Notion Templates
Personal Finance OS
Know where every dollar goes — budgets, savings and debt in one place.
$30
USD · one-timeOrders are handled through WhatsApp.
- Works on Notion's free plan
- Delivered via WhatsApp after payment
- One-time payment, lifetime access
- Desktop and mobile
- Start Here guide included
About this template
Personal Finance OS gives you one place in Notion for your accounts, spending, budgets, savings goals, subscriptions and debt.
Monthly budgets show how much of each category you have used and reset automatically each month, while the Money Playbook walks you through the 50/30/20 rule, a monthly review and the snowball vs avalanche debt methods.
Key features
- Accounts with live balances
- Transactions log
- Monthly budgets per category with usage bars and over-budget alerts (automatic monthly reset)
- Savings goals with the monthly amount needed
- Subscriptions with true monthly cost and renewal alerts
- Debt payoff tracker with months left
- Money Playbook: 50/30/20, monthly review, snowball vs avalanche
- Sample data
What's included
- Notion template (duplicate link)
- Start Here guide
- Sample data to show how everything works
Frequently asked questions
Do I need a paid Notion plan?
No, it works on Notion's free plan.
How do I get it?
After payment we send you a link on WhatsApp. Open the link → click Duplicate (top right) → the template appears in your Notion.
Can I change the currency?
Yes, any amount field can use your currency.
Can I customize it?
Yes, everything is editable.