templates by category

Personal finance templates

Personal finance templates for Notion, Google Sheets, Excel and BankSync dashboards — kept up to date from your bank automatically.

Shared Expenses
Who has paid what for the household, and who owes whom: what you paid comes from your bank.
By BankSyncVerified by BankSync
- Dashboard
- Automation
- Bank feed
- Table
- Enrichment
Featured
Cash Flow Tracker
Cash flow in Notion: your transactions imported for you, with monthly statements.
By BankSyncVerified by BankSync
- External template
Free
Featured
Finance OS
Your whole financial life in one Notion workspace: goals, investments, net worth and debt.
By BankSyncVerified by BankSync
- External template
Pro
Featured
Budget Tracker
A Notion budget kept current by bank sync: spending against budget, month by month.
By BankSyncVerified by BankSync
- External template
Free
Personal Finance Tracker
Track income, spending, savings goals and bills in Notion, with your bank connected.
By BankSyncVerified by BankSync
- External template
Free