Savings Tracker Pro — Build Wealth & Reach Your Goals in Notion
Stop Watching Your Money Disappear Without a Plan
The average American has less than $500 in savings. Most people set goals but never track them. Money comes in, money goes out — and somehow there's never enough left to save.
This Notion template changes everything.
What You Get:
A complete savings command center that automatically tracks:
✅ Bank Accounts - Checking, Savings, Investment, E-Wallet, Cash
✅ Savings Goals - Emergency fund, Vacation, Home, Car, Wedding
✅ Transactions - Income, Expenses, Savings contributions
✅ Transfers - Money movement between all your accounts
Key Features:
🎯 Set Goals That Actually Happen
- Create unlimited savings goals with target amounts
- Set deadlines and track days remaining
- Visual progress bars show how close you are
- Categorize by type: Savings, Purchase, Debt Payment, Investment
💰 Track Every Dollar
- See current balance update automatically
- Monitor income vs. expenses vs. savings
- Log transactions with categories and payment methods
- Track transfers between accounts in real-time
📊 Know Your Numbers
- Total savings overview at a glance
- Monthly and annual financial reports
- Budget vs. actual spending by category
- Savings rate calculations
🏦 Manage All Accounts
- Track checking, savings, investment accounts
- See balances across all accounts
- Monitor transfers in and out
- Quick status updates (Active, Closed)
🧮 Plan Your Future
- Built-in Savings Calculator
- Project future savings with interest rates
- Calculate months/years to reach any goal
- Compare different contribution scenarios
⚡ Smart Automation
- All calculations happen automatically
- No manual formulas to set up
- Connected databases update in real-time
- Set it once, works forever
📱 Works Everywhere
- Desktop, mobile, and web
- Notion Free and Paid plans
- Clean, beautiful interface
- Easy to customize
What's Inside:
10 Powerful Databases:
- Bank Accounts - Track all accounts with balance calculations
- Savings Goals - Set targets with progress tracking
- Transactions - Log income, expenses, and savings
- Transfers - Track money movement between accounts
- Categories - Organize by income, expense, savings types
- Savings Log - Detailed contribution history per goal
- Months - Monthly financial summaries
- Years - Annual overview and trends
- Savings Summary - Real-time dashboard metrics
- Savings Calculator - Plan and project future savings (Bonus!)
Multiple View Types:
- 📋 Table views for detailed tracking
- 📅 Calendar views for transaction history
- 🖼️ Gallery views with progress bars
- 📊 Chart views for spending analysis
- 🎯 Filtered views (By Month, By Category, By Account)
Pre-Built Dashboard:
- Clean navigation with quick-add buttons
- Active accounts gallery with balances
- Savings goals with visual progress
- Budget snapshots by category
- Monthly and annual overviews
- Savings summary card
Example Data Included:
- 5 sample bank accounts (Checking, Savings, Investment, E-Wallet, Cash)
- 8 savings goals with progress data
- 70+ sample transactions
- 10 transfers between accounts
- 25 budget categories
- See exactly how it works before customizing
Perfect For:
- 🏦 Savers building an emergency fund
- ✈️ Dreamers saving for vacation, wedding, or big purchases
- 🏠 Future Homeowners tracking down payment progress
- 💼 Budget-Conscious people wanting visibility into spending
- 📊 Spreadsheet Users ready for a better system
- 🎯 Anyone who wants to finally reach their savings goals
Quick Setup (10 minutes):
- Download and duplicate to your Notion workspace
- Review the example data to understand the system
- Delete sample data and add your real accounts
- Set up your savings goals with target amounts
- Start tracking your journey to financial freedom!
Detailed setup guide + video tutorial included.
Why This Template?
✨ Build Wealth - Actually see your savings grow with visual progress tracking
⏱️ Save Time - No more spreadsheets or checking multiple bank apps
😌 Reduce Stress - One dashboard shows your complete financial picture
📈 Stay Motivated - Progress bars celebrate every contribution
🎯 Reach Goals Faster - Clear targets keep you focused and accountable
What You'll receive:
✓ Complete Notion template (duplicate & use immediately)
✓ 10 interconnected databases with 25+ formulas
✓ Example data to see the system in action
✓ Step-by-step setup guide
✓ Video walkthrough tutorial
✓ Savings Calculator for planning
✓ Lifetime access (no subscription)
✓ Future updates included free
✓ Email support
Technical Requirements:
- Notion account (Free or Paid - both work!)
- Compatible with desktop, mobile, and web apps
- No coding knowledge required
- Fully customizable to your needs
FAQs:
Q: Will this work on Notion Free plan?
A: Yes! All features work on both Free and Paid Notion plans.
Q: Can I add more savings goals?
A: Absolutely! Add unlimited goals, accounts, and categories.
Q: Is this a one-time payment?
A: Yes! Pay once, use forever. No subscriptions.
Q: Do you offer refunds?
A: Yes, 7-day money-back guarantee if you're not satisfied.
Q: Can I track multiple bank accounts?
A: Yes! Track unlimited checking, savings, investment, and cash accounts.
Q: I'm new to Notion. Is this easy to use?
A: Yes! Includes example data and step-by-step guide to get you started.
Q: Can I use different currencies?
A: The template uses $ by default but can be customized for any currency.
Q: Does it calculate compound interest?
A: Yes! The Savings Calculator includes interest rate projections.
Get Started Today
One-time payment: $9
That's less than one month of a budgeting app subscription — but this gives you lifetime access to track every dollar toward your goals.
Click "I want this!" to start building real savings.
✅10-Minute Video Tutorial or Free 10-Minute Setup Call