July 04, 2026 · finances
How to Track Your Finances in Notion (Simple System)
A simple Notion system to track income, expenses and profit for your business or personal life.
Knowing your numbers is essential - for business and life. Here's a simple Notion finance tracker you can build for free.
Step 1: Create a Transactions database
Properties: Item (title), Type (Income / Expense), Amount (number), Category (select), Date (date), Month (formula).
Step 2: Add summary views
Create views for this month, by category, and income vs expense to see where your money goes.
Step 3: Calculate profit
Use a formula or rollups to see total income minus expenses at a glance.
Step 4: Review monthly
Set a recurring reminder to review your finances and adjust.
Get a complete system
Our Notion Business OS includes a finance tracker alongside projects, CRM and content.
The bottom line
A simple finance tracker in Notion gives you clarity and control. Build it once and check it monthly.