Finally — your personal budget and your freelance business, in ONE dashboard.
Most templates make you choose: a personal budget tracker, OR a business planner. This one gives you
both, fully linked, in a soft, minimal aesthetic designed for 2026.
✓ WORKS TWO WAYS — Open the included spreadsheet and start tracking today (Excel, Google Sheets,
Numbers — no extra app needed), OR follow the step-by-step guide to bring it into Notion as a fully linked
database system. Your choice.
WHAT'S INSIDE
- Dashboard — income, expenses, business net, and goal progress at a glance
- Monthly Budget — set targets by category, actuals pull in automatically
- Transactions Log — personal AND business spending in one place
- Business Income — track every client payment
- Business Expenses — flag what's tax-deductible
- Clients & Invoices — color-coded status (draft / sent / paid / overdue)
- Goals & Savings — visual progress bars for every goal
- Full Notion Setup Guide (PDF) with exact steps for relations, rollups, and formulas
- 6 ready-to-import CSV files for Notion
THE LOOK
A warm, minimal "latte" palette — cream, sage, clay, and gold — designed to feel calm to open every day, not
cluttered. Fully editable colors, fonts, and layout.
WHO IT'S FOR
Freelancers, small business owners, and side-hustlers who want their personal finances and business income
in one honest view — without learning Notion from scratch.
Instant digital download. No physical item will be shipped. Personal use only — please don't resell or
redistribute.
