Description
Know what every team has planned, spent, committed and has left, before the invoice arrives.
What’s inside
- At a glance dashboard: four live tiles (budget this quarter, spent this month, committed, requests waiting for approval) and three charts (spend by category, spend by department, budget by department)
- Departments & Budgets: department health with planned, spent, committed, remaining, a usage bar and an on track / at risk / over budget flag
- Budget Lines: planned amount per department, category and quarter with actual, committed, variance and remaining
- Spend Log: every expense with department, budget line, quarter, vendor, payment method, receipt and approval, plus an automatic check that flags unapproved, unlinked or receipt-missing items
- Purchase Requests: Draft, Pending, Approved, Ordered, Received; approved requests reserve budget as committed spend
- Vendors: category, payment terms, total spend, open commitments, recurring cost and contract-end alerts
- Subscriptions: seats, seats used, monthly cost, annual equivalent, cost per seat and renewal countdown
- Quarters & Forecast: planned vs actual vs projected per quarter and a pace check that warns when spend runs ahead of the calendar
- Built-in automations: submitting a request stamps the Submitted date, approving or rejecting stamps the Decision Date, and ticking Renewed on a subscription rolls its renewal date forward one billing period
- Start Here guide with 7 setup steps, how the dashboard works, weekly and monthly routines and FAQ
- Light sample data for a fictional 40-person company in Q4 2026 so you can see it working and clear it in minutes
- 7 connected databases, a dashboard with 4 KPI tiles and 3 charts, and focused views for each area
What you get
- Instant download: a PDF with your template link (duplicate it into your Notion workspace in one click)
- Step-by-step Setup Guide inside the template (Start Here page) and as a PDF
Requirements
- A Notion account (the free plan works)
- Desktop, tablet or phone
Organising tool only, not financial, tax or accounting advice.
Digital download: no physical item is shipped. Notion is a trademark of Notion Labs, Inc.; this is an independent template. Sample data is fictional.
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