Notion Expenses Tracker - Recurring And Non-Recurring Expenses, Monthly Summaries, Due Counter

Track Your Expenses, Prevent Overspending and Build The Habits Of Accountability

While it is generally safe to follow the old dictum—do not spend more than you earn—you don’t want to get financial advice from designers, especially someone who makes dangerous claims about cost-control management. With that in mind, always consult your financial advisor when in doubt.

But don’t worry about squandering your money accidentally. We do that all the time, sometimes breaking a losing streak. In the unlikely event you managed to cut back on your spending, it could be the old maxim taking effect. It isn’t as reliable as the guidance from authoritative sources—your parents, your grandparents, and occasionally your friendly neighbours—but still a common sense approach to managing your finances.

As far as I can tell, these guiding principles are brilliant and invaluable, but they are not without potential inadequacies. Traditional financial advice assumes:

• ‼️ They work universally in every situation
• ‼️ Everyone has equal access to resources and opportunities
• ‼️ Everyone has the same psychological and emotional spending habits
• ‼️ Loans and investments exceeding immediate income are accounted for in today’s dynamics

Obviously, one size does not fit all people. Otherwise, debts wouldn’t have existed. Financial advice that is good for your financial advisor is not necessarily good for you. And you probably can’t tell the difference in who is benefitting in the long run. In general, your financial advisor will claim personalising solutions only to you adds lots of value.

When you think the old saying—never spend money before you have it—is out of fashion, think again. Do you want to spend more than what you have and get yourself into:

• ‼️ Reduce your savings?
• ‼️ Start an addiction like borrowing?
• ‼️ Entangle in unnecessary high-interest payments?
• ‼️ Limit opportunities like homeownership or retirement planning?

Sometimes, admitting that adages address the fundamental principle of financial sustainability might benefit you more (long-term wise). You are the best judge for yourself whether to put your hard-earned money into someone’s hands.

If you live paycheck to paycheck, you might be walking blindly all over Grandma’s wisdom. It can be disrespectful and result in some blowback. It’s not a clear sign but a good indication that something needs to change if the following describes you:

• ‼️ Entire income used up before the next payday
• ‼️ No room for savings or emergencies
• ‼️ Failing to pay bills on time
• ‼️ Persistent Credit Card debts
• ‼️ Struggling to pay off balances in full
• ‼️ Only manage to afford minimum debt payments
• ‼️ Dipping into savings or emergency funds to cover daily expenses or discretionary purchases

How do you know this is already the 11th latte you have drank this morning? How do you know that you are not overspending everyday expenses like dining out, transportation, and frequent holidays more than on luxury purchases?

Unless you have the common decency to maintain a ledger, logbook, or records, there’s no way to know if you are spending more than you earn. Until you have factual data that is measurable, verifiable, and reliable that keeps you from making irrational decisions, you will always be in a constant state of anxiety and stress.

Enter the Notion Expenses Tracker (this is a fragment extracted from the comprehensive Finance Tracker).

Here’s what it does:

• ✅ Improved Financial Awareness: Helps identify where money is going and highlights unnecessary expenses.
• ✅ Budgeting and Cost Reduction: Facilitate better allocation of resources and reduction of excess spending.
• ✅ Financial Goal Setting: Provides data to make informed decisions toward savings or investment goals.
• ✅ Tax and Compliance Management: Organises expenses for easier tax filing.

It is like having an accountant to manage your cash flow, guiding you to make smarter financial decisions without sacrificing the things you love.

You don’t need to have a finance degree to learn how to document your expenses with this template. But you might find yourself sitting in a cockpit that requires precise manipulation of multiple axes of movement, intricate navigation calculations, and constant monitoring of various environmental factors, often involving sophisticated autonomous decision-making capabilities. Just kidding. The good news is none of all that is happening.

You’ll be amazed at how simple it is to see where your money is and take control of it with minimal effort.

• ✅ You can monitor and see monthly spend overview (without needing to do math)
• ✅ You know exactly how much you are spending each month without any surprises
• ✅ You are fully aware of the renewal date of recurring expenses because they’re all tracked
• ✅ You are finally in control of your cash flow, making it easier to scale, invest, and plan for the future.

What You Can Achieve With This Template

✅ Track Recurring Expenses

✅ Track Non-Recurring Expenses

✅ Calculation of all your expenses for the month all on autopilot

✅ Due Counter So You Never Miss The Next Recurring Payment

Do I need to say much? It won’t cost you a penny. So go ahead grab your FREE copy now. I think you can see the potential right away.

P.S. This is the expenses tracker extracted from my Finance Tracker template. If this has helped you, you can imagine how much it can automate your entire finance management.

What’s inside

• Detailed Instructions Documented Inside All Templates (you never have to navigate to another page to read)
• 1 Informative Dashboard
• 2 Databases
• 2 Templates
• Accessible Quick Actions Callouts Sync From Dashboard

(Simplicity Is The Ultimate Sophistication - Leonardo da Vinci)

FAQs

Who is this template for?

This template is meticulously designed and built for Notion beginners. Perfect for creators, solopreneurs, small businesses and anyone to track your expenses. If you’re reading this, this is probably for you too.

How will I receive my template?

You will be redirected to the template after payment. Simply click Duplicate on the top right of the page. Choose the workspace you would like to duplicate this template into. Enjoy.

Can I customised this template?

Of course. Go crazy over it. That’s the way we all learn by doing, right? The sample content and the appearance don’t matter. The disappearance of the database and templates setup do.

Do I need to pay for a Notion Pro account to use this template?

No. You can use all the features with a free Notion account.

Can I sync Notion data with my bank accounts?

Currently not available on this template. That said, however, there are multiple automation tools in the market that might support your banking platform.

Can I share this template?

No. You need to purchase a license to use this template.

Is it worth it?

I hope I can analyse this for you, but not everyone’s situation is the same. If you can use this template to track your expenses, prevent overspending, and ensure accurate records while building habits of accountability and mindfulness, you know you are already winning.

This template don’t work for me, can I get a refund?

No. It is not possible to offer refunds for a digital file because once it gets downloaded to your workspace, it is easily duplicated. If you have any questions about this template, please ask before you decide to purchase at helpdesk@stanleyyeo.com

Notes

Purchasing this template signs you up automatically to my Gumroad. The cool thing about signing up is you’ll receive updates whenever this template has an update. You will also get free resources occasionally, and other tools that I’m building to help you win. What’s even cooler? Unsubscribe anytime. Although that’s not my goal.

Any issues, questions or suggestions? helpdesk@stanleyyeo.com will be happy to serve you.