Template preview
7
Databases
41
Properties
9
Pages

Budget Tracker Notion Template

byVT
4
a year ago, v2.19

We present to your attention a template for budget planning for the month, keeping track of all expenses and income, controlling subscriptions, fixing all wishes and tracking progress. You will always be able to view the balance of all your accounts without leaving the dashboard.

How it works?

Everything you need for daily use is located on the main page, all sections are locked to avoid confusion.

The process for entering any data is the same everywhere, just go to the relevant section from the navigation and enter it. You can tailor everything to your exact specifications, however, the database we offer will save you a lot of time and effort. It contains a vast array of information that is easily accessible and simple to use. With just a few clicks, you can quickly find and enter the data you need. Additionally, the database is regularly updated with new information, so you will always have the most up-to-date data available.

Home page

Everything you need to track expenses and income, as well as the ability to track progress on your wish list, is located on the main page.

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At the top is the navigation for all sections. Just one click and you can go to the page dedicated to this or that section.

My Wallets

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All your accounts, bank cards, cash or any other wallets are gathered in one place. When you record an expense or income, you must choose the wallet from which the withdrawal or replenishment will be made. Based on all transactions in the current wallet, the current balance will be displayed. The main thing is not to forget to specify the correct wallet.

Past month

All expenses for the current month will be displayed here. They are grouped by categories, and next to the category the amount of expenses is displayed. The more categories you have, the more detailed you can track the leakage of funds and adjust the budget.

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Active subscriptions

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We all have subscriptions of some kind, and it can be hard to keep track of them all or understand how much we are spending on them. Each subscription has a status based on the last payment date and the next one, and depending on them it shows whether the subscription is active or the payment is overdue.

Active wish list

On the main screen, you can track the progress of your Wishlist. Each line shows the date of the last replenishment and the overall progress.

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Balance per month

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For monthly spending planning, we implemented this based on categories. Each category has a field for the planned amount for the month. If you exceed this amount, the status “Over budget” will be displayed on the main screen. Otherwise, it will be “Within budget”. Additionally, the balance of the planned amount for the month is displayed next to the status.

Databases

Incomes

All receipts related to your budget are stored in the Income database. Each receipt includes a wallet, date, type (most often salary, freelance, YouTube, etc.), and amount.

For convenience, create templates for each type specifically for you.

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Expenses

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Frequently used databases, such as Expenses, must be filled out responsibly. When doing so, you must enter the amount, date, expense category, select a wallet, and provide one of the appropriate links.

There are three spending options to manage:

  1. Subscriptions: select a subscription in the Subscriptions field
  2. Wishlist: select Wishlist in the Wish list field
  3. Ordinary expenses

Wallets

All your wallets and their settings are stored in a separate database. To make it easier to find, you can search for the desired icon online. When creating a wallet, be sure to specify the initial amount if you want to keep track of it; otherwise, the purpose of the template is lost.

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Wish list

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This database stores information about all your material desires and the amount you plan to save for each one. To get started, create your first Wishlist and start paying expenses towards it.

Subscriptions

Active and expired subscriptions are stored here. To add a new subscription, simply create an entry, specify the frequency, and you're done. All other fields are linked to the expenses database and will automatically update. When paying for a subscription, simply add an entry to the expenses, indicating the relevant subscription in the Subscription field.

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Reports

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This page is not a database, but rather a reference table. All information displayed is sourced from the expenses and income databases. Both databases have two views – month and year – which display all transactions grouped by date.

Conclusion

This template was designed with personal use in mind, and has since been seamlessly integrated into our everyday lives. We've put a great deal of time and effort into creating a dashboard that is both easy to understand and visually stimulating. We've taken into account the best practices for user experience, and are committed to regularly updating the template to ensure it continues to meet the highest of standards. So, stay tuned to see what new features we'll be introducing in the future!

Properties manual

Subscriptions

Property
Type
Description
StatusFormulaif(dateBetween(prop("Next Renewal"), now(), "days") < 0, "Overdue", "Active")
Shows active or overdue payment
PeriodicitySelectPeriodicity for calculating Next Renewal
Next Renewal FormattedFormulaFor a beautiful display
Next RenewalFormuladateAdd(prop("Last Payment"), 1, if(prop("Periodicity") == "Monthly", "months", "years"))
Calculation of the date of the next payment
Last PaymentRollupA rollups from Expenses database
ExpensesRelationA relation to Expenses database
NameTextSubscription name

Wish Lish

Property
Type
Description
ExpensesRelationA relation to Expenses database
Last ActivityRollupA rollups from Expenses database to determine the last date of the money set aside
Total CollectedRollupA rollups from Expenses database
ProgressFormularound(prop("Total Collected") / prop("Amount") * 100) / 100
Percentage of money raised
AmountNumberWishlist cost
NameTextWishlist name

Wallets

Property
Type
Description
ExpensesRelationA relation to Expenses database
IncomesRelationA relation to Incomes database
Initial amountNumberThe current amount on the account before using the template
Total ExpensesRollupA rollups from Expenses database
Total IncomesRollupA rollups from Incomes database
Current balanceFormulaprop("Total Incomes") + prop("Initial amount") - prop("Total Expenses")
Calculation of the current balance based on all expenses, income and starting balance
NameTextWallet name

Expenditures

Property
Type
Description
Total Current MonthRollupA rollups from Expenses database
StatusFormulaif(prop("Left") >= 0, "Within budget", "Over budget")
Display in an understandable form of the balance for the month
Monthly BudgetNumberBudget for each month
LeftFormulaprop("Monthly Budget") - prop("Total Current Month")
Determination of the balance of money for the current month
ExpensesRelationA relation to Expenses database
NameTextName category of expenses

Expenses

Property
Type
Description
Wish listRelationA relation to Wish List database
WalletsRelationA relation to Wallets database
SubscriptionsRelationA relation to Subscriptions database
ExpendituresRelationA relation to Expenditures database
DateDateExpense date
Current Month AmountFormulaif(formatDate(now(), "YYYY-MM") == formatDate(prop("Date"), "YYYY-MM"), prop("Amount"), 0)
Determining if the spending was made this month
AmountNumberExpense amount
NameTextDescription of expense (coffee, car, etc.)

Sources of income

Property
Type
Description
IncomesRelationA relation to Incomes database
NameTextType of source of income

Incomes

Property
Type
Description
WalletRelationA relation to Wallet database
Sources of incomeRelationA relation to Source of income database
DateDateDate of receipt on the account
AmountNumberIncome amount
NameTextDescription of income (salary, salary with bonus, etc.)