2025 Finance Planner (Notion) 💸

NOTE: This is the Notion version of the 2025 Finance Planner. If you're not comfortable with Notion, see the PDF version of the planner!

Each December I conduct a personal finance review of the past year and plan out the coming year. Doing this has made a huge impact on my understanding of my own finances, and has helped me achieve my financial goals!

This worksheet includes:

• 10+ sections designed to help you understand your 2024 finances and make a plan for 2025
• a framework to help you break down your long-term goals into actionable tasks
• questions designed to help you reflect on your finances and plan for your future
• information to help you understand and identify your money habits
• daily, weekly, and monthly habit trackers
• a savings tracker (great for sinking funds)

In addition, the worksheet is completely customizable, and comes with:

• unlimited support (email me at organized.fi@gmail.com and I'll personally help you with any issues)

This worksheet is for you if:

• Reflecting and planning is important to you,
• You like having your thoughts organized in one place, and
• You have big goals and need to make a plan to achieve them!

Happy planning! Let’s get rich together 🤑

NOTE: You'll need to create a free Notion account to use this worksheet. If you're new to Notion or want to get a feel for how the 2025 Finance Planner works before purchasing it, here's a shorter, modified version of the planner that you can work through first:

[SAMPLE] 2025 Finance Planner