Notion is revolutionizing how people manage their finances, offering a dynamic and visually engaging alternative to traditional spreadsheets. With its highly customizable templates, Notion can help you effortlessly track your income and expenses, visualize your spending habits, and achieve your financial goals. In this article, we’ll explore seven of the best Notion budget templates for 2025, catering to both novice and experienced budgeters.
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Best Notion budget templates at a glance
| Template name | Author | Highlight |
|---|---|---|
| Monthly Budget | Notion | Simple and clear overview of monthly income/expenses |
| 50/30/20 Budget Tracker | Raiu Rajamoney | Implements 50/30/20 budgeting rule |
| Personal Financial Planner | AnthonyToday | Automated date and tax logging |
| Budget Tracker – RyanOS | Notion for Everyday Things | Dynamic budget widget |
| Simple Budget | Notion | Includes budget breakdown pie chart |
| Student Budget Tracker | Notion | Tailored for students |
| Simple Travel Budget Planner | Kevin | Pre-loaded travel budget categories + travel tips |
What are the benefits of a budget template?
Budget templates provide a structured framework for managing your finances, offering a range of benefits that simplify the process and empower you to make informed financial decisions. Here’s why using a budget template can be a game-changer:
- Clarity and organization: Templates provide a clear overview of your income and expenses, helping you understand where your money is going.
- Goal setting: With a visual representation of your finances, setting realistic financial goals and tracking your progress is easier.
- Reduced stress: Taking control of your finances reduces financial anxiety and provides peace of mind.
- Improved spending habits: By tracking your expenses, you become more aware of your spending patterns and can identify areas for improvement.
- Increased savings: Budgeting helps you prioritize saving and allocate funds towards your financial goals.
- Time-saving: Templates automate many aspects of budgeting, freeing up your time for other priorities.
How did we choose the best Notion budget templates
We considered several key factors to curate this list of the best Notion budget templates, such as:
- Ease of use: We prioritized templates that are intuitive and user-friendly, even for Notion beginners.
- Customizability: We looked for templates that offer flexibility in tracking income, expenses, and financial goals.
- Visual appeal: Aesthetics matter! We favored templates with clean designs and clear visualizations that make budgeting more engaging.
- Features: The templates should have the expected features, such as monthly incomes and expenses section, quarters, categories, and breakdowns.
- Cost: While many Notion budget templates are free, some come with a price tag. We have included only free templates because they already offer all the necessary features without spending a cent.
1. Monthly budget
👤 Author: Notion
⭐ Highlight: Simple and clear overview of monthly income and expenses
This official template by Notion provides a straightforward approach to budgeting with separate tables for tracking income and expenses. It automatically calculates totals for both categories, giving you a quick snapshot of your monthly financial flow. While it lacks advanced features like goal setting or debt management, its simplicity makes it a great starting point for beginners.
2. 50/30/20 budget tracker
👤 Author: Raiu Rajamoney
⭐ Highlight: 50/30/20 budgeting rule
This template helps you follow the 50/30/20 budget rule, allocating your income to needs (50%), wants (30%), and savings/debt repayment (20%). It provides a structured system for tracking expenses within each category, promoting mindful spending and financial stability. The template is ideal for those seeking a simple yet effective budgeting framework.
3. Personal Financial Planner
👤 Author: AnthonyToday
⭐ Highlight: Automated date and tax logging
Effortlessly track your income and expenses with this personal finance template. It automatically records the date of each transaction and prompts you to allocate funds for taxes, ensuring accurate and up-to-date records. The monthly earnings section on the left, along with your expenses on the right, make it a visually organized template to control your finances.
4. Budget Tracker – RyanOS
👤 Author: Notion for Everyday Things
⭐ Highlight: Dynamic budget widget
This budget tracker combines expense and income management in one location and features a dynamic budget widget for real-time monitoring of your financial status. The template empowers you to stay on track, maintain financial stability, and achieve your goals with confidence. Having all your cash inflows and outflows in a visual form always helps your organization.
5. Simple Budget
👤 Author: Notion
⭐ Highlight: Visually appealing with a budget breakdown pie chart
This template offers a more comprehensive budgeting experience compared to Notion’s basic monthly budget template. It features simple yet beautiful aesthetics, including a pie chart visually representing your budget breakdown. You can track expenses by category and utilize different database views for customized analysis. While it still lacks some advanced features, this template provides a good balance of simplicity and functionality.
6. Student Budget Tracker
👤 Author: Notion
⭐ Highlight: Specifically designed for students to track and manage expenses
Manage your finances effectively with this student-focused budget template. It simplifies income and expense tracking, automatically calculates remaining funds, and promotes responsible spending habits. Ideal for students seeking a dedicated tool to navigate their finances throughout the school year.
👉 Discover more: 22 Best Notion Templates for Students
7. Simple Travel Budget Planner
👤 Author: Kevin
⭐ Highlight: Plan and manage your travel budget with ease
Plan your dream vacation without breaking the bank. This template simplifies travel budgeting with features like automatic currency conversion, pre-loaded spending categories, and a handy packing list. It also includes bonus travel tips and a guide to saving money on your adventures. A valuable resource for any traveler!
Conclusion
Notion offers a powerful and flexible platform for budgeting, with a wide array of templates to suit diverse needs and preferences. From simple expense trackers to visually engaging budget planners, there’s a template out there to help you take control of your finances and achieve your financial goals.
Want to further enhance your Notion budgeting experience? Consider using 2sync to integrate your Notion budget seamlessly with other essential tools. Sync your financial goals with your Google Calendar, connect your spending tracker with your Todoist tasks, and streamline your financial management like never before.
