Notion Income Expenses Investments Tracker

Best Notion Income Expenses Investments Tracker Template (2026 Review)

Take control of your money with this Notion income expenses investments tracker. Track income, expenses, investments, funds & recurring bills with charts.

The main dashboard of this Notion income expenses investments tracker gives you a full overview of income, expenses, investments, and monthly trends.

Notion income expenses investments tracker money overview dashboard

If you want a clean way to manage your finances without spreadsheets, this Notion income expenses investments tracker is built for you.

It’s an all-in-one dashboard that helps you track income, expenses, investments, recurring bills, and personal funds, while giving you a clear overview of your money using automatic charts and summaries.

Download now:

👉 Buy the template here: https://payhip.com/b/5QAuy
👉 Notion Marketplace page: https://www.notion.so/marketplace/templates/incomes-expenses-investments-tracker


What This Template Is

This Notion income expenses investments tracker is a complete system that replaces spreadsheets with one clean Notion workspace.

Notion income expenses investments tracker full template layout

This Notion income expenses investments tracker is a full money system designed to answer 3 questions:

  • Where is my money coming from?
  • Where is my money going?
  • How is my money growing?

Instead of messy notes or complicated Excel sheets, everything is organized into one dashboard that updates automatically when you add new transactions.


What’s Included Inside

Caption: Add a new income, expense, or investment in one click inside the Notion income expenses investments tracker.

Notion income expenses investments tracker quick add buttons

This Notion income expenses investments tracker includes everything you need to manage your finances in one place:

  • 📊 Money Overview dashboard with interactive charts
  • ➕ Income tracker (salary, freelance, business, loans, etc.)
  • ➖ Expenses tracker with categories & payment methods
  • 🔁 Recurring payments tracker (rent, WiFi, phone bill, subscriptions…)
  • 📈 Investment tracker (stocks, crypto, farming, business…)
  • 🛡️ Funds manager (emergency, medical, travel, goals…)
  • 📅 Monthly summaries & trends (automatic calculations)
Screenshot 14 Indebudget
Screenshot 12 Indebudget

Key Benefits

Track your progress over time with charts that update automatically in the Notion income expenses investments tracker.

Notion income expenses investments tracker past months trends chart

Here’s why this is useful if you want a simple but powerful money system:

✅ Automatic totals and monthly tracking
✅ Visual charts that show your spending and earnings trends
✅ Beginner-friendly (no formulas required)
✅ Fully customizable categories (for any lifestyle)
✅ Works on desktop and mobile


Spending Breakdown Chart

Instantly see where your money goes with category charts inside the Notion income expenses investments tracker.

Notion income expenses investments tracker spending breakdown donut chart

The spending breakdown chart makes it easy to understand your biggest expense categories in seconds (rent, bills, shopping, food, transport, etc.).


Income Tracking System

Record salary, paid back money, and side income easily in the Notion income expenses investments tracker.

Notion income expenses investments tracker income table salary freelance

The income section in this Notion income expenses investments tracker is designed to track multiple sources like:

  • Monthly salary
  • Side hustles / freelance work
  • Paid back money
  • Business income
  • Loans (optional)

You can filter by month and category to see exactly what you earned and when.


Expense Tracking & Categories

Track rent, bills, shopping, food, and more using clear categories inside the Notion income expenses investments tracker.

Notion income expenses investments tracker expenses table categories

The expense tracker helps you organize spending by category, so you always know what’s costing you the most.

This is perfect if you want to cut unnecessary spending and build better habits.


Monthly Spending Over Time

Compare your monthly spending trends visually inside the Notion income expenses investments tracker.

Notion income expenses investments tracker spending over the months chart
Screenshot 22 Indebudget

This view helps you answer questions like:

  • Am I spending less than last month?
  • Which month was the most expensive?
  • Is my spending improving over time?

Earning Over the Months

Track your salary and income growth month by month in the Notion income expenses investments tracker.

Notion income expenses investments tracker earning over months chart
Screenshot 22 1 Indebudget

This chart is extremely useful if you have multiple income streams and want to see growth over time.


Investment Tracking System

Track stocks, crypto, business, and farming investments in the Notion income expenses investments tracker.

Notion income expenses investments tracker investment table stocks crypto farming

This template isn’t only for budgeting — it also tracks investing.

You can record:

  • Stocks buys
  • Crypto buys
  • Business investments
  • Farming investments (cows, projects, etc.)

Investing Over the Months

See how much you invest each month with automatic charts inside the Notion income expenses investments tracker.

Notion income expenses investments tracker investing over months line chart

This is perfect if you’re serious about building long-term wealth and want to stay consistent.


Recurring Payments Tracker

Never forget your bills again with the recurring payments section in the Notion income expenses investments tracker.

Notion income expenses investments tracker recurring payments rent wifi netflix

Recurring bills are one of the biggest reasons people lose money without noticing.

This template includes recurring payments tracking for:

  • Rent
  • WiFi
  • Phone bill
  • Netflix / Spotify
  • Any subscription

How To Use It (Step-by-Step)

👉 Buy the template here: https://payhip.com/b/5QAuy
👉 Notion Marketplace page: https://www.notion.so/marketplace/templates/incomes-expenses-investments-tracker

Once you get your template, duplicate the Notion income expenses investments tracker and start tracking immediately.

Notion income expenses investments tracker how to use duplicate template

Using the template is simple:

  1. Duplicate the template to your Notion workspace
  2. Add your income, expenses, and investments
  3. Watch your dashboard update automatically
  4. Make smarter financial decisions

Important Notes Before Buying

[IMAGE 14 – Template preview / marketplace page screenshot (optional)]
ALT: Notion income expenses investments tracker Notion marketplace template preview
Caption: You can preview the Notion income expenses investments tracker before buying to see the full layout and features.

⚠️ Important Notes:

  • This is a Notion template, not financial advice
  • Requires a Notion Plus account (free plan allows only one chart display)
  • Digital product — no refunds

Where To Get It

Download and start managing your money today with the Notion income expenses investments tracker.

✅ Buy now: https://payhip.com/b/5QAuy
✅ Notion Marketplace: https://www.notion.so/marketplace/templates/incomes-expenses-investments-tracker

Notion income expenses investments tracker buy now Payhip download

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