Track your money, without the spreadsheet spiral.

Budget Buddy is a Notion template for tracking what comes in, what goes out, and what's left over (so you can stop doing mental math in the grocery store aisle).

Log a transaction in seconds. Check your monthly snapshot. Know exactly what you've got left for rent, bills, or whatever matters most.

Who it’s for

• People who want a clearer budget without a complicated spreadsheet
• Freelancers or anyone with uneven income
• Small business owners tracking expenses
• Anyone building better money habits ("new year, new me” energy not required)

What’s inside

• Income log: track every source of income in one place
• Expense log: link each expense to a budget category, so your totals update automatically
• Budget categories + limits: set your targets once, adjust as needed
• Monthly reset: each month starts fresh, with past months saved for reference
• Reimbursements: keep “someone owes me” money separate so totals stay honest
• Pending refunds: a place to park refunds you’re waiting on
• Monthly summaries + trend views: see what came in, what went out, and what’s left
• Spending trends by category: spot patterns over time (like the “how did we spend that much on takeout?” kind)
• Charts + summaries (full version): visuals that make patterns easier to notice at a glance
• Mobile-friendly dashboard: built for quick check-ins when you’re out living your life
• Setup guide: a short, guided walkthrough to get you rolling

Using the free version of Notion?

Budget Buddy Lite is included as a simpler option designed for a free account.

To use all the dashboards, trend views, and monthly summaries in the full version of Budget Buddy, you'll need a Notion Plus or Business plan.

What is Notion?

Notion is a flexible workspace for notes, lists, and databases. If you're new to it, don't worry—you don't need any experience to use this template. All you need is a Notion account (sign up at notion.so).

For Budget Buddy Lite, a free account works perfectly.

For the full version of Budget Buddy, you'll need a Notion Plus or Business plan to see all the charts and summaries.

Designed for real life

Budget Buddy is built to reduce the mental load. It keeps the details in one place, gives you a clean monthly snapshot, and makes it easier to notice spending patterns before they become money problems.