Notion & Google Sheets finance templates

Budget, portfolio, dividend, loan and savings goal templates

Templates & PDF Inputs not saved No install or sign-up
Budget book (2027)

Just enter transactions — monthly and category totals and over-budget alerts are calculated automatically

Excel · Google Sheets (.xlsx)CSV for Notion
Investment portfolio

Value, P&L, returns and weights calculated automatically; Google Sheets can pull GOOGLEFINANCE prices

Excel · Google Sheets (.xlsx)CSV for Notion
Dividend tracker

Annual and monthly dividends per holding, and after-tax (15.4%) amounts

Excel · Google Sheets (.xlsx)CSV for Notion
Loan repayment schedule

Change just 3 cells — principal, rate and term — for a 360-payment equal principal & interest schedule

Excel · Google Sheets (.xlsx)
Save ₩100M (savings goal)

Months to goal and monthly progress from savings amount and rate

Excel · Google Sheets (.xlsx)
Reward apps & side income log

Earnings log by app with monthly totals

Excel · Google Sheets (.xlsx)CSV for Notion

Using it in Google Sheets

  1. Download the .xlsx file.
  2. Upload it to Google Drive, open the file and choose File → Save as Google Sheets. Formulas and formatting are kept.
  3. You can also enter data on your phone with the Google Sheets app.

Using it in Notion

  1. Download the CSV for Notion.
  2. Choose Import → CSV in Notion's left sidebar to create a table (database).
  3. Change the "Amount" property type to Number (won) and "Date" to Date, then turn on Calculate → Sum at the bottom of the table to see the total.
What to check next
  1. BudgetLog by pasting card texts, yearly budget and Excel export
  2. Dividend calculator (after tax · monthly income goal)After-tax dividends and the investment needed for your goal, from amount and yield
  3. Government loan finder (eligibility check)Find the government loans you qualify for by income, assets and household

Using them with Semjigi calculators

  • Paste files exported with "Save as Excel" or "CSV for Notion" from the web budget book into these templates to keep managing them.
  • Calendar events can also be exported as CSV for Notion · Excel and as ICS (Google Calendar).
  • The loan schedule uses the same formulas as the government loan finder, and the dividend tracker the same as the dividend calculator.

Direct connection to Notion or Google accounts (automatic sync) needs account linking and a server, so for now it works by exporting and importing files.

These are Semjigi's own designs and free to print and use at home. Please don't resell the files or distribute them with the credit removed.

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