Creating A Powerful Finance Tracker with Formula 2.0 (Full Step by Step Tutorial)
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- Опубликовано: 28 июл 2024
- Finance Tracker 2.0 Full step by step tutorial
📥 Download Link: rosidssoy.gumroad.com/l/wealthos
🕒 Timestamps:
0:00 - Introduction
0:15 - Overview
0:51 - Create Database
22:12 - Add relations between Database
39:01 - Configure dashboard page
1:07:54 - Testing and Troubleshooting
1:12:08 - Sneak Peek into Advanced Features
Transform your financial tracking with our comprehensive Finance Tracker template in Notion! Dive into the tutorial to learn how to create and customize your tracker, manage expenses, set up seamless transfers, and configure an insightful dashboard. Download the template now and take control of your finances effortlessly.
#FinanceTracker #NotionTemplate #FinancialManagement #Budgeting #NotionTutorial #MoneyManagement #WealthOS #PersonalFinance
Hi everyone, thanks for watching my video!
if you have difficulty to add emoji, you can press "Win" +"." (for windows user).
Thank you so much!! For those of us who are making our first budget ever... Do you have any sort of tutorial on how to use your template? It is incredible, but I am also having trouble figuring out how to record transfers out of my account to external accounts vs internal accounts, and also, not entirely sure how to categorize a credit card payment.. Is there any help you could offer?
Very detailed and informative tutorial. Thank you very much for your contribution here. I have so much fun doing along your video.
Here is the long formula: if(prop("Expense this Month") /prop("Monthly Budget")1, "Used " + format(round((prop("Expense this Month") /prop("Monthly Budget"))*10000)/100) + "%,"+ style(" Overbudget ⚠","b","i","red"),style("Not Budgeted","b","i")))
thanks a lot man
if(prop("Expense this Month") /prop("Monthly Budget")1, style("Used " + format(round(((prop("Expense this Month") /prop("Monthly Budget"))*10000)/100)),"b","i") + "%,"+ style(" Overbudget ","b","i","red"),style("Not Budgeted","b","i")))
Thank you
Hi Rosidssoy... This is tremendous and very useful. I wanted to share that under the Database/Subscriptions Monthly Cost Formula, you made an error with the "Quarterly" math; it should be /3 not /4 (i.e., 3 months in a quarter). Here's the formula I used (and added Daily and Semi Yearly): if(prop("Status") == "Inactive",0, if(prop("Billing") == "Yearly",prop("Amount")/12, if(prop("Billing") == "Semi Yearly",prop("Amount")/6, if(prop("Billing") == "Quarterly",prop("Amount")/3, if(prop("Billing") == "Daily",prop("Amount")*30,prop("Amount"))))))
Is this in formula 1.0 or 2.0? I'm no coder - and am lost why this isn't being accepted.
if(prop("Expense this Month")/prop("Monthly Budget")1, "Used " + format(round((prop("Expense this Month") /prop("Monthly Budget"))*10000/100) + "%,"+ style(" Overbudget ⚠","b","i","red"),style("Not Budgeted","b","i")))
did it work on you?@@eclipsenow5431
@@eclipsenow5431 Here's the new code:
if(prop("Expense this Month")/ prop("Monthly Budget") 1,
"Used " + format(round(prop("Expense this Month") / prop("Monthly Budget") * 100)) + "%, " +
style("Overbudget", "b", "i", "red"),
style("Not Budgeted", "b", "i")
)
)
Hello guys
For the formula on 29:12
Its better if you follow the formula on the notion page and not the one that is provided on the screen.
That worked for me
Wow! I'm so glad that I find this video. That 's amazing and very helpful. Thank you so much!
