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

Hey there!
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$27.00

  • 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

Back to The shop

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

FEATUREs

optimized for use on Notion's mobile 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

Want to gift this template to a friend? Click here!

Template FAQs

Support desk

How do I access my purchase?

After purchasing, you will receive immediate access to a downloadable PDF to access your template, along with a video welcome guide to help you duplicate the template into your workspace and get started! The template also includes a tutorial bank of short videos to help you learn how to use your template and get the most out of it!

Do these products work outside of notion?

This template is created to work only inside the Notion platform. Before purchasing, check to make sure this template fits your needs and that you have a Notion account. You can sign up for a free account with Notion. The Notion app is compatible with all devices, but please note that the template may appear differently than in the images depending on your device.

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 with all the life templates, The Biz Planner with all the biz templates, or The Entrepreneur Planner with both the life and biz templates. These are already all set up!

get to know me

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

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