I’ve got money coming in, bills going out, forgot to cancel subscriptions all the time, banking apps, notes on my phone, and somehow at the end of the month — I’m left wondering “Wait, where did it all go?” 😅

Feel completely lost with my finances. Messy!

Is that you ?

🤯🤯🤯 I’ve been there, actually . . .

That’s why I created something that doesn’t just track numbers but a true financial assistant

Finance Bestie - Notion Finance System

Anyone tired of app-hopping to 'check finances' — works for a busy parent juggling household finances, a young professional starting out, students, freelancers, and everyone in between

This template is for you!

A source of truth for all your money matters

✅ See everything in one place — accounts, budgets, savings, debt, net worth

✅ Track effortlessly — income, expenses, goals, subscriptions

✅ Build financial habits— toward financial goals that matter to you

✅ Make informed financial decisions — not just record it, I understand my money

✅ Report & Summary — See an overview of your finances by month or year. Includes tools for financial planning, insights, and strategy.

✅ Quick Notifications + Payment Reminders — Stay on top of upcoming bills or important payments so nothing gets missed.

✅ Built-in One click — Auto updated buttons

✅ Mobile-Friendly: Optimized layouts for iPhone, iPad, and desktop — Your finances go where you go.

✅ Freely customize to fit your own style, strategy, and data

✅ Lifetime access

✅ A Quick Start Guide to help you get set up fast

✅ Ongoing updates — we improve it based on real user feedback

Your Finane Bestie keeps growing with:

➕ Advanced investment tracking

➕ AI spending analysis (with future Notion API)

➕ Goal-based financial planner with offering actionable recommendations

➕ Annual review dashboard

My journey with Financial Buddy has been transformative✨

• Increase saving by 30%, there are couple of months this saved over 48% more just by tracking spending properly. Cancelled unused on time — No more mindless spending
• Build a solid emergency fund in 6 months, so excited whenever thinking about this!
• Crush goals while encouraging Better Financial Habits
• I finally understood my cash flow — and stopped guessing

Notion Finance Bestie helps you keep the Flow that makes your finances — visible, transforms how you feel about money — possible

A simpler way to save more time and feel peace in mind when managing your money.

Click on 👉 I want this! to get the template.

What is Notion?

Notion is a comprehensive workspace that allows you to take notes, manage tasks, coordinate projects, and stay organized. It offers a versatile design for various activities, such as writing and planning — flexible, and totally free to start.

👉 Get Notion For Free

Will I need to pay for a Notion subscription?

Nope! Their personal plan is totally free—and perfect for this template.

This mean, you only need to pay once for purchasing this template and then enjoy lifetime access for the same

How will I receive the template?

Once you complete your purchase, you’ll get a link to duplicate the template straight into your Notion workspace.

🛑This one is quite heavy so it could take a few minutes to duplicate.

How can I become an affiliate?

Absolutely. Click here to fill out the affiliate form.

Want help picking the best one or need a custom-built template?

Any Questions or Concern ?

If you have any questions or any further assistance, please send me message or reach out to me @heyvinixcreation on X

— I’m more than happy to help!

PS: Use code "VINILAVIU" for 25% off on this or any other products, and please don’t forget to leave a rating :) ⭐⭐⭐⭐⭐

↓ More Notion Templates

Finance Bestie for Notion by 💚 Vinixcreation

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