Notion · Personal finance
Zero-Based Budget Notion Template - Assign Every Dollar
Master zero-based budgeting with our comprehensive Notion template. Give every dollar a purpose, eliminate waste, and achieve complete financial clarity by ensuring your income minus expenses equals zero.
Free. No email. Duplicates into your Notion workspace.
Zero-based budget
Monthly dashboard view
Sample data
What's inside
Tab by tab
What each tab does and where its data comes from
Four views you read and three databases you fill. Finta can fill Transactions; income and envelopes are yours to set.
- Monthly dashboard
- How much income you have assigned, what is left to assign, and each envelope's spending for the month.
- Notion views
- Budget items
- One row per envelope with the amount you plan to spend this month.
- You enter
- Transaction review
- This month's transactions, ready to tag with the envelope they came out of.
- Notion views
- Monthly review
- The month's results by envelope, so you can plan next month's allocations.
- Notion views
- Income
- Your monthly take-home pay and any other income. The template totals it for allocation.
- You enter
- Categories
- Your envelopes: fixed bills, variable spending, savings goals and debt payments.
- You enter
- Transactions
- Every transaction from your accounts. Type them in, or let Finta write them.
- Finta · Transactions
Setup
Three steps to your first zero-based month
Duplicate the template into your Notion workspace.
Enter your monthly income, then set up your envelopes in Categories.
Assign every dollar across your envelopes, then track spending by hand or connect Finta.
Keep it updated automatically
Let Finta fill the Transactions database
Connect your bank, choose this page as your Notion destination, and Finta writes new transactions into Transactions. Envelope balances recalculate from there, and your allocations stay yours.
Your bank connects through Finta to this page.
Tables to enable
- Transactions
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Free Notion template
Duplicate the budget, then stop typing transactions into it
The template is free. The Finta trial is 7 days, no credit card required.