Business Finance Planner

Business Finance Planner




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Notion Business Finance Planner

Your business finances made EASY by effortlessly managing your Revenue Forecasting, Fixed Costs, Cash Flow, and creating Financial Reporting in Notion.


No Need to Struggle. Ready to Escape the Chaos of Scattered Spreadsheets and Complex Financial Softwares?

Managing finances can be a headache for business owners and solopreneurs, yet it's crucial to maintain your business success, take better decisions and scale your revenue up. Most traditional tools are complex, time-consuming and painful to use. The use of Excel for financial management can’t be the solution in 2024.

Our Notion template has been designed to make your finances easier.

Key Benefits:

  1. Simplify Financial Management: Finance doesn't have to be a headache. Our template simplifies revenue forecasting, fixed cost planning, cash flow analysis, and financial reporting—all within Notion's safe interface.
  2. Gain Clarity: Visualize your financial data effortlessly. Our template provides clear insights into your business's financial health, decision-making should not be based on intuition alone. This system equips you with the right features to analyze real-time data and make informed decisions that drive your business forward.
  3. Save Time: No more wasted hours on manual data entry. Save valuable time by automating manual tasks, allowing you to focus on growing your business instead of getting bogged down in administrative work.
  4. Stay Organized: Keep all your financial information centralized and organized in one place. With our template, you'll never struggle to find the data you need again.

Key Features:

Revenue Forecasting: Predict future revenue with accuracy, enabling you to plan and allocate resources effectively.


Fixed Costs Planning: Easily add, track, and visualize fixed costs, giving you full visibility into your financial commitments.


Cash Flow Analysis: Goodbye to cashflow surprises! With this overview, you'll have a constant and real summary of your cashflow, allowing you to plan and strategize with confidence.


Financial Overview: Keep an overview of your business's financial health with our comprehensive financial overview feature. It helps you monitor your cash flow and revenue in real-time, allowing for efficient planning and decision-making.


Take charge of your Business Finances and thrive with our Notion Finance Planner by your side.


Business Finance Planner

✔️ Access to future updates. ✔️ 30-day money-back guarantee. ✔️ Crafted by Certified Notion Experts



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Get to know the author


Beli Löw – Notion Certified Consultant

Templates are my adult version of Lego, and creating them is my new favourite game.

After founding two companies since I was 18, worked in project management and software development for over 10 years, I found the tool which inspired me to represent every area of my life within it for the last four years so far.

Why I love this Template

Throughout my 20 years of working experience, I haven't encountered a company where the CEO didn't use a simple excel sheet for financial planning. However, when I developed this template for the first time at Notioneers, the clarity and efficiency it provided significantly enhanced our decision-making process. It's a game-changer for any organization seeking to optimize their Enhance financial planning and maintain a straightforward overview.

Can I customize the currency in the Finance Planner?

Currently it supports: Euro , Swiss Francs CHF, US Dollars $ and British Pound £.

If your currency is missing, feel free to drop us an e-mail and we’ll add your currency.

What is a Notion Template?

A Notion Template is a publicly shared page in Notion that can be duplicated. This allows you to use existing templates for you. In Notion itself you can find some templates. You can also get other people's templates online.

How can I duplicate a Template?

Once you open the template, click on the button Duplicate in the upper right corner. Now select the workspace you want to place it.

Do I need a paid Notion subscription, or can I use this template with a free account?

Nope, the free version of Notion is sufficient for the beginning.

Only if you want to upload documents larger than 5 GB or collaborate with more than 5 guests in your workspace, you will need the Personal version.

Why should i spend 79€ for this template?

We've been using this template for many years, and the release of Notion's Formula 2.0 has given us even more opportunities to create a beautifully easy-to-use template. It provides a straightforward overview of your finances. Behind the scenes it’s a complex template, but easy to use for you.

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