Minimalist Personal Finance | Notion Template for Money Management
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David RodrĂguez
🌿 Minimalist Personal Finance: Notion Template
Take control of your money without stress. This minimalist Notion template helps you track your income, expenses, budget, and savings goals—all in one clean and simple dashboard.
Why you’ll love it:
- 💵 Automatic Monthly Balance – see your money at a glance.
- 🍽️ Expenses by Category – know exactly where your money goes.
- 📋 Simple Budget Tracker – set limits for each category and keep on track.
- 🎯 Savings Goals with Progress Bars – stay motivated and see your goals grow.
- 🕒 Quick & Easy to Use – minimal setup, no complicated formulas.
How it works:
- Log your movements in Transactions.
- Check your Monthly Balance and expenses by category.
- Fill in your Budget (optional) and adjust it monthly.
- Update Goals whenever you add savings.
Tip: duplicate this template before starting to keep a clean original copy.
Perfect for:
- Beginners who want to finally get control of their finances.
- Anyone who loves simple, clean dashboards without clutter.
- People who want motivation to save with visual progress bars.
FAQs
-
What is Notion?
Notion is a single, customizable, cloud-based workspace for note-taking, project management, and information organization, effectively combining wikis, documents, and databases into one platform. Get it for free, here -
How to download the template?
Open the template link, then click "Duplicate" on the top right corner to duplicate it to your workspace. -
How can I contact you for custom solutions?
Send me an email with your needs to dd.roz.m@gmail.com
You'll get a Notion template which you can duplicate
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