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Annual Budget Planner - Notion Template

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Take Back Control of Your Finances in 2024 with the Annual Budget Planner for Notion

Money tends to leave our pockets more easily than it arrives there. I noticed this for many years and it prevented me from carrying out projects that were important to me, saving for major purchases or going on a trip. I'm a big spender and it was very easy for me to buy things I didn't need as soon as I got my paycheck. And often, I found myself no longer even using what I bought after a few weeks, sometimes even a few days. Then at the end of the month, I found myself counting every penny so as not to go overdrawn. I saved almost no money, which prevented me from affording a well-deserved vacation and paying important bills or making purchases that I really needed. It was so frustrating!

You surely know this frustration. You have projects, passions, travel desires, you want to please your loved ones. Unfortunately, you can't save enough money for all of this. What you're missing is a system that allows you to regain control of your finances, helps you identify all your spending categories and track them closely so you always know where your money is going.

This is the system that I am offering you today and that I have used throughout 2023. It has allowed me to identify my different categories of expenses, establish a budget for each and monitor the progress of my expenses each month and in each category. Thanks to this system, I was able to save money for things that were really important to me and deal with unexpected expenses that tend to happen more frequently than we think.

Here’s how the Annual Budget Planner for Notion will help you regain control of your finances in 2024:

  • Thanks to this quick-to-set-up and easy-to-use system, you can anticipate all your recurring expenses such as your rent, debts and subscriptions. From the start of the year, you have a clear vision of the exact amount available each month after paying your recurring expenses.
  • You can categorize each of your expenses to identify where your money is going. And your budget for each category will help you not to overspend since you will be able to know exactly how much you have spent in each category and how much you have left.
  • In addition to a budget by category, you can set a total monthly budget and a monthly savings goal to be sure to keep money for the really important things, future projects and emergencies.
  • Adding your expenses is done in seconds. In one click, you can generate a new expense then enter the amount, date and category. All calculations are then done automatically in order to monitor the state of your finances in real time.
  • A shopping list allows you to save the things you plan to buy for later. By doing so, you avoid compulsive purchases and take the time to think about the real necessity of each purchase.
  • This system helps you stay disciplined with your spending. By seeing your finances still in the green, your savings increasing and your expenses decreasing, you stay motivated and gain peace of mind.
  • And at the end of the year, you will be able to analyze all your expenses for the year, month by month and category by category in order to adjust your budgets for the following year. Of course, you can continue to use this system in 2025 and for as long as you want. It's yours for life, at no extra cost. There are instructions to help you setup a new year.

Features List

  • Add your expenses and incomes in a few seconds using the buttons
  • Establish a spending budget for each month of the year as well as a savings goal
  • Create expenditures categories and set a monthly budget for each
  • Monitor the progress of expenses and the available balance in each category and each month compared to the budget initially set
  • Know how much to save each month to fund a project, a vacation or a big upcoming expense thanks to the annual budgets
  • Know the total amount of upcoming expenses for the current month in order to compare it with your bank account and make a balance forecast
  • Save products for later in a wishlist in order to take the time to think about each purchase before going through
  • Configure the system simply and in minutes with step-by-step instructions. This entire template is user-friendly and easy to use even for a beginner Notion user thanks to the instructions for each section. And if necessary, a support email address is at your disposal to receive help

Who Is This For?

  • People who have difficulty ending the month with a positive balance in their bank account
  • People who want to closely track the distribution of their expenses in order to know where their money is going
  • People who want to allocate a budget for each of their spending categories to not spend more than necessary
  • People who want to save for a future project or to build an emergency fund
  • People who want to reduce their impulsive purchases

Why Choose The Annual Budget Planner?

This Notion template is not just a tool; it's a financial ally designed to empower you on your journey to financial serenity. Gain control over your finances, reduce stress, and make informed decisions that pave the way for a brighter financial future.


  • How will I receive the Annual Budget Planner? After the purchase, you'll receive a link to duplicate the Notion template to your workspace.
  • Can I use it with Notion free plan? Yes, this template works with Notion Personal Free plan. There is absolutely no need to subscribe to a paid Notion plan to fully use this template.
  • Do you offer student discounts? Yes, I do provide a 30% educational discount for students! Send me an email to with your edu-issued email to receive the discount. Please note that the discount cannot be combined with other discounts.
  • What if I still have questions? You can contact me at for questions and assistance, it will be my pleasure to help you!
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Annual Budget Planner - Notion Template

4 ratings
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