and prioritize accordingly.

Budget Reports

See where you're overspending and how much budget you have left

notion budget tracker template

  • Monitor Spending: See where you're spending more than your budget allows.

  • Check Budget Balance: Find out how much budget you have left after each transaction.

  • Progress Bar: Color-coded progress bar (Red vs. Green) to easily identify areas of overspending.

"This Notion finance template is perfect for anyone on their personal finance journey."

Amanda Wang JY


money in & out


Income & Expense

Easily track your income and expenses

notion expense tracker template

  • Expense Tracker: Track expenses by category and subcategory to see where you may cut back and save money.

  • Income Tracker: Categorize your income sources, whether it's from your paycheck, freelance work, or online business.

  • Past Records: Review your income and expense history for This Month, This Year, or any Custom timeframe.


Bank Transfer Tracker

See where your money is going from Point A to Point B

notion bank account transfer template

  • Account Manager: Keep track of the bank accounts you're currently using and the amount of money in each account.

  • Bank Transfer Tracker: Easily monitor fund transfers from Account A to Account B and vice versa.

  • Real-Time Update: The Notion template will automatically update balances after each transfer.


Subscription Tracker

Never miss an upcoming payment or cancel unwanted subscriptions

notion subscription tracker template

  • Stay Organized: Keep track of all your subscriptions in one place and monitor recurring payments.

  • Automated Renewal: Automatically update renewal dates based on your payment date.

  • Peace Of Mind: Find and cancel subscriptions you no longer use to save money.


"You don't have a money problem. You have a money management problem."

Popular Financial Quote


asset & liability


Savings Tracker

Save money for large purchases in the future

notion savings tracker template

  • Avoid Financial Stress: Plan ahead for large purchases like home down payments, weddings, or vacations without breaking the bank.

  • Smart Calculation: Clearly see how much you've saved for each fund and how much more you need.

  • Goal Progress: Easily track your savings goal with a visual progress bar that keeps you motivated.


Investment Tracker

See how you're growing your money

notion investment tracker template

  • Asset Tracker: Keep track of all your investment assets in one place and monitor their statuses.

  • Gain & Loss: Track the current market value of your investments and monitor your gains and losses across investment assets.

  • Status: Track the status of each investment, whether active, sold, or pending.


Loan Tracker

Pay off your debts and achieve financial freedom faster

notion debt tracker template for tracking loans

  • Loan Tracker: Track everything from student loans, business loans, auto loans to mortgages.

  • Payoff Countdown: See exactly when and how much more you need to pay off your debts.

  • Balance Monitoring: Track the remaining unpaid balance for each loan and monitor your progress in reducing debt!


"Easy to use, even for beginners. For advanced Notion users, you will love the integrated databases."

George


performance


Monthly & Yearly Report

Automated financial health report

notion personal finance report template

  • Snapshot: Monitor your total income, expense, cashflow, and savings rate throughout your life.

  • Automated Reports: View your financial performance with auto-generated monthly and annual reports.

  • Spot Trends: Understand your spending and earning patterns and make adjustments to improve your finances.


Income & Expense Breakdown

See where your money is going

notion expense and income tracker

  • Income Insights: See exactly where your income is coming from based on various income sources.

  • Expense Insights: Track where your money is going across various spending categories.

  • Review: Dive deeper into your category spending habits by This Month, This Year, or a Custom Year.


Financial Goal Tracker

Financial goal tracking made simple

notion goal tracker for personal finance

  • Money Goals: Whether it's an income goal, savings goal, investment goal, or debt payoff goal.

  • Calculator: Use the Notion calculator to estimate how much you can save and allocate for different goals.

  • Progress Bar: Visualize your progress towards your financial goals and see how much more you need to achieve them.


Net Worth Tracker

Stay motivated to achieve your financial freedom

notion finance template net worth tracker

  • Asset Tracker: Automatically calculate all your assets, such as savings, investments, cash and more.

  • Liability Tracker: Automatically calculate all your liabilities, such as debts, loans, mortgages, etc.

  • Net Worth: Visualize your net worth and stay motivated to achieve your financial freedom!


