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Finance & Money Tracking Dashboard

The Finance & Money Tracking Dashboard in Notion is designed for people who want a clear, simple way to understand their money without relying on complicated budgeting apps or spreadsheets.

This dashboard helps you track expenses, monitor income, and manage multiple accounts in one organized Notion workspace. Instead of guessing where your money goes, you can see daily spending patterns, account balances, and income sources at a glance.

Built for consistency and clarity, this Notion finance dashboard supports better financial awareness over time — helping you make informed decisions based on real data, not assumptions.


What This Dashboard Helps You With

  • Tracking daily expenses in a structured way
  • Understanding spending patterns and habits
  • Managing multiple accounts (bank, savings, wallet, etc.)
  • Recording income from salary, side hustle, or freelance work
  • Keeping your financial information centralized in Notion
  • Building a sustainable money-tracking habit without pressure

What’s Included

  • Daily Spending Overview
    A visual chart that shows how your spending changes over time, making trends easy to notice.
  • Account Overview
    Automatically calculated balances showing total income, total expenses, and current balance per account.
  • Expense Tracker
    Categorized expense entries to help you understand where money is being spent.
  • Income Tracker
    A simple way to log different income sources in one place.
  • Fully Customizable Notion Setup
    You can edit categories, accounts, and layouts to fit your personal or work finances.

Who This Is For

This Notion finance dashboard is suitable for:

  • Students tracking allowances, part-time income, or savings
  • Working professionals who want a clearer view of their spending
  • Freelancers or side hustlers managing multiple income sources
  • Anyone looking for a simple money tracking system in Notion
  • People who prefer awareness and clarity over strict budgeting rules

FAQ

Is this a budgeting template or a tracking system?
It’s primarily a finance and expense tracking dashboard focused on awareness, not strict budgeting rules.

Do I need Notion Pro?
No. The dashboard works with the free Notion plan.

Can I customize this dashboard?
Yes. All databases, categories, and views are fully editable.

Does this connect to my bank automatically?
No. Entries are manual to encourage intentional tracking and better awareness.

Can I use this on mobile?
Yes. The dashboard works on desktop and mobile through the Notion app.

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A simple Notion finance dashboard to track expenses, income, and accounts in one place — designed for clarity, awareness, and consistent money tracking.

Access
Lifetime
Version
3.0
Updates
Included
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