Personal Finance Dashboard — Notion Template

See where your money goes. No spreadsheet required.

You don’t need a 47-tab Excel file to manage your money. The Personal Finance Dashboard gives you clean visibility into income, expenses, savings goals, and net worth — all in Notion.

• Track income and expenses with simple categorization — see monthly trends instantly
• Set savings goals and watch your progress update automatically
• One dashboard view for your complete financial picture

Works on Notion’s free plan. Ready in 2 minutes.