The Notion Finance Template That Updates Itself
A Notion template that tracks your budget, expenses, and net worth automatically, with real-time asset prices, multi-currency support, and charts built right in.
Loved by the community
More Than a Template
Everything you'd expect from a budget template, plus features only software can provide
Budget tracking, expense categories, and net worth come built in. But unlike other templates, these features update automatically through a custom backend.
- Real-time asset pricesStock, crypto, and ETF prices update automatically. Your portfolio value is always current.
- Auto-generated chartsNet worth, cash flow, and investment charts are embedded in your Notion pages. Custom-built, so they work on free Notion accounts with no limits.
- Recurring transactionsBills and subscriptions are added automatically on schedule. No manual entry needed for recurring transactions.
- Multi-currency supportTrack accounts and budget in different currencies. Reports convert everything to your preferred currency automatically.
With Notion Finance Tracker:
Set a budget. Track it automatically.
Create monthly budgets for any category, set spending limits, and watch progress update as you add transactions. Supports income, expenses, and savings goals across multiple currencies.
Comprehensive account and transaction types
Track diverse financial accounts and transactions in one place. From savings to investments, credit cards to loans, easily manage and categorize every financial move you make.
Quick transaction recording interface for mobile
Add transactions in seconds with a personalized webpage that connects directly to your account and is blazingly fast. Create multiple quick links with different default values.
Track your net worth and investments
Track a wide range of investments and assets directly in Notion. From stocks and crypto to real estate and vehicles, keep tabs on your entire portfolio value in real-time.
Graphs and charts, right inside Notion
View your net worth, cash flow, and investment distribution through interactive graphs and charts embedded in your Notion workspace.
How We Compare
See how we stack up against alternatives:
| Feature | Notion Finance Tracker | Free Notion Templates | Premium Notion Templates | Standalone Apps |
|---|---|---|---|---|
| Real-time asset prices | ||||
| Multi-currency support | ||||
| Automated net worth & investment tracking | ||||
| Budget management | ||||
| Custom charts and graphs | ||||
| One-time payment (no subscription) | ||||
| Under 1 minute setup | ||||
| Works inside Notion |
Pricing
Pay Once, Use Forever
One-time payment, lifetime access and updates. Not happy? Email me within 7 days for a full refund.
7-day money-back guarantee
Notion Finance Tracker
$29
- All-in-one financial dashboard
- Real-time net worth tracking
- Multi-currency support
- Simple yet powerful budgeting
- Reports with graphs and charts in Notion
- Lifetime access and updates
Hi, I'm Yusuf, the creator of this finance tracker.
I built this because I couldn't find a tool that did what I wanted: track my net worth and budget inside Notion, with real-time asset prices and clear visualizations.
I tried YNAB, Monarch, Mint, spreadsheets, and premium Notion templates. None of them worked the way I needed. So I built my own.
This is for people who want clarity in their finances without the fuss. I hope it serves you as well as it has served me.
Frequently Asked Questions
For any other questions, reach out via the chat bubble in the bottom right corner.
Yes. If you're not happy, email me within 7 days of purchase for a full refund. No questions asked.
You sign in with Google, make the one-time payment, and duplicate the template to your Notion workspace. Then you connect the template to the app, and it starts working immediately. Prices update, charts generate, and recurring transactions get created. Takes about a minute.
Yes. The template works fully on free Notion accounts, including all charts and graphs (which are custom-built, so they bypass Notion's chart limits).
Yes, this template supports multi-currency tracking. You can create accounts in any currency and also get your reports in the currency you prefer.
No coding skills or advanced knowledge is required at all. The template is built to be simple and intuitive.
No. You need to input your transactions manually inside your Notion workspace.
Absolutely! You should keep the databases page as is but other than that, you can fully customize your views or how your dashboard looks to suit your needs.
The charts are custom-built and update automatically. While not customizable, they're designed to show exactly what matters for your finances. If you have feedback, let me know.
Our app integrates securely with Notion by requesting limited access only to our specific template in your workspace. It uses Notion's official API to perform necessary updates like creating recurring transactions, updating asset prices in real-time, and generating custom graphs. All operations occur within your Notion workspace, ensuring data privacy. You retain full control and can revoke access at any time through your Notion settings.
Yes, I do provide ongoing support. If you encounter any issues or have questions, you can reach out to me via the chat bubble in the bottom right corner of this page.
Take control of your finances in Notion
Set up in under a minute. $29 one-time, lifetime access. 7-day money-back guarantee.