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Simple Budget Planner Notion Template | One Page | Notion
$5.99
$18.00
This planner uses three databases—Categories (set categories & budgets), Transactions (logging), and Cash Flow (auto-rollups)—to quickly view budget, actuals, net, and progress by type using Relations + Rollups + Formulas.
Designed for maximum flexibility, this template works perfectly whether you budget monthly, weekly, or bi-weekly.
Designed for maximum flexibility, this template works perfectly whether you budget monthly, weekly, or bi-weekly.
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What you get
- 3 prebuilt databases: Cash Flow / Categories / Transactions
- Ready-made views: monthly / weekly / biweekly, top expenses, category views
- Built-in progress bars and net formulas (no setup required)
Who it’s for
- Anyone who wants a simple yet accurate Notion budgeting system
- Users who prefer monthly/weekly/biweekly or custom cycles with fast review
How to start
- Click Duplicate to copy the template to your workspace.
- Enter Planned amounts for each category in Categories.
- Log entries in Transactions; Cash Flow updates automatically.
Requirements
- Notion personal account (free is fine)
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