Notion Budget Template: Track Your Money in Notion (2027)

Short answer: you can run a full personal or business budget in Notion with an Accounts database, a Transactions database, monthly Budget categories and Savings Goals, connected with relations and rollups. If you prefer formulas and charts, a spreadsheet budget may suit you better. Create Digital Tools (formerly Notion Market Hub) makes both.

What a Notion budget template should include

• Transactions: date, amount, category, account and type (income or expense).
• Categories: a monthly budget amount with a rollup of actual spend.
• Monthly review: budget against actual, and what is left to spend.
• Bills and subscriptions: due dates and renewal reminders.
• Savings goals and debt payoff: progress bars toward each target.

Notion budget templates

• Personal Budget Planner 2027 ($17): for individuals and households.
• Budget Command Center ($29): a complete money dashboard.
• Business Finance HQ ($24): for small business income, expenses and tax set-asides.

Prefer Excel or Google Sheets?

• Annual Budget Spreadsheet ($3.99): read the annual budget spreadsheet guide.
• Debt Snowball and Avalanche Calculator ($3.99).
• Small Business Finance Spreadsheet Bundle ($14.99).

FAQ

Is Notion good for budgeting?

Yes, if you like seeing your money next to your goals and plans. Notion does not connect to your bank, so you enter transactions yourself or import a CSV.

Notion or a spreadsheet for budgeting?

Notion is better for planning, goals and a calm dashboard. Spreadsheets are better for heavy calculations, charts and bank CSV imports.

Is there a free Notion budget template?

Our Free Notion Starter Kit is a good start, and Notion’s own Marketplace lists free budget templates.