This Notion template will help you move productively through tasks in a logical manner.Įaslo’s Budget Tracker is a comprehensive Notion template for displaying and managing income and expenses. It can often feel like accounting is the job that’s never finished. The Eisenhower Matrix is effective for bigger finance teams or larger corporations. This Notion template is not specific to finances, but it can help finance teams organize tasks and assign projects to different members of staff. The two elements of this concept are importance and urgency, helping you decide what to act on immediately vs delegate for later. The Eisenhower Matrix is a long-standing tool used to make decisions quickly and easily. Teammates can collaborate and add their own expenses or expected costs, with a clear budget overview of new product launches.ĭownload Link 3. This Notion template facilitates financial management, with a whole section dedicated to strategy and budget. Alongside tracking integration with sales and KPI displays, the kit also allows you to set success metrics and organize your team. The Product Launch Kit is a great template for teams to organize and measure the progress of new product developments. Plus, it’s totally free to use.ĭownload Link 2. Plan your budgets for the month, quarter, and year ahead with no technical or financial skills. This pre-populated budget template gives you a clear breakdown of your company spending, so you can better plan for the next accounting period. But we know that not everyone else has the same level of passion, or wants to spend valuable time and money honing their accounting skills. Notion Budget Template | SpendeskĪt Spendesk, we live and breathe company budgeting. Here are nine of the best Notion finance templates: 1. Simply change the field names and update details to match your business needs. The template has now been added to your workspace. Here’s how to work with Notion templates:Ĭlick on the public template link that you’d like to use.Ĭlick on the Duplicate button (top right of the screen).įollow the prompt to log into your Notion account, if you’re not already logged in. There are tens of thousands of page design iterations used on the platform everyday.įortunately, many ready-to-use templates are available online for free, so you have easy access and inspiration to create your own Notion display pages. You can create your own display from scratch and include the exact features that your team needs. One of Notion's key features is a fully customizable interface. Plus, you can customize your Notion display to suit your businesses preferences. We also use it to manage and track content marketing ideas and projects.Īs an all-in-one productivity tool, Notion replaces the need for a handful of other project management softwares. It facilitates collaboration and integrates with a vast number of technologies to increase productivity in every area of business and day-to-day life.Īt Spendesk, we use Notion to automate finance functions like budgeting and spend monitoring. The Total Paid row at the bottom will sum the amounts that are checked.Notion is not your average project management tool. If you prefer to continue editing the spreadsheet on your computer, you can use the drop-down in the checkbox columns to check off when a bill is paid. If a payment is variable, you can enter the average amount at first, and then update it with the actual amount after you get the bill.įinally, you can print a copy of the worksheet if you want to include it in your planner or display it somewhere as a reminder. Next, enter the expected amounts for the bills for each month. The Day column is just for your own reference. In the Day column, you can list the day of the month that the bill is typically due, such as 1st, 15th, EOM (for end-of-month), etc. I would recommend listing them in order of priority, with the most critical bills to pay at the top. How to Use the Bill Tracker Worksheetįirst, list all your expected bills. You may not need this if you are already using the money management spreadsheet, but if you like to manage your budget by hand, this worksheet can be a very useful tool to include in your budget planner. You can use this bill tracking spreadsheet to list all your recurring bills with their expected payment amounts, and then check them off when they are paid.
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