Yet another fantastic template; I will not stop repeating that you are creating such wonderful templates for free. This is unfair that you don't have tons of subscribers by now. Thank you so much for this one; thanks to your tutorials, I started understanding Notion much better. You're my favorite RUclipsr on Notion - keep it up! :)
Thank you for sharing this tutorial! I’ve learned so much. ☺️
this was great. sometimes it was a bit too quick but I just paused the video. I'll use it and see if it suits me, but it's already a huge improvement ot what it was before
Thanks!
Thank you so much, you already have the best templates❤️
It would be very generous of you if you could paste all the formulas to this youtube description 😅
currently sitting at 23:36, and i just had to stop and say you are a LEGEND for making this video, this was exactly what i was looking for in a finance tracker. sure i had to pause and rewind many times going through the video, but even then you still took the time to add in a short pause to make my life just a little easier. you sir, are a gentlemen and a scholar. the attention to detail in this video is spectacular. keep it up! SUBBED
i recommend having a copy pasta available for formulas :D
Too easy to understand you're super cool appreciate 👍🏻
Best Tutorial ever
Thank you for your efforts! :)
29:12 Correct Formula is:
if(prop("Expense This Month")/prop("Monthly Budget")1,"Used "+format(round(prop("Expense This Month")/prop("Monthly Budget"))*10000/100)+"%,"+style("Overbudget ⚠️","b","i","red"),style("Not Budgeted","b","i")))
Just Copy & Paste. There is a very small error in the formula provided, which is why many of you hate having issues with it. Enjoy!
Life saver, Thank you!!!
thanks a lot!
thanks a lot! :)
you are the best!
thank you so much
How would you manage accounts and expenses in different currencies? Thanks for the amazing video and template!
Thank you so much! This is super helpful!
you're welcome, happy to share :)
Love it! Thanks a lot man
Great tutorial, especially for beginners to learn concepts and databases. I would also like to point out an issue that is luckily easy to fix. Let say for example at this timestamp 31:25 you have formula for "Mo. Target Status" where you divide "Income This Month" / "Monthly Target"... In Monthly target you have Bonus that is equal to 0, and some really basic math says that dividing by zero is impossible, therefore, the formula won't work as expected...
What should be done is correcting formula with another "if" as error handling, to check if Monthly Target is equal to 0. If it is, check if Income this month is larger than 0 or not, and print the right text for both cases, and if Monthly Target is not equal to 0, only then, apply the formula you already provided.
This is some basic error handling, hope it helps...
(EDIT: Provided formulas in reply to this comment)
In this comment, I am going to provide fixed formulas for
"Expense Type & Budget" table - "Monthly Utilization" field,
and also fixed formula for,
"Income Type & Target" table - "Mo. Income Target Status" field.
NOTE TO EVERYONE:
For the love of God, please verify that your database column names match the column names in my formulas, and also, in my examples I used "$" as a currency inside my formulas, just make sure to change it or remove it as needed!!!!!!
[1] "Expense Type & Budget" table - "Monthly Utilization" field FORMULA:
if(prop("Monthly Budget")==0, if(prop("Expenses This Month")>0, prop("Expenses This Month")+"$"+style(" Overbudget","b","i","red"), style("Not Budgeted","b","i")), if(divide(prop("Expenses This Month"),prop("Monthly Budget"))1,format(round(divide(prop("Expenses This Month"),prop("Monthly Budget"))*10000/100))+"%"+style(" Overbudget","b","i","red"),style("Not Budgeted","b","i"))))
[2] "Income Type & Target" table - "Mo. Income Target Status" field FORMULA:
if(prop("Monthly Target")==0, if(prop("Income This Month")>0, prop("Income This Month")+"$"+style(" Above Target","b","green"), style("Not Targeted", "b")), if(divide(prop("Income This Month"),prop("Monthly Target"))=1,format(round(divide(prop("Income This Month"),prop("Monthly Target"))*10000/100))+"%"+style(" On Target","b","green"),style("Not Targeted", "b"))))
I hope this helps! Have fun and keep on learning Notion!
Thank you! Solved my error
@@user-uu1ji7yb3e I am glad that I was able to help!
