Free Finance for OneNote
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8,931 Downloads
Why you’ll love it
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- Start immediately — no setup required, just open in OneNote.
- See the full picture — accounts, cards, loans, investments, tax, and philanthropy.
- Never miss a due date — add dates and flag with Outlook Tasks for reminders.
- Keep receipts and notes beside each entry with drag-and-drop attachments.
- Private and portable — synced securely across your devices; free download by email.
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Free Finance for OneNote
Manage money with clarity. This ready-to-use OneNote finance notebook lets you track accounts, bills, spending, taxes, investments, loans, donations and more — all in one private place.
What’s inside
Finance Sections – Accounts, Credit Cards, Loans, Investments, Tax, Philanthropy, and Super/Retirement Fund.
Philanthropy Tracker – Log donations with Who, Date, Amount, Frequency (Once-off, Monthly, Annual) and Type (Tax-deductible).
Quick Add & Edit – Duplicate whole rows/columns to add new items fast; tweak labels as needed.
Reminders – Add a date and flag it with Outlook Tasks to get due-date reminders for bills or renewals.
Receipts & Proof – Drag & drop files or images into the Attachments column for instant reference.
Clean Tables – Pre-formatted columns for Description, Who, Date, Frequency, Type, Amount, Notes, Attachments.
OneNote-Ready – Works on Windows, Mac, iOS, Android, and web — synced across devices.
Instant Download – Free template delivered to your inbox.
★★★★★
Replaced spreadsheets for our household. The Accounts, Cards, and Bills pages keep everything tidy.
Ava R.
★★★★★
Love the Philanthropy page — frequency checkboxes and a Tax-deductible toggle make EOFY a breeze.
Noah W.
★★★★★
I just paste receipts into the Attachments column. Perfect paperless record-keeping.
Sophie K.
★★★★★
The Outlook reminder tip stopped late fees. Simple, practical, and private.
Liam D.
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