Finance Tracker | Notion

Anything Worth Having Takes Time

This is the improved version of the Finance Tracker I created for myself in 2024. It’s helped me add new income streams to my arsenal, curb my impulse spending, and visualize my savings. I was able to almost double my net worth in 2024 without depriving myself of small joys—by budgeting, investing, and logging my money inflows and outflows.

I hope it can do the same for you in 2025.

What's Inside?

• Comprehensive Overviews. Track your progress with monthly, quarterly, and yearly overviews of your Income, Expenses, and Net Savings—all automatically updated when you log a new transaction.
• Net Worth Tracking. Visualize your financial growth with a clear, interactive line chart.
• Easy Logging. Simplify data entry by logging your transactions in two easy-to-use designated views.
• Income/Expenses Summaries. Categorize transactions effortlessly and analyze them by time period.
  • Income: 16 Categories + 3 Types
  • Expenses: 22 Categories + 4 Types
• Colorful Minimalist Icons. Designed by Victoruler and max.icons from Flaticon.

Exclusive Perk

• Customer/Customization Service. Have questions? New to Notion? Want a walkthrough of the template? DM me on Instagram (@winiesmoneywins)! I can also customize the template to match your aesthetic, functionality needs, or even translate it into French—just ask! (A small fee may apply for complex requests.)