How To Create A Budget In Notion

Establishing a budget is crucial for financial stability and reaching your financial objectives. Notion provides a straightforward way for you to tailor a budget according to your requirements and tastes. This article will lead you through the steps of setting up a budget using Notion.

Step 1: Create a New Page

To start creating your budget in Notion, you need to create a new page. Click on the “New” button in the top left corner of the screen and select “Page” from the drop-down menu.

Step 2: Add a Table

Once you have created a new page, add a table to it. You can do this by clicking on the “Table” icon in the toolbar above the text box.

Step 3: Customize the Table

After adding the table, customize it to suit your needs. Add columns for each category of expenses you want to track, such as rent, utilities, groceries, and entertainment. You can also add rows for each month or quarter.

Step 4: Input Your Expenses

Now that your table is set up, input your expenses for each category and month/quarter. Make sure to keep track of all your expenses, including small ones like coffee or snacks.

Step 5: Track Your Progress

Once you have inputted all your expenses, you can start tracking your progress towards your budget goals. Use the table to compare your actual expenses with your budgeted amounts and identify areas where you can cut back or save more.

Step 6: Review and Adjust

Finally, review your budget regularly and adjust it as needed. This will help you stay on track towards your financial goals and make any necessary changes to your spending habits.


Creating a budget in Notion is a simple yet effective way to take control of your finances. By following these steps, you can create a budget that suits your needs and preferences, track your progress towards your goals, and make any necessary adjustments along the way.