Smart Budget Tracker

Smart Budget Tracker – Manage income, expenses, and savings with clarity

Finally, a simple and visual system to gain full control of your personal finances.

With this template, you can track daily expenses, income, and savings funds, all the way up to a complete yearly overview. It’s designed for anyone who wants to manage their money in an organized and transparent way, without overcomplications: everything is in one intuitive and easy-to-navigate space.

What’s inside

• Homepage with quick navigation – direct access to fixed expenses, income/expense trackers, and savings funds
• Expenses Tracker – detailed log of expenses by category, payment method, and date
• Entries Tracker – keep track of salaries, freelance projects, bonuses, and other income sources
• Fixed Expenses Overview – overview of recurring costs (subscriptions, bills, etc.)
• Savings Funds – savings goals with visual progress for short- and long-term objectives
• Monthly Budgets – category budgets with automatically calculated spending percentages
• Yearly Review – annual breakdown with expense categories and linked monthly subpages

How to use

Duplicate the template into your Notion workspace and start by entering your fixed expenses and monthly budgets. Record income and expenses using the quick-action buttons and keep your savings funds updated. Each month is stored in a dedicated subpage connected to the “Yearly Review,” giving you a clear and complete overview of your finances at the end of the year. Fully functional on desktop and mobile, in both light and dark mode.