Simple Finance Tracker

One clean Notion space to manage your finances, instead of multiple apps and Excel sheets.

Accounts. Income. Expenses. Budgets. Goals. Subscriptions.
The essentials of personal finance on a single dashboard.

Track Your Money

• Account Management
  
  Keep all your accounts in one place, each with its own report.
  
  

• Account Report
  
  Initial amount, total income, transfers in, total expenses, transfers out and current balance for every account.
  
  

• Income Tracker
  
  Log what comes in and which account it went to.
  
  

• Expense Tracker
  
  Log what you spend, tag it with a category and see where it goes.
  
  

• Transaction Records
  
  Move money between accounts and keep a history of every transfer.
  
  

• Quick-Add Finance System
  
  Add an account, income, expense, transaction, goal, subscription or budget with one click.

Plan Ahead

• Budget Categories
  
  Set a monthly budget for categories such as shopping, food and utilities, and see how much of each is used.
  
  

• Financial Goals Tracker
  
  Set a target for each goal and follow your progress until it’s complete.
  
  

• Subscription Tracker
  
  Keep track of your recurring subscriptions, whether they’re active and what they cost this month.
  
  

• Investment Tracker
  
  Monitor your current investments by value and your past investments by return.

See It Clearly

• Dynamic Income & Expense Graphs
  
  Charts that update as you add your data.
  
  

• Transaction Graph
  
  A donut chart of your transfers by purpose.
  
  

• Clean Minimalist Design
  
  A calm, simple layout that’s easy to use from day one.