Budget Buddy: Monthly Finance + Budget Tracker

Simplify Your Budget with Smart Features That Keep You on Track

Tired of complicated spreadsheets and overwhelming finance tools? With automatic budget resets and visual insights, Budget Buddy makes managing your finances easier than ever.

Budget Buddy’s smart features—like detailed spending trends and smart reimbursement tracking—help you make managing income, expenses, and spending habits simple, clear, and focused.

What is Budget Buddy?

Meet Budget Buddy—your new Notion sidekick in bringing clarity to your finances. Designed to reduce overwhelm, it focuses on exactly what you need to stay in control of your budget—nothing more, nothing less.

Who’s It For?

Budget Buddy is for anyone who wants a better budgeting system! Whether you’re a freelancer tracking irregular income, a small business owner managing expenses, or someone building new money habits, Budget Buddy keeps everything clear, organized, and easy to use.

Why Budget Buddy Stands Out

• Smart Reimbursement Tracking – Keep refunds separate from income for accurate reporting, like returned purchases or bill splits.
• Pending Refunds Log – Stay on top of refunds you're expecting and never lose track of pending reimbursements.
• Monthly Budget Reset – Automatically refreshes each month, so you start with a clean slate. No manual resets needed!
• Month-Over-Month Financial Insights – Use visual charts and comparisons to spot trends and make informed financial decisions.
• Detailed Spending Trends – Spot patterns like frequent restaurant visits and easily adjust your spending. Each budget category has its own tab, where you can monitor spending progress and track trends over time with easy-to-read visuals.
• Mobile-Optimized Dashboard – Quickly log expenses and check your budget on the go with a mobile-friendly interface.

What’s Inside?

• 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.
• Monthly Summary Reports – Get a clear snapshot of your monthly performance.
• Financial Overview – Gain a comprehensive view of your income, expenses, and overall budget health.
• Visual Charts & Insights – See your financial patterns clearly through intuitive visualizations.
• Alternate Mobile-Friendly Dashboard – Easily access and update your budget on the go with a simplified mobile interface.
• Template Guide – Includes a simple setup walkthrough to get you started in minutes.

Template Preview

Here’s a sneak peek at Budget Buddy’s most helpful features—designed to work together for a comprehensive, stress-free budgeting experience:

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 Take Control of Your Finances?

Click “I Want This” to get Budget Buddy and start mastering your finances today!