Managing personal or business finances can feel overwhelming, especially when you’re juggling multiple accounts, tracking savings goals, and keeping tabs on income and expenses. Spreadsheets work, but they’re often clunky and lack the flexibility modern tools offer. That’s where Notion comes in—a powerful workspace that lets you build custom solutions like a finance tracker tailored to your needs. If you’re ready to take control of your money, our video tutorial at Grizzly Templates walks you through creating a Notion finance tracker step-by-step. In this watch page, you’ll find a detailed breakdown of the process shown in the video, covering how to organize accounts, set savings goals, track income and expenses, manage budgets, monitor subscriptions, and even generate automated reports—all within Notion. Let’s dive into this game-changing setup and see how it can simplify your financial life.
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Notion stands out as a go-to tool for creators, students, and professionals because of its versatility. Unlike rigid budgeting apps, it lets you design a system that fits your exact preferences. Want a dashboard showing your monthly budget next to your savings progress? Notion can do that. Need a quick way to see all your subscriptions in one place? It’s possible. The video tutorial on this page demonstrates how to harness Notion’s databases, formulas, and layouts to build a finance tracker that’s both practical and visually appealing. By following along, you’ll create a centralized hub to manage every aspect of your finances, saving time and reducing stress. Plus, since it’s cloud-based, you can access it from anywhere—your phone, laptop, or tablet.
The tutorial video embedded below is a complete guide to building your Notion finance tracker from scratch. Here’s what it covers:
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1. Setting up a database for tracking multiple accounts (checking, savings, credit cards).
2. Creating a savings goals section to monitor progress toward targets like an emergency fund or vacation.
3. Building an income and expenses log to see cash flow at a glance.
4. Designing a budget planner to allocate funds and avoid overspending.
5. Organizing a subscriptions tracker to manage recurring payments.
6. Adding automated reports with Notion formulas to summarize your financial health.
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Whether you’re a Notion beginner or a seasoned user, this guide has you covered.
Let’s break down the process shown in the video. You can follow along with the embedded tutorial or use this text as a reference.
Step 1: Set Up Your Main Dashboard
Start by creating a new page in Notion called “Finance Tracker.” This will be your hub. In the video, I show how to add a clean layout with sections for each financial component. Use text blocks or columns to label areas like “Accounts,” “Savings Goals,” “Income & Expenses,” “Budgets,” “Subscriptions,” and “Reports.” A simple tip from the tutorial: add icons (Notion’s built-in emoji library works great) to each section for visual clarity—think a bank icon for accounts or a piggy bank for savings.
Step 2: Create an Accounts Database
Next, build a database to track your accounts. In the video, I demonstrate selecting the “Table” view and naming columns: “Account Name,” “Type” (e.g., checking, savings), “Balance,” and “Last Updated.” Enter your real accounts—like “Chase Checking” or “Capital One Savings”—and update balances manually or link to a bank app if you prefer (though the tutorial keeps it simple with manual entry). The beauty here is seeing all your account totals in one spot, which the video highlights with a quick scroll through a sample setup.
Step 3: Build a Savings Goals Tracker
Savings goals keep you motivated, and Notion makes them easy to track. The tutorial shows how to create another table database titled “Savings Goals.” Add columns like “Goal Name” (e.g., “Emergency Fund”), “Target Amount,” “Current Amount,” and “Progress.” In the video, I walk through adding a formula to calculate progress—divide “Current Amount” by “Target Amount” and multiply by 100 for a percentage. For example, if your emergency fund goal is $1,000 and you’ve saved $400, Notion shows 40% complete. This visual cue, as shown on-screen, keeps you on track.
Step 4: Log Income and Expenses
Cash flow is the heartbeat of any finance tracker. In the video, I set up a single database called “Transactions” with columns: “Date,” “Description,” “Category” (e.g., Salary, Groceries), “Amount,” and “Type” (Income or Expense). Use a dropdown for “Type” to filter easily later. I demonstrate entering sample data—like a $2,000 paycheck as income and a $50 grocery bill as an expense. The tutorial then shows how to use Notion’s “Filter” feature to view only income or expenses, giving you a clear picture of money in versus money out.
Step 5: Design a Budget Planner
Budgets help you control spending, and the video guides you through creating a “Budgets” table. Columns include “Category” (e.g., Rent, Entertainment), “Allocated Amount,” “Spent,” and “Remaining.” I show how to manually enter your monthly limits—like $1,200 for rent—and track spending as you go. A handy trick from the tutorial: add a formula for “Remaining” by subtracting “Spent” from “Allocated Amount.” So, if you allocate $200 for dining out and spend $150, Notion shows $50 left. The video emphasizes keeping this updated for real-time insights.
Step 6: Track Subscriptions
Recurring payments can sneak up on you, so the tutorial includes a “Subscriptions” database. Columns are “Service” (e.g., Netflix), “Cost,” “Billing Cycle” (Monthly, Yearly), “Next Due Date,” and “Notes.” I walk through adding examples like a $15 Netflix fee due monthly and a $120 annual software bill. The video highlights sorting by “Next Due Date” to see what’s coming up, helping you avoid surprises. This section ties into your budget, as you can cross-check subscription costs against your allocated amounts.
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Ready to build this yourself? Check out the embedded video above. It’s a step-by-step walkthrough of everything described here, with real-time visuals of creating each database and tweaking settings. Pause and replay as needed—Notion’s interface is intuitive, but seeing it in action helps
