Finance Trackers: Excel + Notion Templates
Finance Trackers: Excel + Notion Templates
MS Excel Templates:
Notion Notebooks:
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Finance Trackers: Excel + Notion Templates
You Can Feel More Confident About Your Money.
There is no shortage of budgeting advice online. The problem is that much of it is vague, generic, or hard to stick with. Messy spreadsheets, forgotten subscriptions, and scattered loans is overwhelming.
I created this bundle to help you fix that. You’ll get a practical system of Excel and Notion templates to help you organize your finances.
Build a Stronger Financial Foundation.
These templates are designed to automatically organize your numbers and update charts, summaries, and breakdowns as you enter your data.
They update dynamically based on your input, giving you real-time visuals and summaries without requiring you to build anything.
Manage Your Money with More Confidence.
You’ll have a structured system that helps you see where your money is going, monitor changes over time, and make more informed financial decisions.
Stay on top of your expenses, loans, and subscriptions with tools designed to keep everything clear, organized, and easy to understand.
You Deserve More Clarity with Your Finances.
With the right system in place, managing your money becomes less stressful and far more intentional.
A structured tracker helps you stay aware of your expenses, monitor your progress, and make financial decisions from a place of clarity rather than confusion.
What's included?
Collapsible content
Monthly Expenses Tracker
Monthly Expenses Tracker
Excel/Notion: Track your income and expenses from January through December with a full-year summary tab. Automatically updates your percentage of income spent, net income, and bar charts showing your income and expense breakdown by category.
Loans Tracker
Loans Tracker
Excel/Notion: Track all of your loans in one place, including balances, monthly payments, and APR. Includes bar charts that help you visualize payment obligations, loan balances, and interest.
Subscription Tracker
Subscription Tracker
Excel/Notion: Keep track of recurring subscriptions and where your money is going. Includes bar and pie charts to help you quickly identify your highest subscription expense categories.
Interview Cheat Sheet
Interview Cheat Sheet
Excel: A practical sheet designed to help you prepare for interviews with commonly asked questions and recommended books.
Job Application Tracker
Job Application Tracker
Excel: Track the jobs and roles you apply to, including company, job title, category, posting URL, date applied, and more — all in one place.
Dark Mode Versions
Dark Mode Versions
Excel: Includes dark mode variations of the Monthly Expenses Tracker, Loans Tracker, and Subscription Tracker.
BUNDLE: Resume Playbook + Site Code + Excel/Notion Trackers
🙌 THANK YOU — YOUR PURCHASE HELPS PEOPLE IN NEED.
Part of your purchase is donated to charities like Charity Water, Doctors Without Borders, One Simple Wish, Feeding America, St. Judes Hospital, etc.
Disclaimer: I am not a licensed financial advisor or broker. All information is for educational and informational purposes only and should not be considered financial advice.