Not sure if you're familiar with this or not, but at 30:52 when selecting how to calculate the Rollup property, SUM is not an option, have you come across this before? @@XxTownGamersxX
You are the best😊
Thanks, very good❤
I am benefit a lot from your Notion dashboards. Every One of them! So creative and practical. Thank you so much for your sharing! While I am setting up my own Financial Tracker. I would like to add some more features for credit card. For example, my credit card period is from last month 15th, to this month 14th. So that if i have some expense record on 15th onward this month, I want to count this amount of money to next month expense. I have a problem of convert the string dates to a true date. So that i can compare my credit card payment period start date and end date with my expense date. Do you have any good idea to do that?
Excellent, I must say... Just a suggestion that there should be a mechanism to manage Receivable and Payable as Well
Hi, does anyone know how to view the % of the budget used in previous months? It only shows the percentage and expense of the current month and I would like to check how much I sticked to the budget on other months as well... Thanks for the help!
Your video is really helpful ❤❤❤
Thank youuuuu ❤❤❤❤❤❤❤❤❤❤❤❤
Thank you for this video. I would love it if you did a video explaining the logic of formulas because 😵💫😵💫😵💫 hahaha
Thank you for teaching us in such detail! Now, would it be possible to see the total spent in each month? Not just the total, but by category too. For example, in January, X amount was spent on doctors, in February Y amount, etc. Thank you in advance.
I really love this template and i followed the steps. However is there a way i can add my transaction costs when calculating expenses and transferring money between accounts.
at 31:22 there is a formula input in the Income type &Target database for the "Mo. Target Status. I cannot get that to work ? My input is this:
if(prop("Income this Month")/prop("Monthly Target")
this will help you:
if(prop("Income this Month")/prop("Monthly Target")=1, format(round((prop("Income this Month")/prop("Monthly Target"))*10000)/100) + "%"+ style("On Target ","b","green"),style("Not Targeted","b")))
@@4h00am Brilliant - Thanks alot for your help
Thank you soo much @@4h00am
@@4h00am Still doesn't work :(
I've been using this template and it's amazing. But I have one question. I wonder if we can sum up expenses between two dates. Here's the context, I have a peculiar period of expense (e.g., between the 28th day of a month till the same date next month). Can anyone advise the best formula to do so? Thanks a lot
Hi! Great template and tutorial. I'm just wondering how can I create separate expense budget for each month? In that way, I can study and compare it. Thank you!
Can we also track for the money that we paid by credit card for others and they need to pay me back later? Sometimes I need to track
1. How much to get money from each person (sometimes it’s netflix home subscriptions or when we pay in advance time to time)
2. To see real balance of credit card that I need to pay to the bank each month
Hello, I added a new Account and the put a expense record on the account but it is not subtracting from the account. thank you
Hi thank you for that amazing template, I have only one question. How can I make te expense return every month so I don't have to write it every month again.
Hey when I go to the pages under navigation I’m not able to click navigation again to return back to the dashboard! Any reason why? 😊
Will there be a updated link of this template for the people who have already bought it in gumroad?
28:00 Oh no! On saving for goals: what if I want to actually transfer money from my savings to my mortgage (as an offset against my mortgage) and use that as a safer place to store all my SINKING FUNDS FOR GOALS - AND I want to see how much I have stored there allocated to my different goals? Can I put 2 accounts in AND the FUND TO GOALS? Or will that do double counting in some unexpected way somewhere else?
Great video. How can i change currency?
I'm at 18:37 and have been loving it so far. I am sooooo new so formulas are foreign to me. I copied the formula but nothing. I'll have to check and see if you have a formula tutorial. Thanks for the awesome video. It's explained so much so far.
