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Shared Expenses Tracker - Notion Template

44 ratings
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Shared Expenses Tracker - Notion Template

44 ratings


BLACK FRIDAY 2024 -> Get 40% off with the code BF40


Track the expenses you share with someone else and how much you owe each other.

Simplify how you manage the expenses you share with someone else. The Notion Shared Expenses Tracker helps you keep your finances transparent, organized, and stress-free.

What is it?

The Shared Expenses Tracker for Notion is the perfect solution for anyone sharing expenses with someone. It lets you track expenses and split them as you see fit. With real-time automatic balance calculation, you're always aware of who owes how much to whom. It also helps you manage recurring expenses by automatically generating them at your desired frequency, and keep an eye on outstanding bills.

With the Premium version, you can categorize your expenses and set a monthly budget by category to avoid overspending. The subscriptions tracker helps you manage your subscriptions and recurring expenses easily, so you're always aware of upcoming payments and remember to cancel unused subscriptions. The wishlist lets you save products you might want to buy later. And shared savings accounts help you save together for future projects or big purchases.

Who Is It For?

The Notion Shared Expenses Tracker is made for anyone sharing expenses with someone else. It's great for couples, two roommates or even two friends.

  • Couples: Whether you live together or not, the Shared Expenses Tracker helps you keep your relationship transparent and fair when it comes to finances.
  • Roommates: Keep track of the housing expenses and bills and split them equally to maintain healthy cohabitation.
  • Friends: Whether it's during a trip or for frequent activities with a friend, always be aware of who owes how much to whom.


Keep reading to learn more ↓


What's Inside?


Essential - Ideal for those who simply want to track their shared expenses and know how much to reimburse each other.

Stress-Free Expense Tracking

Managing shared expenses can feel overwhelming, but it doesn’t have to. The Notion Shared Expenses Tracker ensures that every expense is recorded in seconds, allowing you to instantly know who owes what. No more guesswork, no more manual calculations, just total peace of mind.

Whether you’re sharing costs with a roommate, partner, or friend, this tool takes the friction out, leaving more time for the things you enjoy together.

It also helps you keep track of your recurring expenses such as your rent by automatically generating them at your desired frequency to save even more time. And with a section dedicated to bills to pay, you'll never have to pay late fees again.

Always Know Who Owes How Much to Whom

Thanks to the real-time balance, you never need to worry about how much you owe each other. Just log your expenses as you make them and, when it’s time to settle up, you’ll be notified. Settle the accounts and with one click, the balance is reset. No more complicated math and drama.

Avoid awkward conversations and always stay on top of shared expenses without any effort.


Premium - Perfect for couples and roommates who want a complete system to manage every aspect of their common finances.

Keep Control Over Your Monthly Budgets

Want to avoid overspending on shared groceries or weekend outings? With the monthly budget categories, you can easily monitor how much you’ve spent together and how much is left in each category.

No More Unused Subscriptions

Subscriptions can easily become a financial drain if not carefully monitored. Companies are increasingly using this business model for their own benefit, because they know we'll eventually forget some of our subscriptions and give them more than we would with a one-off purchase. With the Shared Expenses Tracker, you have a way of keeping control of your subscriptions in one place. You can see exactly how much you're spending per month, who's being charged for each subscription and when. You can also sort your subscriptions by frequency of use to identify those you no longer use, and set reminders to cancel them before their renewal date.

You’ll never have to pay for a subscription that you don’t even use anymore.

Get a Clear Vision of Your Expenses

It can be tricky to keep an overview of all your expenses, especially when they're shared with someone else. But with the Shared Expenses Tracker, you can easily analyze them with charts by month, category and buyer. At a glance, you know how much you're spending per month, in which categories, and who's spending. You can also see how much your subscriptions and recurring expenses cost you per month and per year.

Add it to Your Wishlist, Decide Later

Sharing expenses with another person doesn't necessarily mean sharing the same desires or the same budgets for certain purchases. The Shared Expenses Tracker lets you save for later the things you like or might want to buy in the future. That way, you can discuss them with each other, agree on whether or not they're necessary, and set a budget and priority if they are.

Save for the Future, Together

Planning for a big purchase or a dream vacation? The Shared Savings feature lets you set a joint savings goal, track each person’s contributions, and keep an eye on your progress. No more confusion or imbalance—just a clear, shared vision for the future.

Work towards shared financial goals with ease and clarity.



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.

Will I be able to use it if I'm a Notion beginner?

All of our templates are designed so that they are powerful while still being accessible to beginner Notion users. Set up instructions are included in the template and you will find help sections throughout the template if necessary.

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.

How do I share the template with the second user?

Both you and the person you want to use this template with must have a Notion account. Once you have duplicated the template on your workspace, all you have to do is share it with the person who will use this template with you. Detailed instructions for sharing the template are included.

Can the template be used by 3 people and more?

This template works best for two people (eg. a couple, 2 roommates, etc). It will work for 3 people or more to track the expenses but it will not allow to calculate who owes how much to whom.

Can I use it with a Notion free plan?

The Essential version can be used with the Notion free plan without limitation.

The Premium version can also be used the Notion free tier. 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 of the Premium version 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 a student discount?

We offer a 30% discount to students. To receive the discount, send an email to contact@blockspad.com with your university address and we will send you the discount code.

And if I have more questions?

If you have any questions about the template, feel free to reach out to contact@blockspad.com

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