2025 Finance Hub

Your Ultimate Finance Management Tool for Notion

An upgraded version of my Budget Tracker Freebie & the tool I've been using and refining for the last year to manage my money. I've been working to turn this into a template because it has been by biggest asset in saving, investing, and just all around having a better idea of where my money is going. If you're overwhelmed by all of the spreadsheet-based budgeting templates and want something a bit more customizable, this is for you!

Important Notes:

1. All sections of this tool can be moved around according to your preferences - no broken formulas!
2. If you are in significant, high-interest debt, please use the free version! This tool does not contain any features related to debt pay-down.

What's included?

• Transaction Tracker - income, expenses, and transfers all in one place!
• Live Account Balances - update automatically as you add income & expenses!
• Spending Plan
  • Create a budget
  • Keep an eye on variable spending
  • Track monthly expenses and their due dates
• Savings Goals
• Monthly Reports & Insights
  • Long-term Save Rate
  • Annual Life Cost
  • Monthly Live Cost & Spend
  • Visual indicators for overspending

Special Features

• 1 Chart to show your overall Money Breakdown
• 4 Customizable Buttons to easily add new entries
• Toggles to hide information as needed
• "Cleanup" section for easy auditing in case you missed a necessary field

How it works:

1. Purchase the template
2. Access the template via the URL
3. Duplicate the template in Notion

You will need:

1. A device to access Notion (computer, smartphone, tablet, etc.)
2. A Notion account (this template is compatible with the free plan!)
3. Basic understanding of Notion functionality

Notes:

• This template is visually optimized for a computer, but still functions as intended on a phone or other device.
• This template can only be used with the Notion App or Notion Website.
• This is a digital download, and no physical item will be dispatched.
• All materials are intended for personal use only. No part of the content can be distributed, sold, reproduced, or utilized in any manner without the author's written permission.