"Everything I need for my personal financial records is searchable and retrievable at anytime!"

Stephanie Marie


receipt manager


Receipt Tracker

Search all your past records with ease

notion receipt tracker template

  • Receipt Tracker: A searchable tool to keep track of important receipts for future reference.

  • Categorization: Easily find receipts by categories such as subscriptions, insurance, utilities, and loans.

  • Tax Receipts: Access past payment records and obtain tax-deductible receipts for tax deduction purposes.


in summary


notion finance template

What Is Included?

The Template

Template link for the Ultimate Notion Finance Dashboard.

Video Instruction

Watch the 20-minute onboarding video guide to get started.

Online Portal

Where the template link and video instructions are contained.

Buy Once, Use Forever

Ultimate Finance Dashboard

$37

Price increases up to $57 without notice

One-Time Payment


  • All-in-one integrated finance dashboard

  • Automated calculations & formulas

  • Numbers will update in real-time

  • Video instructions are provided to help you get started easily

  • Instant access & duplicate after purchase

  • 1:1 Notion Consultation Session

By proceeding, you authorize Clarity Mastery (THE BUILDER LAB) to charge your payment method for the listed amount on the checkout page in USD. 🔐 Payments securely processed by Gumroad Inc. Your credit card statement may display GUMROAD INC or THE BUILDER LAB for this transaction.

Notion Consultation

$150

Add-On Purchase without template

60 Minutes Per Session


  • On-demand live Notion templates creation

  • Get help to create your dream dashboard

  • Organize your life and work in Notion

  • The Zoom video will be sent to you after each consultation session

  • Only 4 spots available each month

  • Ultimate Finance Dashboard Template

By proceeding, you authorize Clarity Mastery (THE BUILDER LAB) to charge your payment method for the listed amount on the checkout page in USD. 🔐 Payments securely processed by Gumroad Inc. Your credit card statement may display GUMROAD INC or THE BUILDER LAB for this transaction.

How It Works

Add to Cart

Click on the purchase button and proceed to checkout. A receipt will be sent to your email for reference.

Access

After purchase, you'll be redirected to the online content portal containing the template.

Duplicate

Login to your Notion account. Click on the template link and duplicate to your Notion workspace.

Frequently Asked Questions

1. What is Notion?

Notion is an all-in-one tool that combines note-taking, spreadsheets, and documents. It's like using Microsoft Word, Excel or Google Sheets, but it makes things more exciting by turning boring documents into visually engaging and clickable layouts. You can easily duplicate any publicly shared Notion templates and customize them to suit your needs.

2. Do I need a Notion account to get started?

Yes. If you don't have a Notion account, you can create one for free. If you already have a free Notion account, you can easily duplicate this template to your workspace. There's no need to upgrade your Notion plan to use this template.

3. What does the video tutorial cover?

We've recorded a 20-minute video to help you get started. This video is specifically designed for getting you familiar with the initial setup in the Ultimate Finance Dashboard. However, please note that it is not intended to be an in-depth Notion training video.

4. Is this for Beginner or Advanced Notion user?

This finance tracker is perfect for all levels of Notion users. Beginners can watch the included video instruction to get started easily. Advanced Notion users will appreciate the integrated relational databases, which they can modify on their own to fit their needs.

5. Do you have a refund policy?

Unlike physical items (e.g. shoes, clothes), this purchase is a digital product with instant access. Once you have gained access to any of the materials, there will be no refunds, exchanges, or cancellations. By making a purchase, you agree to these terms, acknowledging that you've done your due diligence.

6. Can I make changes on these templates?

Yes. After your purchase, you can copy this template into your Notion workspace. Once copied, you can make any changes to the layout and records as you wish.

7. Will my Notion records remain private?

Yes. Unless you choose to publish and share the pages publicly, all of your data entry and records will be visible just to you.

8. Can I use this template on my mobile or tablet?

Yes. To access the template on your mobile device, simply download the Notion app from the App Store (iOS) or Google Play Store (Android), log in to your Notion account, and start tracking your finances on the go.

