Budget Tracker Dashboard | Notion Template, Instant Duplicate Link

Track accounts, categories and every transaction in Notion, see what is spent and what is left per category, flag over-budget categories and watch your savings goals fill up.

What's inside

• Accounts database with a current balance formula
• Categories database with a monthly budget, a spent rollup, a remaining formula and an over-budget flag
• Transactions database linked to Categories and Accounts: date, amount, income or expense
• Month views: transactions filtered by month (Jan and Feb 2027 included), plus a calendar
• Savings goals database with a progress bar formula
• Monthly Budget Review page

Perfect for

Anyone who wants a simple, private way to track spending by category. A tracking tool only, not financial advice.

What you get

• Notion template with an instant Duplicate link in your PDF guide
• Works on the free Notion plan, on desktop and mobile (a free Notion account is required, not included)
• Realistic sample data you can delete when you are ready
• PDF guide with the link, a short page tour and FAQ
• Personal use — do not resell or redistribute the template

How it works

1. Buy the template.
2. Get your instant download on the order confirmation page and in your email: a PDF guide with your Duplicate link.
3. Click the link, then click Duplicate. The template is now in your free Notion account.

Digital product — no physical item will be shipped. Personal use only.
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