Tools9 min read
Notion vs Excel vs PDF: Which Planner is Best?
P
Plan2026 Team
January 5, 2025

# Notion vs Excel vs PDF: Which Planner is Best?
Choosing the right planner format can make or break your planning system. Let's compare the three most popular options to help you decide.
## Quick Comparison
| Feature | PDF | Excel | Notion |
|---------|-----|-------|--------|
| **Cost** | Free | Free/Paid | Free/Paid |
| **Ease of Use** | ⭐⭐⭐⭐⭐ | ⭐⭐⭐ | ⭐⭐⭐⭐ |
| **Customization** | ⭐⭐ | ⭐⭐⭐⭐⭐ | ⭐⭐⭐⭐⭐ |
| **Portability** | ⭐⭐⭐⭐⭐ | ⭐⭐⭐ | ⭐⭐⭐⭐ |
| **Collaboration** | ⭐ | ⭐⭐⭐ | ⭐⭐⭐⭐⭐ |
## PDF Planners
### Pros
✅ **Simple and Familiar** - Everyone knows how to use PDFs
✅ **Print or Digital** - Use on paper or tablet
✅ **No Learning Curve** - Start using immediately
✅ **Offline Access** - Works without internet
✅ **Beautiful Designs** - Pre-made templates look professional
### Cons
❌ **Limited Customization** - Can't easily change layout
❌ **No Automation** - Manual entry for everything
❌ **Hard to Search** - Finding old entries is difficult
❌ **No Linking** - Can't connect related items
❌ **Static** - Once printed, can't modify
### Best For
- People who love paper planning
- Those who want simplicity
- Tablet users (iPad + Apple Pencil)
- Anyone who values beautiful design
- Beginners to planning
### Recommended Tools
- GoodNotes (iPad)
- Notability (iPad)
- Adobe Acrobat
- Print and use physical planner
## Excel Planners
### Pros
✅ **Powerful Formulas** - Automatic calculations
✅ **Highly Customizable** - Create any layout
✅ **Data Analysis** - Charts and graphs
✅ **Familiar Interface** - Most people know Excel
✅ **Templates Available** - Many free options
### Cons
❌ **Steep Learning Curve** - Formulas can be complex
❌ **Not Mobile-Friendly** - Difficult on phones
❌ **Overwhelming** - Too many features for simple planning
❌ **Time-Consuming Setup** - Takes time to customize
❌ **Version Control** - Multiple file versions get confusing
### Best For
- Data-driven people
- Those who love spreadsheets
- Budget tracking
- Project management
- People comfortable with formulas
### Recommended Tools
- Microsoft Excel
- Google Sheets (free, cloud-based)
- Apple Numbers
## Notion Planners
### Pros
✅ **All-in-One** - Notes, tasks, databases in one place
✅ **Highly Flexible** - Endless customization
✅ **Beautiful** - Clean, modern interface
✅ **Linked Databases** - Connect related information
✅ **Templates** - Huge community sharing templates
✅ **Collaboration** - Easy to share and work together
✅ **Mobile Apps** - Works on all devices
### Cons
❌ **Learning Curve** - Takes time to master
❌ **Can Be Overwhelming** - So many features
❌ **Internet Required** - Limited offline access
❌ **Slow on Mobile** - Not as fast as native apps
❌ **Paid for Teams** - Free for personal use only
### Best For
- Tech-savvy planners
- People who want everything in one place
- Teams and collaboration
- Those who love customization
- Digital-first users
### Recommended Setup
- Daily/Weekly pages
- Project databases
- Goal trackers
- Habit trackers
- Resource library
## Which Should You Choose?
### Choose PDF if you:
- Love the feel of writing/typing on paper
- Want something simple and beautiful
- Use an iPad or tablet
- Don't need complex features
- Are new to planning
### Choose Excel if you:
- Love working with data and numbers
- Need powerful calculations
- Want complete control over layout
- Are comfortable with spreadsheets
- Focus on budgeting or metrics
### Choose Notion if you:
- Want an all-in-one solution
- Love customization and flexibility
- Work across multiple devices
- Need collaboration features
- Are willing to invest time learning
## Hybrid Approach
Many successful planners use a combination:
**Example 1: PDF + Notion**
- PDF for daily planning (tactile, focused)
- Notion for project management (flexible, searchable)
**Example 2: Excel + PDF**
- Excel for budget tracking (calculations)
- PDF for weekly planning (simple, beautiful)
**Example 3: All Three**
- PDF for daily tasks (printed)
- Excel for financial tracking
- Notion for long-term projects and notes
## My Recommendation
**Beginners**: Start with PDF
- Simple, beautiful, no learning curve
- Download our free templates and start today
**Intermediate**: Try Notion
- More powerful but still user-friendly
- Great balance of features and ease
**Advanced**: Use Excel or Hybrid
- Maximum customization
- Combine tools for best results
## Getting Started
### PDF Users
1. Download our free 2026 Yearly Planner
2. Print or use on tablet
3. Start planning today
### Excel Users
1. Download our Excel templates
2. Customize to your needs
3. Set up formulas for automation
### Notion Users
1. Create free Notion account
2. Duplicate our Notion template
3. Customize your workspace
## The Bottom Line
There's no "best" planner format—only the best format **for you**. Consider:
- Your tech comfort level
- How you prefer to work
- What features you actually need
- Your budget
- Your planning goals
Start with one format, use it for a month, then adjust if needed. The best planner is the one you'll actually use!
Download our free templates in all three formats and try them out!
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