Finance Navigator: A Personal Finance Tracker

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Level Up Your Financial Management with the Finance Navigator: A Personal Finance Tracker

Get your finances under control with Notion's 3 tiers of money management templates.

The Free Starter Template provides essential tracking of your monthly income, expenses, and yearly totals. If straightforward budgeting is all you need, this no-frills template has you covered.

For more robust features, upgrade to the Paid Plus Template. This option includes everything in the Starter version plus calendar views, a document hub to store financial records,a goal tracker, easier access to make entries and an overview dashboard. Get an at-a-glance look at your financial situation.

The ultimate package is the Plus with the Crypto Dashboard. Along with all the powerful features in the Plus version, you also get a dedicated crypto dashboard to effortlessly track your portfolio and trading activities. Monitor coin purchases, sales, profits/losses, and more.

Key Benefits to the upgraded templates:

  • Income, expense, and budget tracking
  • Monthly, yearly, and calendar views
  • Central document storage for receipts and statements
  • Financial dashboard for big picture insights
  • Crypto portfolio tracker with profit/loss calculations

Escape money chaos and reach your financial goals faster with Notion's templates. Thoughtfully designed features provide clarity and control over your finances and investments.

The included setup guides ensure you'll be up and running smoothly. Take the guesswork out of money management and level up your financial game with Notion today!

Which template fits your needs? Supercharge your financial tracking now.

This template is only compatible with the Notion app and Notion.So (website). You can create a free account with Notion and duplicate the template to your dashboard! That will take you less than 5 minutes. Sign up for a Notion account on this link if you don't have one yet:


  • You cannot resell this as a PLR product. You cannot transfer to anyone the resell rights.
  • As our products are digital items, we are unable to issue refunds due to their nature. We appreciate your understanding in this matter.

How to access your template?

After purchase, you'll receive a link to duplicate the Notion template to your workspace.

We'd also love to hear your feedback.

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Finance Navigator: A Personal Finance Tracker

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I want this!