Notion budget tracker template with charts
One row per expense with a planned and an actual amount. Three charts show where the money went, how the monthly total moves, and what you planned for each month.
Free for 5 charts · no card · no expiry
Actual by category
Actual per month
Planned per month
What the database needs
The charts read these properties by name. The template already has them; if you rename one in your copy, the wizard tells you which name it expected.
| Property | Type |
|---|---|
| Expense | Title |
| Category | Select |
| Month | Date |
| Planned | Number |
| Actual | Number |
Make it yours
- Duplicate the template in Notion. Open Budget Tracker on the Notion Marketplace and press Duplicate. The page, its sample rows and its three charts land in your workspace.
- Connect your copy. Sign in to ChartOmodo and connect Notion. On Notion's approval screen, tick the duplicated page so ChartOmodo can read its database.
- Create the charts. Press Create charts from your copy, pick the duplicated database, and the same three charts are built from your rows. Paste their embed links into the page in place of the sample ones.
The three charts fit the Free plan: one series each, grouped by week or month at most. Each one counts toward your plan’s charts (5 charts on Free).
What a paid plan adds
- Two or more series on one chart, from the Starter plan.
- The wizard also puts the three charts on one dashboard, Budget Tracker, with a single embed link, from the Starter plan. On Free the charts are created and the dashboard row says which plan adds it.
Questions
Can I add my own categories?
Yes. The Category property is a select: add options as you need them, and the charts pick them up on the next refresh.
What goes in the Month property?
Any date in that month. The charts group by month, so the first of the month is the simplest choice.
Can I see planned and actual on one chart?
That chart needs two series. The page for this template says which plan includes it; the three charts here work on every plan.