Finance Planner & Tracker | Notion Template
Your finances should work for you, not against you. This easy-to-manage template is designed to help you take control of your money. Financial confidence is not just a philosophy, it’s built into our product. Track your income, outgoings, accounts, and investments. Organise, plan, strategise and make informed decisions. Create your financial plan and use your budget along with other tools to get you there. Your information is with you on all of your devices, while Notion’s security and privacy features protect your data and systems with end-to-end encryption. Beautifully laid out and easy to understand, it’s everything a finance planner should be.
Price & Compatibility
Notion has a Free Plan for individual use. Create your account here.
Our Notion tracker is optimised for Desktop/ Laptops. You can access Notion via the website or desktop application. However the function of our templates remains operational on smaller devices. Notion’s mobile app is compatible with devices running iOS 13.0+ or Android versions 7 and higher.
Download Details
Your download includes:
A PDF file wth a link to your Notion Template and user guide.
Plan & Pursue products are sold to you for your personal use only and you agree not to on-sell, resell or distribute our products to any third party without our written consent.
Digital content is unable to be returned once it has been downloaded, therefore all digital products are final sale and not eligible for a refund. Replacement requests are only accepted for faulty products or products containing bugs (incompatibility with an app or device does not apply). Please send us proof of purchase, an explanation and a screen recording or screen shot of the product for our quality assurance team. You can contact us once we have received this information we will proceed with repairing any errors or bugs and provide you with an amended replacement product.
Our products are guides and suggestions. They are not academic, career, financial, nutritional or any other type of advice. You are responsible for checking all calculations and for managing your own studies, work, finances, nutrition or any other aspects of your life that you choose to use our products for.
Finances can be complex. So when we created our finance planner, we took the opportunity to simplify the money management process. Get the most from your income. Remove the stress of finding a way to pay. Examine your own spending habits, create budgets and processes that are designed by you, for you. Make financially healthy choices. Review your monthly income and outgoings, develop better habits and take control of where your money goes. Set yourself debt-free with responsive tables designed to assist you in planning and visualising your way out of debt. Build financial confidence. Give yourself a better chance of fulfilling your aspirations by setting measurable goals to work towards.