Freelance Financial Hub - Notion Template

Take full control of your freelance finances with a clean, powerful system built entirely in Notion.

This template helps you manage your income, expenses, goals, projects, and subscriptions all in one place and fully connected!

Track everything from bank transfers to invoices, while visualizing your monthly performance, budgeting progress, and savings goals in real time.

This workspace is made to help you stay organized, focused, and financially confident!

Inside the template you will find

• Accounts to track your wallets, bank accounts, PayPal, credit cards, and more! Each account has its own dashboard with monthly summaries for income, expenses, transfers, and subscriptions.
• Categories to organize all your financial activity with monthly budgets, total spend tracking, and percentage-based progress views.
• Goals to save with purpose. Set start and end dates, track transfers, connect categories, and monitor your progress over time with a visual progress bar.
• Projects to manage freelance work. See contract amounts, remaining balances, and related invoices in one place.
• Invoices with automatic numbering, template for PDF creation, and tracking for paid and unpaid amounts.
• Incomes to log payments by date, account, category, invoice, and amount.
• Expenses to track every outgoing payment by account and category.
• Subscriptions with billing intervals, next charge dates, and a smart "mark as paid" button that logs the transaction and schedules the next one.
• Transfers between accounts, with optional connection to savings goals and full visibility of transfer-ins and transfer-outs.

Why you’ll love it

• Designed for freelancers or personal use.
• Fully mobile and desktop friendly.
• Everything is built and automated inside Notion.
• Track your finances without spreadsheets or external tools.
• Visual dashboards that actually help you stay on top of your money.
• See where your money goes, how much you’ve earned, and how close you are to reaching your goals.

No fluff. No bloat. Just a structured, intelligent workspace to manage your freelance finances in one place!