Aug 6, 2025

Aug 6, 2025

Notion
Notion

How to Organize Your Financial Life in Notion

How to Organize Your Financial Life in Notion

How to Organize Your Financial Life in Notion

How to Organize Your Financial Life in Notion

The Best Notion Finance Tracker
The Best Notion Finance Tracker
The Best Notion Finance Tracker
The Best Notion Finance Tracker

Managing money isn’t about math — it’s about visibility.

And if you still use scattered sheets, disconnected apps, or your memory to track finances… You don’t have visibility.

Here’s how to build a full financial system inside Notion, structured, connected, and built to scale with your life.

1. Accounts



Start with an Accounts database:

  • Name

  • Type (Bank, Cash, Credit, etc.)

  • Current balance (automatically updated)

All income, expenses, and transfers update these balances directly. This is your foundation.

2. Income Categories



Create an Income Categories database:

  • Category name (e.g., Job, Business, Side hustle)

  • All Time Income Property (How much money you made related to this category)

Each income entry will relate to a category for filtering and monthly insights.

3. Income



Create the Income database:

  • Title

  • Amount

  • Date

  • Linked Account

  • Linked Income Category

When logged, the amount is added to your account’s balance.

4. Budget Categories



Set up a Budget Categories database:

  • Category name (e.g., Food, Cloths, Home)

  • Monthly budgeted amount

This is used for budgeting analysis.

5. Expenses



Create the Expenses database:

  • Title

  • Amount

  • Date

  • Linked Account

  • Linked Budget Category

Each expense reduces the account balance and counts toward the monthly budget.

6. Subscriptions



Create a Subscriptions database:

  • Name

  • Cost

  • Frequency

  • Start date

  • Automated End Date (use Notion automation feature)

  • Status

  • Linked Account

To track subscriptions inside each month, you’ll need:

  • Advanced formulas

  • A third-party "Month" database
    This makes it possible to auto-calculate active subscription costs monthly without manual work.

7. Month Tracker



Build a Month database:

  • One entry per month (repeatable forever)

  • Connected to Income, Expenses, and Subscriptions

  • Shows total income, expenses, net balance, and budgeting progress

Use Notion Repeat feature to create a new month page at the start of each month (Note: You've to name the month manually)

8. Debts & Savings Goals



Both Debts and Savings Goals are treated as special account types.

They live inside your Accounts database — but with specific added fields:

  • Target amount

  • Saved amount (tracked via transfers)

  • Progress (% formula)

To contribute toward these, you simply transfer money from a real account to the goal/debt using the transfer database (below).

9. Transactions



Create a Transactions / Transfers database:

  • From account

  • To account

  • Amount

  • Date

Used for internal transfers between bank accounts, savings goals, and debt payments.
Balances are updated automatically.

10. Finance Profile



Build a Finance Profile to summarize:

  • Total income (all-time)

  • Total expenses (all-time)

  • Net balance

  • Net worth

  • All account balances

Everything in one view.

11. Dashboard (Build Last)



Once all systems are connected, build your Finance Dashboard:

  • Monthly summary

  • Accounts Balance overview

  • This Month's Income, expenses, taxes, subscriptions…etc

  • Graphs, filters, and progress

This is the interface you’ll use daily.

Most people never fix their finances.

Not because they don’t care — but because it’s too hard to see the truth.

They avoid their numbers. They guess. They hope.

And years pass in silence.

You can try building this system yourself — or skip the frustration and start with Finance Brain, already structured, automated, and connected.

It’s not just a template. It’s the difference between watching your money fade…And finally, taking control.

🔗 Check Finance Brain →

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OLSNOTION

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OLSNOTION

When you join my email list, it’s not just about free products or premium offers. Every time my email pops up, you know it’s packed with value, something to elevate your day beyond anything else

© 2025 OLSNOTION. All rights reserved.

OLSNOTION

When you join my email list, it’s not just about free products or premium offers. Every time my email pops up, you know it’s packed with value, something to elevate your day beyond anything else

© 2025 OLSNOTION. All rights reserved.

OLSNOTION

When you join my email list, it’s not just about free products or premium offers. Every time my email pops up, you know it’s packed with value, something to elevate your day beyond anything else

© 2025 OLSNOTION. All rights reserved.