Budget Buddy: Monthly Finance + Budget Tracker (Lite Version)

Overwhelmed by spreadsheets and finance tools that overcomplicate budgeting?

Budget Buddy Lite is your no-frills, stress-free solution to help you manage your money—simply and clearly.

What is Budget Buddy Lite?

Meet Budget Buddy Lite—a simplified version of Budget Buddy, designed for anyone who wants a core budgeting experience. It's the perfect starting point for managing your finances, focused on exactly what you need to stay in control of your budget—nothing more, nothing less.

Who's it for?

Budget Buddy Lite is for anyone wanting a clear, simple budgeting tool! It's built with free Notion users in mind. Whether you’re a freelancer tracking irregular income, a student managing limited funds, or someone new to budgeting, this template helps you stay organized without the extra complexity.

What’s Included?

• Income Log Database – Track every source of income in one place.
• Expense Log Database – Record and categorize your spending easily.
• Customizable Budget Database – Set your own budget categories and limits.
• Smart Budget Reset – Automatically refreshes each month, so you start with a clean slate. No manual resets needed!
• Accurate Reimbursement Tracking – Refunds are recorded separately from income, ensuring clear and accurate reports.
• Monthly Summary Reports – Get a clear snapshot of your monthly performance.
• Simple, 'No Overwhelm' Design – Created to help you track money without info overload.

Template Preview

Take a peek at what makes Budget Buddy Lite so easy to use:

Sneak peek at the different features of Budget Buddy: Monthly Finance + Budget Tracker made for Notion.

Lite vs. Full Version: What’s the Difference?

Here’s what’s included in each version—so you can choose the right fit for your needs.

Budget Buddy Lite vs. Full: Choose the version that fits your needs—whether you want the basics or the full feature set.

FAQs

What is Notion?
Notion is an all-in-one workspace for organizing your life and work. Think of it as a mashup of a notes app, project management tool, and database—all customizable to suit your needs.

How do I download and set up the template?
Once you purchase, you’ll get instant access to the Notion template. Click “Duplicate” to add it to your Notion workspace.

Do I need Notion experience?
Not at all. The template is beginner-friendly, with a simple setup guide included.

A Quick Note

I’ve tested and fine-tuned these tools to be as helpful and user-friendly as possible, with regular updates inspired by user feedback. That said, no system is 100% bug-proof. If you run into a snag or something doesn’t work quite as expected, please reach out!

I’m always happy to help and improve things where I can. Your feedback genuinely helps make these tools even better!

Email: kimdesignedthis@gmail.com
Instagram & Bluesky: @kimdesignedthis

Ready to Start Budgeting?

Click “I Want This” to get Budget Buddy Lite and start managing your money with ease!