![]() ![]() If your situation is different, you may want to tweak the sheet for your own needs. This template is one of the easiest and aesthetic to use. View your expenses in a variety of ways and. Budget Planning Template: Notion Budget-Planning Template This notion budget template is one of the best budget tracking options out there for personal use. My data and formulas use this fact when making calculations. Keep track of your expenses and reach your financial goals with this simple and user-friendly budget template. Select 'Table' from the menu under the database and enter in the account name, amount, subtype, and credit limit if applicable. As such, it makes some assumptions with its data – I’m a US-based single taxpayer living in Colorado. To start with a basic budget template, we will want to create an accounts table. The template is simply a copy of the tool that I use for my own financial planning. It comes ready with all essential features which allow you to set and track your short and long-term objectives. I found it to be a great way to judge how much I’d save by buying my own home.ĭisclaimer: I’ve made every effort to make this sheet as accurate as possible, but I make no guarantees. This product helps you track your spending and reach your financial goals. Notion provides a useful Goal Tracker template that effectively helps you track your progress toward a goal. In the 50/30/20 budget system, 50 of your income is allocated to needs, 30 to wants, and 20 to savings or paying off debt. You can also compare those costs to your monthly rental, if you’re still renting. A straightforward financial planning system for those who just want an easy way to plan and keep track of their budget and finances. ![]() It then takes that data and gives you an estimated total monthly ownership cost for up to three different properties. ![]() HOA, taxes, insurance, and utility estimates.This part of the tool will let you input: There’s also a House Comparison tool built in, which I used when I was looking to buy my first house. All of this combined helps you stay on track at all times. It allows you to customize the templates as you like, where you can choose what to include and what to leave out, for example, specific income streams and expenses. See how much I’ll likely have to pay in taxes Using a Notion budget template can help you create a budget plan that works for you.Roughly estimate my income and fixed monthly expenses. ![]()
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