Shared Expenses Tracker - Notion Template
Track the expenses you share with someone else and how much you owe each other.
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.
Keep reading to learn more ↓
What's Inside?
Two versions of the Shared Expenses Tracker are available depending on your needs.
Essential - For those who simply want to track their shared expenses and know how much to reimburse each other.
The easiest way to capture shared expenses
In one click of a button, add a new expense. Simply enter the amount, select the buyer and adjust the split if needed.
Set up automatic recurring expenses for things like your rent and Netflix subscription so you don't have to do it manually every month.
Always know who owes how much to whom
You don't need to calculate who owes how much to whom. This is done automatically and in real time.
You're notified when it's time to settle the accounts. Once you've paid yourself back, reset the balance in one click and update the reminder for the next time to settle the accounts.
Never forget to pay your bills on time
All unpaid expenses appear in a dedicated section so you know what must be paid, by whom and by when. You'll never have to pay late fees again.
And when it's done, simply tick a box to mark the bill as paid.
Always know when an expense has been refunded
Each time you mark one or several expenses as refunded, the current date is automatically set as the refund date for each expense concerned.
If you need to, you can easily find the date on which an expense was reimbursed.
Keep access to all your expenses
All your expenses, even once reimbursed, remain accessible.
View the most recent ones, those to be reimbursed and those for which there is information to be completed.
See how much you spent each month in the All by Month view.
Premium - For couples and roommates who want a complete system to manage every aspect of their common finances.
Control your monthly budgets
Sticking to the budgets allocated to each category of expenditure can sometimes be difficult.
With the Shared Expenses Tracker, you can create expense categories and define a monthly budget for each category. You can see how much has been spent in each category for the current month, by whom and how much is left in the budget.
Save it now, decide later
Sometimes you need to buy something, but it's not always the right time, or you don't know if the other person will agree to make the purchase.
That's why the template includes a wishlist that lets you save items for later, set a priority and a maximum budget and whether both people agree to make the purchase.
No more unused, forgotten subscriptions
Keeping track of all your subscriptions and knowing who pays how much for what can be a real headache.
The Shared Expenses Tracker integrates a subscription and recurring expense tracker so you always know when your next payments are due and who's paying. It's also possible to set a reminder on a subscription so you don't forget to cancel it before it renews.
Get a clear vision of your shared finances
Analyzing the expenses you share with someone else is important to ensure that both parties are on the same page financially.
With the template's built-in graphs, you know at a glance how much you're spending each month, in which categories and who's spending. You can also see how much your subscriptions are costing you per month and per year.
Save for the future, together
Setting shared financial goals for future projects can be complicated due to conflicting priorities, unclear communication and contribution omissions.
That's why Shared Expenses Tracker lets you create shared savings accounts to save for big purchases, vacations, emergency funds or any other project. Set the amount to reach and the due date, and the template will automatically calculate how much to save each month to reach your goal. You can also track each person's contributions to each savings account.
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