Notion is an all-in-one productivity tool that allows you to organize notes, tasks, projects, databases, and more. You can customize pages and templates to suit your needs, whether it’s for personal planning, team projects, or anything in between.

Sign up for a free Notion account at notion.so. Once you’re in, you’ll see a sidebar with “Getting Started” tutorials and a few starter templates. These can guide you through the basics.

Templates are pre-made page layouts for things like habit trackers and expense trackers. We focus on building simple systems to help you track and manage your money—so you can make better financial decisions and build long-term freedom.

After clicking on download,  you’ll receive a link to duplicate the template to your workspace.

At the top right of the template page, click “Duplicate” to add it to your own Notion workspace.

No, you don’t need to download the Notion app to use your template. Notion is accessible through any web browser at notion.so, so you can use your planner directly from there.

However, downloading the Notion app for your device will make it easier to access and update your planner wherever you are!

Due to the nature of digital products, no refunds or exchanges can be issued. If you have any questions, please contact me before making a purchase.