@rosidssoy I just read Notion formulas have had an upgrade and older formulas no longer work (and have been converted to the new format). Have you created this using the new format? If so and you'd like to share in your notes, that would be awesome.
any luck?@@debevanderheide5953
Thank you so much. I have learned a lot of things since I started following your channel. I have tried both versions you provided, and they are well-structured and clear. However, I noticed a small issue: the Subscriptions Database doesn't link to any database, which means that I have to add the subscription every time the due date comes manually. What do you think about linking the Expense Record, Expense Type, and Subscription together and using the Repeat function of the template?
Hi thanks for watching video and really glad to hear that it helps..
Yes. The subscription database is standalone and has no relation with other database. You need to add manually to the expense database each time you pay the subscription. Or you can set up automatic recurring payment.
Perhaps you can check my Wealth OS walktrough minute 20:57
Is there a way to track suppliers and client ?
For those who having problem with bills and subscription. first just change the source to bills and subscription. and watch the video to change some property and layout in it. just a simple step
How we can merge this tracker with the second brain dashboard ?
Hi, thank you so much for the in depth tutorial! I have a quick question - how do you get the date field to autopopulate the current date (see timestamp 56:54) in the pages under the quick button section? When I tested mine, I had to input the date manually. Thanks!!
Hi, it is because on the quick button setting, the date property is set to be "today". So when you click the quick button, the date will be auto populated to current date
Hey, i have a question. if i want to purchase second brain pro, is this finance tracker goes to there as well?
Tell me what to do if, for example, I want to transfer money from goals to a card?
It's the same as you show in the video, only in reverse.
Thank you so much, I love this tutorial! I'm wondering how to automatically integrate subscriptions into expenses. Is there a way to do this for payments, for example, that are regularly debited from the account?
Was wondering the same, hopefully we'll get an answer. Amazing tutorial though 😊
Same here
can you make a video using iphone shortcut adding income expense and transfer
I want to make a database for debts, how can I do that?
Hello, can anyone help me? In the monthly Budget section. for the first month I created this system It worked. For the next month also It adds the expenses in the previous month's Budgets. Please help.
Can you create a updated video with option to add credit card too, That would be the ultimate finance tracker
Yes please
how do i change the currency? i have managed to o it on the accounts as they are coming up as a template but the rest i dont see where i can do it.
same question here!
waiting for notion team new release database password because finance in ntion is sensitive.
I cannot get the formulas to work. I keep getting errors, do you have a video where you slowly go through how to enter formulas? I'm stuck at the Subscriptions portion, approximately 18:33 into the video. Thanks in advance!
Same here! It shows that O is not defined. [19,20]
My formula for subscriptions is not working 18:34
Just wanted to let you know there is a spelling mistake in the Thumbnail! It says Fianance.. Otherwise great tutorial thanks a lot!
Hi first of all wonderful template ! thanks a lot , just wanted to ask something;
Ive added all my recurring payments in the subscription database but I dont see nothing reflected or synced with the gallery view of budget under (this mo expense) ? .. how can I keep track of that ? ... greetings
Same here. Did you happen to figure it out?
first just change the source to bills and subscription. and watch the video to change some property and layout in it. just a simple step
@@hectorobtavio first just change the source to bills and subscription. and watch the video to change some property and layout in it. just a simple step
nicely done! thank you! ...wish it wasn't ai voiceover though.
Hi yeah, still not confident to use my own voice :D
But let see in the future, if this channel grows, I will consider to put more extra effort to use real voice 😁
lol it is hard to understand British, but I should used it.
The Formula for "Mo. Target Status" under "Income Type & Target" and "Monthly Utilization" under "Expense Type & Budget" doesn't work, anyone has solution on how to fix it?
error message said "Function if expects 3 arguments, but only 1 were provided. [0,8] End of input expected. [220,221]
After rewatching several times, I noticed that at 28:29 he moves one of the options in the rollup to "SUM". You will see it next to Calculate.
