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For personal organisation only. Not financial advice.

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A simple, calm budget and bills tracker for 2027. By Kelp Ledger.

How to use

  1. Duplicate this page into your workspace. Sample rows are fictional: a current-month set so the budget fills in, plus January–March 2027 examples. Keep them as examples, or delete them when you start.
  2. Set your categories and monthly budgets in Databases → Categories.
  3. Add your bills with any one past due date. “Next due” rolls forward by itself.
  4. Log income and spending with the Add expense and Add income buttons below. Amounts are always positive; the Type decides where they count. “This month” follows each transaction’s Date (there are no month pages to pick).
  5. Once a month, check the Subscriptions audit and cancel what you don’t use.

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Tables and the add buttons work on Notion’s free plan. Lite has no charts. Amounts are plain numbers, so any currency works.

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Want the full Money Reset? Debt payoff (snowball + avalanche), savings goals, month pages, a Year Review and the bonus Google Sheets/Excel planner → Get the full version

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Use Add expense and Add income below. You can also add a row from the Transactions table and set the Type and Category.

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Databases

🗂️ Budget this month

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🔁 Due soon

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💸 Transactions

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