A Personal Finance Journal Made to Help You Take Control of Your Money

Build better money habits and make smarter financial decisions with this simple, digital journal made in Notion.

Keeping track of your money doesn’t have to be stressful or overwhelming. With the Personal Finance Journal, you’ll focus on reflecting on your financial decisions, mindset, and patterns—so you can make smarter choices without the tediousness of tracking every transaction.

How to Use This Template

1. Set Your Financial Goals: Start by entering your Net Worth and Net Income goals to keep them top of mind.
2. Daily Review: Every day, reflect on your spending, saving, and financial habits. Write down insights and track your financial mood.
3. Weekly Review: Reflect on your most valuable insights from the week. Analyze your spending habits and identify one small thing to improve.
4. Monthly Review: At the end of the month, celebrate your wins and identify areas for improvement. Check-in on your goals to ensure you’re on track.
5. Repeat: Consistent reflection leads to better decisions and habits, helping you take control of your financial future with ease.

Ready to build better financial habits?

Try the Personal Finance Journal template and get started today!