Hi, if I bought from you finance tracker pro version 1.2 then what is this? Is it upgrade to 2.0 or free notion template for everyone? :)
Hi, this tutorial is for free, 2.0 meaning it is using notion new formula 2.0. I made this updated tutorial because many people comment on the old finance tracker tutorial that they have difficulty to input the formula due to the notion formula updates. If you have already purchased the finance tracker pro, the latest pro version is still V1.2 :)
@@rosidssoy thank you for reply. I find the title of this template misleading a little bit for those who paid for Finance Tracker 1.2
I'm not able to add anything in subscription? It doesn't show the new button or option?
first just change the source to bills and subscription. and watch the video to change some property and layout in it. just a simple step
I still wonder why he does 1000/100 instead just multiplying by 100 at 29.00
Still missing debt tracking *sighing* why is it always excluded from templates like it is not a huge part of most peoples life
I downloaded the template, but can’t seem to add anything to the subscription database. There’s no “new” button anywhere. It’s almost like it’s not a database anymore. The new menu in the top right corner has disappeared as well. I’ve tried to troubleshoot but can’t come up with any solutions. Anyone have any insight? Thanks!
Hey,thanks. Let me check the template.
first just change the source to bills and subscription. and watch the video to change some property and layout in it. just a simple step
Ok wait! Why are you giving them free? 😱 I'm saying this as you are doing an incredible job here. Can't believe its real.😅
Haha.. it's real 🤣
Actually there is a pro version if people want to get more useful features..
@@rosidssoy well i don't think they would need anymore ! Great Work🤩
I'm following the Notion tutorial step by step, but in the formula at minute 29:07, when I copy it exactly, I get an error: 'Cannot perform mathematical operations on array and number.' I've also tried copying and pasting directly from the template without success. Can you help me troubleshoot this issue?
Same question, I checked thoroughly maybe its just a typing error but wahhh its exactly the same yet I can't proceed.
After rewatching several times, I noticed that at 28:29 he moves one of the options in the rollup to "SUM". You will see it next to Calculate.
Try to copy this
let(
expenseRatio, prop("Expense this Month") / prop("Monthly Budget"),
let(
formattedExpense, format(round(expenseRatio * 100)) + "% Used",
if(
expenseRatio 1,
style(formattedExpense + " over budget", "b", "i", "red"),
style("Not Budgeted", "b", "i", "")
)
)
)
)
@@donettefeliciano6073thank you! I’ve been troubleshooting for hours and this was it.
Try this, the formula is different but it worked for me. With this formula if your monthly budget for an expense type is 0 or blank then nothing will appear in that certain tab under monthly utilization.
if(prop(“Expense This Month”)prop(“Monthly Budget”), "Used " +round(1000*prop(“Expense This Month”)/prop(“Monthly Budget”))/10+"% " +style("Over Budget ✕ ","b","i","red"), if(prop(“Monthly Budget”)==0, "Blank")))
Hi, thank you for this tutorial but I have 1 question, why does notion keep showing "cannot do math on array and number" whenever I'm typing the formula of 'Monthly Utilization. I've been stuck there for 2 hours yet I can't find what is the problem with the formula . ruclips.net/video/2hImDNgWpJ4/видео.html
After rewatching several times, I noticed that at 28:29 he moves one of the options in the rollup to "SUM". You will see it next to Calculate.
Copy This
let(
expenseRatio, prop("Expense this Month") / prop("Monthly Budget"),
let(
formattedExpense, format(round(expenseRatio * 100)) + "% Used",
if(
expenseRatio 1,
style(formattedExpense + " over budget", "b", "i", "red"),
style("Not Budgeted", "b", "i", "")
)
)
)
)
Same, it took me a while to figure out 😭. Try this, the formula is different but it worked for me. With this formula if your monthly budget for an expense type is 0 or blank then nothing will appear in that certain tab under monthly utilization.
if(prop(“Expense This Month”)prop(“Monthly Budget”), "Used " +round(1000*prop(“Expense This Month”)/prop(“Monthly Budget”))/10+"% " +style("Over Budget ✕ ","b","i","red"), if(prop(“Monthly Budget”)==0, "Blank")))
Can you paste the formula used at 18:30 I'm not able to type it properly
Hi you can actually downlpas the template for free from the link on the description. Then you can check the formula..
