How to use Notion
June 1, 2025
Does the management of your finances cause problems with finding your way? You're not alone! The mystery surrounding my money caused me to lose over two thousand dollars during the previous year. My search ended when I discovered the Notion Expense Tracker which proved to be a simple yet effective financial management solution. This blog will introduce the Notion-based finance tracking system I designed which creates a setup process that lasts no longer than three minutes. You will get all necessary information from this guide to track both expenses and income or just expenses.
Why Notion Makes the Perfect Expense Tracking Tool
Notion functions beyond its note-taking capabilities because it offers users the ability to build personalized dynamic systems for individual requirements. Here’s why I chose:
Flexibility: The user dashboard provides customization options which allow you to fit the interface to match your personal financial requirements.
Accessibility: The cloud-based nature provides you with ease of accessing your financial records from anywhere.
Visual Representation: The visual representations in Notion through charts and graphs present immediate observations of your spending behaviors.
How to Set Up Your Free Notion Expense Tracker
Proceeding with the setup of your Notion Expense Tracker will be the next focus of this article. The process of setup consists of basic steps which lead to a quick completion.
1. Building Your Finance Dashboard in Notion
Start by creating a new page in Notion. Title it “Finance Tracker.” The Finance Tracker in Notion serves as your primary space for handling financial actions.
2. Setting Up Your Expense Tracking Table
Develop a separate section to list all expenses occurred. All expenditure entries must be recorded within this section. The table structure should be used as a logical way to present the information. Include the following columns:
Date
Amount
Category
Description
3. Creating Your Income Tracking System
Similarly, create a section to track income. This will help you monitor your earnings effectively. Use a similar table format with these columns:
Date
Amount
Source
Description
Tracking Your Daily Spending and Income in Notion
To activate logging for expenses and income follow the setup of your dashboard.
How to Record Daily Expenses
Users can access the expense tracker section by clicking the “Add Expense” button located at the top of the interface. You should enter the complete information about the expense amount with details about the category selection and a description. You have the option to update when the expense occurred because today automatically shows as the default date.
Tracking Your Income Sources in Notion
The process of logging income follows the same sequence as other entries Users should hit the “Add Income” button located within their income tracker section before entering required details. Using the expense tracker will help you maintain financial order.
Visualize Your Spending Habits with Notion Charts
Several advantages of the Notion Expense Tracker start with its spending visualization feature. The expense tracker dashboard features a display chart that shows daily expenses positioned at its top section. The viewing capability provides understanding of your expenses in their location.
Getting Insights from Your Notion Expense Reports
The view of current month expenses enables dashboard cleanliness but you can still access older records through the sidebar. The sidebar allows access to details pages which display older records if users wish to access them. Here, you can view:
Total expenses for each category
Monthly summaries of spending
Track Expenses On-the-Go with Notion's Mobile Features
The Notion system stands out because its platform functions smoothly on mobile devices. Using your smartphone enables quick expense log entry because it provides convenience during mobile usage. The system brings convenience by providing a simple way to remember purchase logging.
How to Use Notion's Income Tracker to Monitor Your Earnings
The income tracker in Notion handles earnings in the same way as the expense tracker enables streamlined earnings monitoring. You can group your monetary sources then observe their monthly earnings through the Notion platform. Budgeting together with financial planning requires this feature.
Advanced Financial Management with Notion
A more detailed explanation exists in my earlier video about the Finance OS. An advanced system provides several important characteristics which include:
Managing financial accounts
Monthly budgeting
Tracking financial goals
Subscription management
Generating financial reports
For those interested in a more advanced tool, I highly recommend the Notion Expense Tracker and Income Tracker available for free!
Frequently Asked Questions
1. How long does it take to set up the Notion Expense Tracker?
Setting up the Notion Expense Tracker takes less than three minutes!
2. Does the mobile functionality work in the Notion Expense Tracker?
Yes, the mobile device enables easy updates for both expenses and income logs.
3. Can I customize the tracker to fit my needs?
Yes, this Notion template enables users to adjust trackers according to their personal financial requirements.
4. Where can I find the template?
You can find the Notion Expense Tracker template here.
Conlusion
Financial management can become an understandable process through the Notion Expense Tracker. Notion Expense Tracker provides tools to monitor income together with expenses while creating spending visuals which leads to enhanced financial oversight. So why wait? Begin financial organization with Notion right now.
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Albert
Notion Creator & Ambassador
Notion Recommended Creator, Productivity Expert, Youtuber, Founder of a Video Production & Marketing Company
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