Financial insights instantly
Analyze your personal finances effortlessly with detailed stats.
Manage your personal finances in an efficient way
Take control of your financial management. The top solution for handling your finances in Notion.
Trusted by teams and individuals at:
Useful tools
Essential tools for optimize your financial tracking.
Set financial goals
Easily track and monitor your progress toward goals.
Manage your debt effectively
Track and manage your debt payments with ease.
A complete financial snapshot
Get a detailed summary of your finances with a comprehensive dashboard.
local_cafe Standard/Essentials
bolt Advanced
Keep tabs on your money in one place
Access a variety of features built to streamline your financial monitoring.
Multiple Accounts
Explore diverse account options.Choose the accounts that fit your needs.
Income and Expense Categories
Record transactions and assign them to different expense or income categories.
Debts Tracker
Track and manage your debt payments with ease. Keep track of how much you owe and how much is owed to you.
Reports
Get autogenerated quarterly reports including all your transactions. Prebuilt template pages until 2026.Top features for you
Discover versatile tools for managing your personal finances.
Multiple Accounts
Over 20 accounts in Standard, and 50+ in Advanced.
Categories
30+ income categories and 80+ expense categories.
Reports
Automated quarterly report generation.
Budgeting
Detailed monthly budgeting by expense categories.
Debts/Loans
Simplified tracking of accounts receivable and payable.
Investor Tools
Ticker Tape Widget and Real-Time Chart by TradingView®.
Buttons
Save time with quick actions, the new feature in Notion.
Formulas 2.0
Achieve more with the powerful new Notion formulas.
Reviews
What people are saying
See why our templates are customer favorites.
I particularly liked the monthly budget progress bar feature without having to worry about assigning each transaction to a specific month (like in other templates). I can keep track of how much I've spent in each category so far.
Love it. Very helpful for tracking finances.
It comes with a ton of examples, illustrations, instructions, and videos. I spent the whole Saturday reading and exploring the functions of this template. It's really comprehensive and complete, thank you for this.
I admit that it was a bit overwhelming to use at first, but nothing too complicated when you realize there are only two types of transactions in this template. I recommend it 100%. Super useful 😍.
I loved the wishlist, it’s beautiful. My aunt told me about this template.
Aesthetically, it’s a very beautiful template. It has the unique feature of including cover images in both light and dark modes. I liked the bills and subscriptions section, thank you Flocelo.
Tyler Krefft Cybersecurity Specialist
"Ever since I started using this template, I've been more organized with my finances. Something in me changed; I was able to save more money and figure out where I was wasting it."
Pricing
One-time purchase, lifetime access
Gain lifetime access and receive unlimited updates to your chosen template.
Standard
MOST POPULAR$35 $99.99
- check_circle Incomes and expenses
- check_circle Wish List
- check_circle Loan Tracker
- check_circle Subscription Tracker
- check_circle Bills Tracker
- check_circle Reports
- cancel Neobanks
- cancel Built-in financial institutions
- cancel Investments/Stock Portfolio
- cancel TradingView Charts/Widgets
lock Payments are secure and encrypted
Essentials
MOST POPULAR$39 $49.99
- check_circle Incomes and expenses
- check_circle Wish List
- check_circle Loan Tracker
- check_circle Subscription Tracker
- check_circle Bills Tracker
- check_circle Reports
- check_circle Neobanks
- check_circle Built-in financial institutions
- cancel Investments/Stock Portfolio
- cancel TradingView Charts/Widgets
lock Payments are secure and encrypted
Advanced
MOST POPULAR$49 $79.95
- check_circle Incomes and expenses
- check_circle Wish List
- check_circle Loan Tracker
- check_circle Subscription Tracker
- check_circle Bills Tracker
- check_circle Reports
- check_circle Neobanks
- check_circle Built-in financial institutions
- check_circle Investments/Stock Portfolio
- check_circle TradingView Charts/Widgets
lock Payments are secure and encrypted
FAQs
Frequently Asked Questions
Got questions about Notion or this template? Here, we've compiled answers to some commonly asked queries.
What is the difference between Finance OS and Finance Tracker?
The main difference is that any version of Finance OS includes a Debt Tracker, a Loan Tracker, and a Cash Flow Explorer. Additionally, the Advanced version has a Stock Portfolio. These features are not available in the Finance Tracker Extended.
What is the real difference between the versions of this template?
When you purchase any version, you will have access to 10 Finance OS templates with different currencies, so you can use the one that suits you best or use multiple at the same time.
The Standard version includes 33 accounts in total, which cover bank accounts, payment platforms, cryptocurrency platforms, savings accounts, cash, credit cards, and e-commerce platforms. The Standard version does not include Neobanks.
The Essentials version includes 50 accounts in total, including all accounts in the Standard version, plus 9 accounts from the most popular financial institutions and 8 Neobank institutions. The Essentials version does include Neobanks.
The Advanced version includes 60 accounts in total, including all accounts in the Essentials version, plus 11 accounts from the most popular financial institutions in America/Europe and 16 Neobank institutions. The Advanced version also includes Neobanks and a Stock Portfolio with TradingView widgets to track stock prices and performance.
Regardless of the version you choose, you will receive over 120 cover images with some of the most popular financial institutions in America and Europe. Additionally, you will receive the respective icons of these institutions in .svg format.
The cover images are in .png format.
Which currencies does this template include?
- US Dollar USD ($)
- Brazilian Real BRL (R$)
- Euro EUR (€)
- British Pound Sterling GBP (£)
- Canadian Dollar CAD (C$)
- New Zealand Dollar NZD (NZ$)
- Australian Dollar AUD (A$)
- Mexican Peso MXN ($)
- Polish Złoty PLN (zł)
What if I don't know how to use some features of the template?
The template includes an internal user guide with sections and chapters, as well as videos showing the steps to follow.
Additionally, if you choose the Advanced version, it provides a step-by-step guide on how to create your own pie chart using a free external service to Notion.
You can always contact me here or send me an email at flocelonotion@gmail.com
How will I get access to it?
After purchase, you will receive links that will direct you to the Notion Finance OS templates. Simply duplicate the template to your Notion workspace, and you're ready to start using it!
Does the template work with the free Notion version?
Absolutely! You can use this template with the free version of Notion without any issues.
Will I receive new versions or updates of this template?
Yes, you will receive future versions and updates of this template at no additional cost.
Start Tracking Your Finances Today
Get immediate access to Notion Finance OS. Set up in 3 minutes, easy to use, and no prior Notion knowledge required.
Limited Time Offer!
Flocelo
Notion Certified
Creator
I’ve helped over 10,000+ individuals worldwide become more organized and boost their productivity with Notion.
Similar Templates
Browse related templates
Advanced tool for personal and business financial management.
