N–01notion template
Finance HQ
Hi friends! I originally built Finance HQ for Aaron (the other half of the Weeblings duo!) because he's a bit of a data nerd 🤓 and couldn't find a tracker that showed him the complete picture of where his money was going. He felt like most other finance trackers helped him log his expenses and income, but they don't show him the full story of how his money actually flows between his bank accounts, credit cards, investments, and wallets. Aaron wanted a closed-loop system — something that tracked every single dollar as it moved through his financial ecosystem. When he pays a credit card bill, where does that money come from? When he transfers money to investments, how does that affect his available spending? He wanted all of it connected, nothing slipping through the cracks. After I built it for him, we realized there are probably tons of people out there who want the same thing. Whether you're trying to get a clearer picture of your cash flow (like Aaron) or just want to stop wondering where all your money disappears to each month, this tracker keeps everything connected in one place — without needing to be a spreadsheet wizard. 😊
Absolutely! Our user manual ensures even new Notion users are able to set up with ease.
Yes, the template is flexible, catering to various preferences and needs. You just need a basic idea of how to use Notion!
Unfortunately, Charts are a paid feature on Notion so you'll need a subscription to use more than one chart (🥲) BUT you're still able to use the main functionality of the template on your free plan (i.e. expense tracking with breakdowns and overviews). There are non-chart versions of the Monthly and Spending Bucket summaries that you can rely on while using the free plan. If you ever decide that Notion is worth it, you can always upgrade your subscription then!
We took many many hours of our time to build this template, make it as beginner-friendly yet comprehensive for all of you! We hope that if you're on the search for a yearly financial forecasting and budgeting template to use straight out of the box without needing to build anything on your own, this is the ideal solution. We appreciate all the support you've shown us and we will continue to create other free templates along the way! 🫶🏼
