Annual Budget Planner - Notion Template

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Regain Control of Your Finances with the Annual Budget Planner

Money seems to slip away faster than it comes in, doesn’t it?

Managing your finances can be overwhelming. With bills, subscriptions, and unexpected expenses, it’s easy to lose sight of where your money is going. But it doesn’t have to be that way!

For years, I found myself struggling to manage my spending. Paydays came, and before I knew it, I had spent a large portion of my income on things I didn’t need—items that often ended up unused within weeks, if not days. By the end of the month, I was scrambling to avoid overdrafts, unable to save for important projects, big purchases, or a well-deserved vacation. Sound familiar?

You probably know this frustration all too well. You have dreams, goals, and perhaps a list of things you’d love to buy or experiences you want to enjoy. But managing your budget feels overwhelming, and you’re left wondering where all your money went. What you’re missing is a simple, effective system to help you manage your finances—one that gives you a crystal-clear view of where your money is going and empowers you to take control.

That’s why I created the Annual Budget Planner—a tool that helped me transform my finances throughout 2023 and 2024, and now, it’s here to help you do the same in 2025 and beyond.

Take Charge of Your Financial Future

With the Annual Budget Planner, managing your finances becomes intuitive and quick. Here’s how it helps you stay on top of your budget, month after month:

1. Set a Monthly Budget and Stick to It

Easily assign a budget to each month, so you know exactly how much you plan to spend. Stay within your limits and avoid those end-of-month surprises when funds are lower than expected.

2. Track Your Expenses in Real Time

Recording your expenses is quick and easy—it only takes a few seconds! For recurring expenses like rent, bills, or subscriptions, the Annual Budget Planner offers a quick step-by-step process that allows you to input all of your recurring expenses for the entire year in just a few minutes. This means you’ll know exactly what’s coming out of your account each month, giving you a clear picture of how much money you truly have available to spend.

By having these recurring costs set in advance, you’ll avoid surprises and feel more confident in your budgeting decisions. Awareness is the first step toward better financial decisions.

3. Know Where Your Money Goes

With categorized spending, you’ll see which parts of your life eat up the most money. Whether it’s dining out, entertainment, or bills, you can set monthly or annual budgets for each category to ensure you’re allocating your funds wisely.

4. Clear, Month-by-Month Overview

Get a clear snapshot of your finances for the current month and the entire year. With charts and reports, you’ll gain insights into your spending patterns and spot areas for improvement at a glance.

5. Track Your Income (Premium only)

Monitor both your expenses and income streams, so you always know how much you’re bringing in versus how much is going out. Your entire financial picture is in one place.

6. Achieve Your Savings Goals (Premium only)

Do you have a dream vacation in mind? Or perhaps a big purchase you’ve been eyeing? With the Annual Budget Planner, you can set savings goals for any project. Set your target amount, your deadline, and watch the planner calculate how much you need to save each month to achieve it. Your goals are now within reach.

7. Keep Track of Your Subscriptions (Premium only)

It’s easy to forget about the small recurring charges that add up each month. Whether it’s streaming services, apps, or memberships, this planner helps you monitor all your subscriptions and sends you reminders to cancel the ones you no longer use—so you stop paying for what you don’t need.

8. Wishlist for Future Purchases

We all have things we want to buy, but impulse purchases can derail our budgeting efforts. With the wishlist feature, you can track items you’d like to purchase in the future, helping you prioritize your spending without derailing your financial plans.

Why the Annual Budget Planner?

Whether you’re someone who struggles with impulse buying, needs to save for big life goals, or just wants to finally understand where your money goes each month, the Annual Budget Planner for Notion is here to help. It’s not just about tracking numbers—it’s about empowering you to make better financial decisions, achieve your goals, and gain the peace of mind that comes with financial clarity.

Stop guessing where your money went. Start planning where it will go.

FAQ

What is Notion?

Notion is an all-in-one platform that allows you to bring together all your tasks, projects and notes in one place.

What's a Notion template?

A Notion template is a ready-to-use page or set of pages. Simply duplicate the template in your Notion workspace and start using it. A premium template requires tens or even hundreds of hours of work. This type of template allows you to exploit all of Notion's capabilities without having to spend time building it.

Is it customizable?

You can customize the template as you see fit.

How does the Annual Budget Planner help me manage my finances better than other tools?

The Annual Budget Planner offers a simple and intuitive approach to managing your entire year’s finances in one place. You can set monthly budgets, track expenses and incomes, manage recurring payments, and create savings goals. It’s not just about tracking your spending—it helps you take control of your financial future by providing clarity and insights.

How long does it take to set up the Annual Budget Planner?

Setting up the planner is quick and easy. Thanks to the step-by-step guided process, you can input all your recurring expenses for the entire year in just a few minutes. From there, adding additional expenses and customizing categories is fast and efficient, so you can start tracking right away.

Does the template work with multiple currencies?

Yes, the template can be adapted to different currencies. The default currency is USD but you can customize it to reflect your local currency.

How do I add new expenses, and can I categorize them easily?

Adding new expenses is quick and straightforward—each entry only takes a few seconds. You just enter the amount and assign the expense to a specific category, like food, entertainment, or bills, making it easy to track where your money is going. The expense is automatically set to the current month and date but this can be modified if needed.

Can I track my savings goals and how much progress I’ve made?

Yes, the Premium version of the planner includes a dedicated section for savings goals. Whether you’re saving for a vacation, a big purchase, or an emergency fund, you can set a target amount and a deadline. The planner will calculate how much you need to save each month, and you can track your progress toward achieving those goals.

What kind of charts or reports does the planner provide?

The Annual Budget Planner includes visual reports and charts that give you a quick overview of your financial health. You can view your spending by category, track your budget over time, and get a clear picture of where your money is going month by month. This helps you identify trends and make informed decisions.

How does the subscription tracker help me save money?

The subscription tracker included in the Premium version keeps all your subscriptions in one place, showing you how much they cost on a monthly and yearly basis. You can set reminders for upcoming renewal dates and cancel subscriptions you no longer need, ensuring you don’t waste money on services you’re not using.

Can I use the template across multiple devices?

Since the Annual Budget Planner is built on Notion, it can be accessed from any device where Notion is available—laptops, tablets, and smartphones. The template is built to provide a seamless and cohesive experience across all your devices. Your data syncs automatically, so you always have access to your financial information, whether you’re at home or on the go.

Is there a learning curve to using the Annual Budget Planner, especially if I’m new to Notion?

The template is designed to be user-friendly, even for those new to Notion. It comes with easy-to-follow instructions and an intuitive layout, making it simple to get started. Plus, if you ever need help, I'm always available to answer any of your questions.

How do I download and duplicate the template into my Notion workspace?

You will receive an email which will allow you to access the template in one click. Once on the template, all you need to do is duplicate the template on your Notion workspace. This is done in one click.

Can I use it with Notion free plan?

Yes, both versions of this template works with Notion Personal Free plan. However, free Notion users are limited to one chart per workspace. A paid version of Notion may therefore be necessary if you wish to have access to all the chart views in the template. All the other features are available with the free version of Notion.

Is it refundable?

Due to the nature of this product (digital goods), it is not refundable since it cannot be returned.

Do you offer student discounts?

Yes, I do provide a 30% educational discount for students! Send me an email to contact@blockspad.com 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 contact@blockspad.com for questions and assistance, it will be my pleasure to help you!