What is included in the Notion planner?

An import package (ZIP) with a dashboard page, a weekly review page and six databases: Tasks, Habits, Goals, Journal, Budget and Budget categories, plus a five-page setup guide as a PDF.

How do I get the template into Notion?

In Notion, open Settings and choose Import, or type /zip on any page, then pick the ZIP file without unzipping it. Notion turns the Markdown file into a page and each CSV file into a database. The guide then shows which property type to set for each column.

Is there a Notion budget template in it?

Yes. The Budget database logs income and expenses, and Budget categories holds a monthly budget per category. The guide shows the relation, rollup and formula that turn them into a planned, spent and left overview for each month.

Do I need a paid Notion plan?

No. A free Notion account is enough. The import files are far below the free plan's file size limit.

Can I change the habits and categories?

Yes. Type them in the editor before downloading and they arrive filled in, or add and rename them later in Notion like any other database column or row.

Is this an official Notion template?

No. It is an independent template made for Notion by AiInviter, not affiliated with or endorsed by Notion Labs, Inc.

Notion Planner Template - Life Planner & Budget Template for Notion

Notion planner for tasks, habits, goals and money

One home page in Notion for the things you track every week: what to do, which habits you kept, the goals you are working toward, a few lines of journal and where the money went.

You get an import package for Notion and a five-page setup guide. Type your habits and budget categories before downloading, and they arrive already filled in. The overview and budget pages of the guide are free to read first.

What is in this Notion planner template

A dashboard page with a weekly checklist and a weekly review page, plus six databases: Tasks with status, priority and due date; Habits with one row per day and a check box per habit; Goals with a target date and progress; a Journal with mood and gratitude; Budget for every income and expense; and Budget categories with a monthly budget for each. A few example rows show how each one is meant to be used.

Dashboard and weekly review
Tasks, Habits, Goals and Journal databases
Budget and Budget categories databases
Setup guide with property types and views

Notion budget template with your own categories

The budget part works like a simple envelope budget. Every income and expense is a row in Budget with a date, type, category, amount and account. Budget categories lists your categories with what you plan to spend each month. The guide shows how to connect the two with a relation, add a rollup that sums what you spent and a one-line formula for what is left, then filter to this month so the numbers reset on the first.

How the template is delivered

Most Notion templates are shared as a page you duplicate. This one comes as an import package: a ZIP file with the dashboard as a Markdown page and each database as a CSV file, the formats Notion's own import accepts. In Notion, open Settings and Import, or type /zip on a page, and choose the file. The setup guide then walks you through setting the property types and adding the board, calendar and gallery views. When a ready-made duplicate link is available, it is printed in the guide as well.

Habit tracker, goals and journal in one place

Because everything sits under one page, the weekly review takes about fifteen minutes: move unfinished tasks forward, pick three priorities, look at the habit check boxes and glance at the budget. Choose your own habits before downloading, up to eight, and they become the check box columns of the Habits database.

A template for Notion, not by Notion

This is an independent template made by AiInviter for use in Notion. It is not affiliated with, sponsored or endorsed by Notion Labs, Inc. You need your own Notion account; the free plan is enough for this template.

How it works

Pick a design and open it in the editor.
Change the text and colors. The preview is free and shows a watermark.
Pay once with a card through Stripe and download the clean file right away.

Ready when you are

Try it free, pay only for the clean file.

Start editing free