Manage your personal finances to plan for big purchases or unexpected events like job loss or natural disaster.
Streamline your financial planning and track your progress with Notion
Financial planning helps you achieve stability and meet long-term goals by doing a better job of assessing your income and expenses to avoid overspending and debt accrual.
Notion isn't just for work — we support your personal life, too. Here’s how your personal connected workspace can improve your financial management:
Create organized financial record documents
Keep track of income and expenditures
Use our financial planning templates to monitor your budgeting, investments, and more
How to keep track of expenses and earnings in Notion
Create a Notion account.
Start with a Notion personal financial plan template.
Input your expenses and income.
Add dates, dollar amounts, and tags for each outgoing and incoming transaction.
Invite family members and friends to collaborate — and hold you accountable.
The five main components of personal finance include:
Income — money earned from work or investments
Expenses — money spent on goods and services
Savings — money set aside for the future
Investments — assets purchased with the goal of generating income
Debt — money owed to creditors
Here are a few examples of personal budget items:
Your credit score
Savings and investments
Risk through insurance and other financial tools
Personal finance management involves the planning, budgeting, and management of your financial resources. This encompasses everything from setting financial goals to managing debt and investing for the future. Effective personal finance management can help you achieve stability and build wealth over time.