I'm so glad you're here! Stick around, and let's chase those BIG dreams together!
xo Kat

Hey there!


  • Transaction Register
  • Automatically Updated Account Balances
  • Guided Monthly Finance Review

template highlights:

Know your finances inside and out with this robust Notion template! After you set up accounts to track your balances and create a budget, you’re ready to go. Enter and categorize all of your transactions and watch as your account balances automatically update with each transaction. Compare your actuals vs. your budget with the end-of-month review and create a plan to achieve your financial goals!

The Finance Planner

Notion template

By purchasing you are agreeing to our Terms of Purchase found here.

Monthly Budget

Budget Comparison (Budget vs. Actuals)

Paycheck Divisions

Recurring Bills 

Pages included

easy to navigate


optimized for use on Notion's mobilie app

compatible with Notion formulas 2.0

Transaction Categorization

Account Reconciliation

Monthly Transaction Register

Finance Tasks

Financial Goal Planning

Account Balances (Automatically Updated)

Guided Monthly Finance Reviews

Subscription Tracker

Travel Budget

Template FAQs

Support desk

How do I access my purchase?

Do these products work outside of notion?

Do you offer a refund if I'm not happy?

Since this is an instant digital download, this item is NON-REFUNDABLE and all sales are final. For more, please see our Terms of Product Purchase and Use.

Are your templates able to connect with each other?

Yes they are! You can purchase all of the templates a la carte and choose the ones you need. There are instructions included on how to connect them together. If you want all of the connections done for you, you can grab The Life Planner which is already all set up!

I'm on a mission to help others lean into their God-given calling by creating systems that just make life easier.

If you're ready to spend less time on getting organized and more time doing what you love, you're in the right place. 

I'm a systems strategist who loves chasing BIG dreams.

oh, hey friend!

I'm so glad you're here! Stick around, and let's chase those BIG dreams together!
xo Kat

Hey there!
digital planning + Slow living