20 Curated Notion Templates For Finance Teams in 2025 (Free & Paid)
Explore our carefully researched list of the best Notion templates for finance teams in 2025, featuring free and paid options to enhance finance management and productivity.
Dec 23, 2025
A Finance Teams template in Notion centralizes financial tasks and data for businesses, improving organization and workflow. Below are key benefits of using these templates.
Efficiency Boost: Automates financial tracking and reporting tasks.
Improved Accuracy: Reduces errors with structured data management.
Centralized Data: Combines budgets, invoices, and expenses in one place.
Team Collaboration: Enables real-time updates and shared financial insights.
The list of templates below is curated based on usability, features, and user feedback to help finance teams streamline their operations effectively.
The Finance Tracker is a comprehensive Notion dashboard designed to manage all your finances easily in one place. It supports tracking incomes, expenses, budgets, and financial goals with customizable views and advanced data handling.
View account balances in one place.
Generate detailed monthly financial reports.
Transfer funds between different accounts.
Track and manage financial goals.
Set and monitor monthly budgets.
Monitor subscriptions alongside income and expenses.
A Notion template to manage your invoices on the go. Track invoices, payments, client history, and get detailed reports with an easy-to-use dashboard designed for efficient invoicing.
Manage invoices easily and save time
Track payment history and transactions in detail
Smart dashboard for performance tracking and planning
Generate detailed invoice reports with multiple clients
Easy duplication to your Notion workspace after purchase
Compatible with free Notion version and customizable
By Quentin Villard, Co-founder @ Notion Everything
Finance Tracker Pro is an all-in-one Notion template designed to help you track income, expenses, budgets, and financial goals easily. It provides automatic monthly and yearly reports to give insights for smarter financial decisions. Optimized for use on any device, it includes step-by-step guides and videos for quick setup and efficient money management.
Track all income, expenses, and transfers effortlessly across multiple accounts.
Add recurring transactions with one click for easy expense management.
Automatic monthly and yearly financial reports with visual summaries.
Set and monitor budgets and income goals to optimize finances.
Includes dashboards for budget planner, income goal tracker, subscriptions, and net worth calculator.
Works on any device and supports light and dark modes with video tutorials for easy setup.
Track your subscriptions and manage your monthly expenses effectively using this Notion template. It offers a clear overview to help you stay on top of your finances.
Monitor all your subscription services in one place
Manage and track your finances with this comprehensive Notion template. Track income, expenses, budgets, accounts, and wishlists with a clean, easy-to-navigate layout including monthly reports and detailed views in both light and dark modes.
Income tracker to monitor all income sources
Expenses tracker to keep track of spending
Accounts management for organized finance overview
Finance OS is a comprehensive Notion template for tracking and managing personal finances. It allows users to monitor incomes, expenses, budgets, financial goals, and investments all in one place with automated reports and visual charts to help improve financial habits and planning.
Track incomes, expenses, budgets, and financial goals in one system.
Manage multiple accounts including bank, credit, and investments.
Automated monthly and yearly financial reports.
Integrated dynamic charts for visualizing financial data.
Manage debts, savings goals, wishlist, and recurring subscriptions.
50/30/20 budgeting system for smart spending and saving.
Track your income and expenses easily to get a clear overview of your finances. This Notion template helps you organize transactions by date and view monthly, weekly, and yearly summaries.
Quick action buttons to add new income or expenses with one click
Organize income and expenses by date
View monthly, weekly, and yearly financial summaries
Helps make smart financial decisions
Suitable for personal and business finance tracking
The Notion Finance Tracker is a powerful and flexible system designed to help you take full control of your finances by tracking income, expenses, budgets, subscriptions, and more in one streamlined Notion workspace. It simplifies managing and planning your finances with automatic reports and multi-device compatibility.
Single dashboard to view all finances at a glance
Track income with multiple sources, notes, and receipts
Monitor expenses to identify spending patterns
Manage and cancel subscriptions with upcoming payment alerts
Set and track budgets using the 50/30/20 rule
Generate automatic reports of income and expenses for better financial decisions
The Notion Budget Tracker is a free, simple template that helps you organize and manage your money efficiently by setting budgets for various categories and tracking expenses automatically.
Set unlimited budget categories for flexible tracking.
Track various expenses including rent, food, and subscriptions.
Automatic calculation of remaining monthly budget.
Visualize spending trends to control overspending.
Stay aligned with savings goals through clear overviews.
Finance Tracker is a Notion template designed for comprehensive money management. It helps users gain financial insights, track expenses, manage accounts, and achieve financial goals with ease, simplifying the path to financial mastery and a prosperous future.
Track and manage multiple financial accounts.
Monitor expenses with detailed insights.
Set and conquer financial goals effectively.
User-friendly interface with straightforward navigation.
Customizable to fit personal and business finance needs.
Integrated within Notion for seamless use and access.
An all-in-one Business Finance Tracker for freelancers, small businesses, and digital entrepreneurs to log transactions, track income versus expenses, and monitor monthly budgets with a simple Notion dashboard.
Linked Transactions Database for all income and expenses
Smart Categories Database with monthly budget tracking
Auto-calculating Monthly Summary showing profits at a glance
Clean and insightful Dashboard with budget vs actual comparison
Designed for solopreneurs, creators, and business owners
Fully customizable with minimal setup and no formulas needed
The Notion Finance Tracker template helps you organize and monitor your income and expenses with ease. It's customizable, allowing you to add notes, attach receipts, and export data for tax season, simplifying personal finance management without complex software.
Categorize income and expenses for detailed spending insights
Fully customizable to fit personal finance needs
Attach receipts and add notes for better record keeping
Export data easily for tax preparation
Simple alternative to spreadsheets and complex software
Helps track finances and work towards financial goals
An easy-to-use Notion template to manage all aspects of your finances. Track income, expenses, budgets, bills, subscriptions, and financial goals with customizable categories and generate monthly reports to stay organized and make informed financial decisions.
Easy-to-use interface
Track income and expenses
Track budgets
Track bills and subscriptions
Customizable categories for income and expenses
Generate monthly reports and transfer funds between accounts
A simple financial planning Notion template based on the 50/30/20 budget system allocating 50% income to needs, 30% to wants, and 20% to savings or debt repayment. It offers a clean design and easy budgeting tracking for straightforward finances management.
Automated Monthly Summary for easy financial overview
Clean and Modern Design for user-friendly experience
Minimal Database Tabs to keep interface simple
Based on the widely used 50/30/20 budgeting method
Track expenses, income, and budgets with this customizable Notion template. Achieve financial goals, monitor net worth, and manage subscriptions easily for better money control.
Set and track financial goals with ease
Automatically update remaining balance with real-time expense tracking
Reduce unnecessary expenses by categorizing and monitoring costs
Calculate and visualize net worth growth automatically
Manage a wishlist for future financial planning
Subscription tracker to avoid missed renewals and unnecessary spending
Choose a template that fits your team size, financial processes, and integration needs. Test a few to see which aligns best with your workflows and business goals.
