Notion · finance · 2026-10-23

Notion Income Tracker for Solo Founders (Free Build Guide)

If you'd rather not build this yourself, Solo Founder OS Pro includes a Revenue database with recurring vs one-off sales, gross, VAT, platform fees, net, currency, and sales channel, linked to each product. $29 (plus VAT where applicable). Disclosure: this is our own paid product.

This guide pairs with Solo Founder OS, and if you want the next step, read How to Track Subscriptions in Notion (Free Template).

Solo Founder OS Lite is free, but it has no income tracking. Lite covers projects, tasks, and tool subscriptions only.

Income for a solo founder rarely arrives in one tidy stream. A template sale on Gumroad, a pay-what-you-want download, a freelance invoice, a sponsorship, and a refund can all land in the same month. This guide builds a Notion income tracker that logs every payment by source and product, takes off fees and refunds, and totals each month. It works on Notion's free plan.

Income vs MRR: what this tracker covers

This tracker records all money in: one-off sales, pay-what-you-want, freelance work, sponsorships, and recurring payments alike. It doesn't calculate MRR. If you run subscriptions and want MRR per product, follow our MRR and monthly profit guide, which uses the same kind of Products database, so the two fit together.

Step 1: Create the Income database

Create a full-page database called Income, one row per payment or payout.

Properties: Date, Gross, Fees, Refund, Source, Product, Type, Invoice

• Name (title): a short label, such as "Template sale" or "Client X, October".
• Date (date): when the money was paid to you.
• Gross (number): the amount before fees.
• Fees (number): platform and payment fees.
• Refund (number): any amount refunded against this payment. Leave it at 0 if none.
• Source (select): Gumroad, Stripe, Polar, Client, Sponsor, or whatever you use.
• Product (relation to Products): which product, project, or client it came from.
• Type (select): One-off, Recurring, Freelance, Sponsorship.
• Invoice (text or URL): the invoice number or link, if there is one.

Step 2: Net income formula (copy-paste)

Add a formula property called Net:

prop("Gross") - prop("Fees") - prop("Refund")

If you charge VAT and need to take it out too, add a VAT number property and subtract it in the same formula. This is a tracking tool, not tax advice, so check with your accountant which figures you need to keep.

Step 3: Month key and monthly totals view

Add two more formulas:

Month = formatDate(prop("Date"), "YYYY-MM")

Net this month = if(
  formatDate(prop("Date"), "YYYY-MM") == formatDate(today(), "YYYY-MM"),
  prop("Net"), 0)

Then add a table view called By month, grouped by Month, with Sum turned on at the bottom of Gross, Fees, Refund, and Net. Each group shows that month's totals.

Step 4: Income by source and by product (relations and rollups)

• By source: a second table view grouped by Source, with the same column sums. It's designed to show which channel actually brings money in once fees come off.
• By product: on Products, make the Product relation two-way and add a rollup Income this month ← Income → Net this month (Sum). Add a second rollup on Net (Sum) for an all-time total.

Step 5: Importing payouts from a CSV

Most payment platforms let you download sales or payouts as a CSV. Tidy the columns in a spreadsheet so they match your property names (Date, Gross, Fees, Source), then open the Income database as a full page, choose ••• → Merge with CSV, and match the CSV columns to your properties. Notion adds new rows; it doesn't update existing ones, so watch for duplicates. Check a few rows afterwards, because amounts with currency symbols or minus signs don't always import as numbers, and set Product by hand unless your CSV has a column you can map to it.

Add expenses for profit

Income on its own tells you what came in, not what you kept. Our Notion expense tracker guide builds the costs side on the same Products database, and the MRR and profit guide shows how to bring the two together into monthly profit per product.

Limitations to know

• No currency conversion. Notion adds up numbers as entered. Pick a home currency and convert before entering.
• No automatic sync. Notion doesn't pull from Stripe, Gumroad, or Polar natively. Log payouts by hand, import a CSV, or use your own automation.
• It's tracking, not accounting. It shows what you enter. Your accountant still needs proper records.

Get the template or skip the build

Running more than one product? See our Notion template guide for indie hackers. In the UK? Our UK sole trader tracker is a spreadsheet for income, expenses, and self-assessment estimates.

FAQ

Is there a free Notion income tracker template?

As of October 2026, Notion's template gallery lists several free income trackers. Solo Founder OS Lite is free but doesn't include income tracking. The build above gives you a free income tracker, and Solo Founder OS Pro has one ready-made.

How do I track income and expenses together in Notion?

Keep them in two databases linked to the same Products database, then roll both up on each product. The expense tracker guide covers the costs side.

Can I import Stripe or Gumroad payouts into Notion?

Yes, as a CSV. Export the payouts from the platform, match the columns to your properties, and use Merge with CSV on the Income database, as in step 5. There's no live sync.

Income vs revenue vs MRR: what's the difference?

Here, income and revenue both mean money coming in, before or after fees depending on the column. MRR is only the recurring part, normalised to a month. The MRR guide covers that.

Does it work on Notion's free plan?

Yes. Relations, rollups, formulas, and CSV import all work on the free plan.

Notion is a trademark of Notion Labs, Inc. Stripe, Gumroad, Polar, and other product names are trademarks of their respective owners. We aren't affiliated with or endorsed by Notion, Stripe, Gumroad, or Polar; names are used here only to identify products.