Free downloadNotion import kit
Free Notion Budget Import Kit
Download a Notion budget import kit with transactions, monthly plans, savings goals and a monthly review page.
ZIP · 2 KB · No email or payment needed
How to use this template
- Download the ZIP and unzip it on your computer.
- Read START-HERE.md, then import each CSV into Notion on desktop or web.
- Set the property types and create the views described in the guide. Replace the labeled example records.
Actual budget totals and savings progress are entered manually. CSV imports do not include relations, rollups or dashboards.
Notion import help ↗What’s inside the download
Transactions CSV
Dated income and expenses with categories and accounts.
Monthly budget CSV
Planned and actual amounts entered by category.
Savings goals CSV
Target and saved amounts with target dates.
Review guide
Monthly reconciliation prompts and setup steps.
Template features
- ZIP includes three CSV files and two Markdown files
- Labeled examples to replace
- Instructions for monthly filtered and grouped views
Frequently asked questions
What do I receive?
Download a Notion budget import kit with transactions, monthly plans, savings goals and a monthly review page. Actual budget totals and savings progress are entered manually. CSV imports do not include relations, rollups or dashboards.
Is this template free?
Yes. Download the complete file without payment, an email address or a Tidy Drafts account. You may adapt it for personal and business work, including completed client documents.
How do I open and edit it?
Read START-HERE.md, then import each CSV into Notion on desktop or web. Set the property types and create the views described in the guide. Replace the labeled example records. A Notion account is required.
Can I use it more than once?
Yes. Keep a clean copy and duplicate it before starting a new project, month or client document. Replace the supplied prompts or examples with your own information.