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A clean, lightweight finance system for tracking spending — designed to feel premium, but simple enough to use daily.

What you get: a transaction log + a dashboard-style set of saved views for quick insights.

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Quick start (2 minutes)

1. Open 💳 Transaction Log and add your last 3–5 purchases.
2. Fill in Date, Amount, and Tags (category).
3. Open 📊 Finance Dashboard and use the saved views to review totals and patterns.

Included pages & databases

💳 Transaction Log

📊 Finance Dashboard

How to log a transaction (best practice)

• Merchant: use a consistent name (e.g., “Tesco” not “TESCO 123”).
• Tags: pick 1–2 categories max to keep charts clean.
• Notes: optional — add context if it helps (e.g., “lunch w/ friends”).

Monthly review (10 minutes)

1. In the dashboard, check This month.
2. Look at Spending by category to spot the biggest drivers.
3. Pick one small change for next month (e.g., cap takeaways, reduce subscriptions).

Notes on the free plan

• This template only uses view types available on the Notion free plan (no charts, formulas, or automations required).
• The “dashboard” is just saved database views — keep them when duplicating.

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Tip: Consistency beats detail. A simple log you actually maintain is more valuable than a perfect system you don't.

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