@@rosidssoy Hi! The function in the template isn't working either, maybe Notion changed something that broke it?
@@rosidssoy no wayy. I just did it by myself and then i came to the comments and found this !!! hahahahaha
Thank youu btw@@rosidssoy
Formula weren’t working for me either….
Because tis is not formula 2.0.
What is the difference between this and the wealth notion template?
Hi, wealth OS is a more comprehensive tool where you can manage assets, liabilities, saving, and calculate your net worth. You can check on below video
ruclips.net/video/98-r5i-KUn4/видео.htmlsi=P6JB-1vKkN96Blce
40:00
29:07
*Formula
Hey!
I need your help, please.
Can you tell me the differencce between Accounts type: cash( this i understood), checking, Saving and Business
Thaaanks
Hi, A checking account is primarily used for everyday transactions like paying bills, making purchases, and withdrawing cash. It typically offers easy access to funds through checks, debit cards, and online transfers. Checking accounts usually don't offer high interest rates.
A savings account, on the other hand, is designed for saving money over time. It often pays interest on the balance, helping your money grow. Savings accounts may have limits on withdrawals and transfers to encourage saving rather than spending. They're ideal for building an emergency fund or saving for specific goals.
Business account is designed for your side hustle/business purpose, such as PayPal etc
@@rosidssoy thanks a lot!!
31:34 the following formula will work. Make sure to adjust the words in your database as needed.
if(
toNumber(prop("Monthly Target")) == 0,
style("Not Targeted", "b"),
if(
toNumber(sum(prop("Income This Month"))) / toNumber(prop("Monthly Target")) < 1,
format(
round((toNumber(sum(prop("Income This Month"))) / toNumber(prop("Monthly Target"))) * 100) + "%"
) +
" " +
style("Below Target", "b", "red"),
format(
round((toNumber(sum(prop("Income This Month"))) / toNumber(prop("Monthly Target"))) * 100) + "%"
) +
" " +
style("On Target", "b", "green")
)
)
The formula at 29:10 was not working for me so I fixed it. Here it is:
ifs(prop("Expense this Month")/prop("Monthly Budget")1,style("Used " + format(round((prop("Expense this Month")/prop("Monthly Budget"))*10000)/100),"b","i")+"%"+style("Overbudget⚠","b","i","red"),style("Not Budgeted", "b", "i"))
I'm very new to coading and I was struggling at this part. Yours worked for me, thanks so much for sharing your work! :)
if(prop("Gastos de este mes")/prop("Presupuesto Mensual")1, "Used" + format(round((prop("Gastos de este mes")/prop("Presupuesto Mensual"))*10000)/100) + "%," + style(" Overbudget", "b", "i", "red"), style("Not Budgeted", "b", "i")))
29:12 Correct Formula is:
if(prop("Expense This Month")/prop("Monthly Budget")1,"Used "+format(round(prop("Expense This Month")/prop("Monthly Budget"))*10000/100)+"%,"+style("Overbudget ⚠","b","i","red"),style("Not Budgeted","b","i")))
Just Copy & Paste. There is a very small error in the formula provided, which is why many of you hate having issues with it. Enjoy!
Thank you so much 👍🏻
"Function if expects 3 arguments, but only 1 were provided. [0,10] Expense is not defined. [3,10] Expected token ")". [11,12]" 😟
@@fraserlee_film I found this reply above to another comment and this fixed my issue...
@donettefeliciano6073
6 months ago
After rewatching several times, I noticed that at 28:29 he moves one of the options in the rollup to "SUM". You will see it next to Calculate.