Expense sharing made easy
1,000+ downloads |
5/5
The Notion Shared Expenses Tracker is ideal for two persons sharing expenses
Couples
Whether you live together or not, keep your relationship transparent and fair when it comes to finances.
Roommates
Keep track of the housing expenses and bills and split them equally to maintain healthy cohabitation.
Friends
Whether it's during a trip or for frequent activities with a friend, always be aware of who owes what.
Two versions of the Shared Expenses Tracker are available depending on your needs.
Essential
Everything you need to keep track of common expenses
This Notion template is made for anyone sharing expenses with someone else. It's great for couples, two roommates or even two friends. This is a quick and easy-to-use system providing you everything you need to track your shared expenses.
EXPENSES CAPTURE
Easily capture shared expenses
If you've had enough of receipts and invoices piling up somewhere to keep track of your shared expenses, here's how the Shared Expenses Tracker can help you.
In one click of a button, you can log a new expense. Simply enter the amount, select the buyer and adjust the split if needed.
You can also set up automatic recurring expenses for things like your rent and Netflix subscription so you don't have to do it manually every month.
REAL-TIME BALANCE
Always know who owes how much to whom
With all those receipts and invoices piling up, it can be hard to know what's been reimbursed and what hasn't, and whether anything has been forgotten.
Fortunately, the Notion template automatically calculates who owes how much to whom as you add expenses.
You're notified when it's time to settle the accounts. And once you've paid yourself back, simply reset the balance in one click and update the reminder for the next time to settle the accounts.
BILLS TO PAY
Never pay late fees again
Keeping track of invoices between the two of you can sometimes be chaotic. You don't know who has to pay which bill, by when and which ones have already been paid.
That's why Shared Expenses Tracker lets you keep track of all your unpaid expenses and bills in a dedicated section. You can see in advance when a bill is due to be paid and by whom. And once it's done, it's just a click away from being marked as paid.
EXPENSES & REFUNDS HISTORY
Keep access to all expenses and their refund date
Sometimes you need to find information about an old expense like when it has been reimbursed. However, with an analog system, this is almost impossible. But not with Shared Expenses Tracker.
All your expenses, even once reimbursed, remain available. Every time you mark one or several expense as reimbursed, the current date is automatically set as the refund date for each expense concerned.
Premium
For those who need even more
With the Premium version, track your subscriptions, establish monthly budgets, save products to your wishlist, create shared savings accounts and analyze your expenses with charts.
CATEGORIES & MONTHLY BUDGETS
Control your monthly budgets
Sticking to the budgets allocated to each category of expenditure can sometimes be difficult.
With the Shared Expenses Tracker, you can create expense categories and define a monthly budget for each one. You can see how much has been spent in each category for the current month, by whom and how much is left in the budget.
WISHLIST
Save it now, decide later
Sometimes you need to buy something, but it's not always the right time, or you don't know if the other person will agree to make the purchase.
That's why the template includes a wishlist that lets you save items for later, set a priority and a maximum budget and whether both people agree to make the purchase.
SUBSCRIPTIONS TRACKING
No more unused, forgotten subscriptions
Keeping track of all your subscriptions and knowing who pays how much for what can be a real headache.
The Shared Expenses Tracker integrates a subscription and recurring expense tracker so you always know when your next payments are due and who's paying. It's also possible to set a reminder on a subscription so you don't forget to cancel it before it renews.
CHARTS & REPORTS
Get a clear vision of your shared finances
Analyzing the expenses you share with someone else is important to ensure that both parties are on the same page financially.
With the template's built-in graphs, you know at a glance how much you're spending each month, in which categories and who's spending. You can also see how much your subscriptions are costing you per month and per year.
SHARED SAVINGS ACCOUNTS
Save for the future, together
Setting shared financial goals for future projects can be complicated due to conflicting priorities, unclear communication and contribution omissions.
That's why Shared Expenses Tracker lets you create shared savings accounts to save for big purchases, vacations, emergency funds or any other project. Set the amount to reach and the due date, and the template will automatically calculate how much to save each month to reach your goal. You can also track each person's contributions to each savings account.
Built to be easy and fast to use, wherever you are
This template is designed to work optimally on all your devices. On mobile, the button to add an expense appears at the top for quick and easy access. The collapsable navigation allows you to quickly access any section of the template without having to scroll down.
No need to be a Notion expert
Instructions are included in the template to help you get started. The templates is easy to use even for Notion beginners. But if you get stuck somewhere and need assistance, I provide an unlimited support. Just reach out and I'll help you out.
Pay once, use forever
Choose your option and get a lifetime access to the template with only one payment.
Essential
$14
One-time payment for a lifetime access
Ideal for those who simply want to track their shared expenses and know how much to reimburse each other.
Includes:
Expense quick capture
Expenses & refunds history
Automatic recurring expenses
Bills to pay
Automatic balance calculation
Secured payment via Gumroad
Premium
$24
One-time payment for a lifetime access
Perfect for couples and roommates who want a complete system to manage every aspect of their common finances.
Includes:
Everything in Essential
Categories & monthly budgets
Wishlist
Subscriptions tracking
Shared savings accounts
Charts
Secured payment via Gumroad
Student Discount
I offer a 30% discount to students on all my templates. To receive the discount, send me an email to contact@blockspad.com with your university email address and I'll send you the discount code.
Frequently Asked Questions
Why I created this Notion template
Tracking the shared expenses between two people can be overwhelming.
You keep the receipts but you still have a hard time knowing how much each one of you has spent. They often get lost or forgotten somewhere for a long time and you're not even sure if they were refunded.
And opening a joint bank account is a long and complicated process for something that should be easy. It also requires trust and creates a commitment that you maybe don’t want to have right now.
And these are problems for anyone who has to share expenses with someone else, not just a couple. It can be two roommates living together, two friends going out often or traveling and who need to track the purchases they make.
That’s why I decided to create this Notion template.
My girlfriend and I have been using it for two years now and I can tell you it solved all our issues. We no longer have to worry about how much each one of us spent. Every time one of us buys something, we add the expense in just a few seconds. Once a month, we check who owes how much to whom, settle and reset the accounts and program a reminder for the next month. All of that in less than a minute with the confidence that everything that needed to be reimbursed has been.
Money can create a lot of complicated situations and can sometimes lead to arguments or fights. Don’t let it damage your relationship and create stress!
You now have a quick and easy to use solution!
Hey! I'm Nicolas, the founder of BlocksPad and creator of this template.
I've been using Notion since 2019 to organize my life and work. In January 2023, I took and passed the exam to become a certified Notion creator. Since then, I create templates to help people manage their life and work. I focus on creating well-designed, easy-to-use templates that meet a specific need.
Notion has really changed the way I work and organize my life, and through my templates, I hope you achieve the same result!