9. Can I purchase a single template from the bundle?

No. The Ultimate Finance Dashboard is a complete system, not just a standalone template. All pages are fully integrated to provide an automated personal finance experience.

10. Does my purchase include a free Notion consultation?

No, but we do provide additional services. A 1-on-1 Notion consultation costs US$150 per hour, and clients can request customized Notion templates to be created during a live Zoom call.

Master your personal finance today

Build better money 💰 habits and achieve your financial goals faster

notion personal finance tracker template download

Buy Once, Use Forever

Ultimate Finance Dashboard

$37

Price increases up to $57 without notice

One-Time Payment


  • All-in-one integrated finance dashboard

  • Automated calculations & formulas

  • Numbers will update in real-time

  • Video instructions are provided to help you get started easily

  • Instant access & duplicate after purchase

  • 1:1 Notion Consultation Session

By proceeding, you authorize Clarity Mastery (THE BUILDER LAB) to charge your payment method for the listed amount on the checkout page in USD. 🔐 Payments securely processed by Gumroad Inc. Your credit card statement may display GUMROAD INC or THE BUILDER LAB for this transaction.

Notion Consultation

$150

Add-On Purchase without template

60 Minutes Per Session


  • On-demand live Notion templates creation

  • Get help to create your dream dashboard

  • Organize your life and work in Notion

  • The Zoom video will be sent to you after each consultation session

  • Only 4 spots available each month

  • Ultimate Finance Dashboard Template

By proceeding, you authorize Clarity Mastery (THE BUILDER LAB) to charge your payment method for the listed amount on the checkout page in USD. 🔐 Payments securely processed by Gumroad Inc. Your credit card statement may display GUMROAD INC or THE BUILDER LAB for this transaction.

Notion Consultation 60 Mins

Customize Your Dream Notion Setup

Turn your dream Notion setup into reality! Book a Zoom call and let us create, design, and customize Notion templates tailored exactly to your profession, workflow, and preferences.

notion personal finance tracker template download

Custom Notion templates

Custom Notion formulas

Custom Notion workspace

Live 1:1 Notion training

Get expert help to create your dream Notion setup via live Zoom calls!

  • Create Your Dream Dashboard. Have a vision for your perfect Notion dashboard? We'll bring it to life, expanding the functionalities of your templates and organizing your life and work seamlessly.

  • Custom Notion Templates. Get customized templates created in real-time to suit your specific needs. Whether it's for personal use or work, we'll design a Notion dashboard that enhances your productivity.

  • Organize Your Life and Work in Notion. Learn how to structure your Notion workspace to keep everything in order. From task management to project tracking, we'll set up systems that make your life easier.

  • Receive Live Notion Training. Get hands-on training during our Zoom calls. Learn practical strategies to maximize Notion's potential and make the most out of its features.



Frequently Asked Questions:

How does it work?
After payment, you'll be taken to a Calendly link to schedule your consultation session.

Do I need a paid plan on Notion?
You can achieve basic automated calculation with custom formulas on the free Notion plan. However, if you want to use Notion buttons for more automation, you will need a paid plan (see Notion full pricing & features).

Is 60 minutes enough?
It depends on the number of pages and functionalities you'd like to incorporate. The more extensive your ideas are, the more likely it is that you'll need to book additional sessions to fully address and implement them.

How can I prepare for my session?
We'll ask you a few questions to better understand your goals and needs. Feel free to share any Notion template ideas in URL that you'd like to incorporate into your setup.


Confirm Your Booking

$150 per session for 60 mins


Please fill out the form and answer the following questions as thoughtfully as possible to help us prepare for your session.You'll then be redirected to a checkout page where you can choose to pay with debit/credit card or PayPal.After completing your payment, you'll receive a Calendly link to schedule your session. A Zoom video recording will be sent to you after each session.

By proceeding, you authorize Clarity Mastery (THE BUILDER LAB) to charge your payment method for the listed amount on the checkout page in USD. Please note that service-based items, such as video consultations, do not accept refunds. To reschedule, please notify us at least 24 hours in advance if you need to reschedule.