Creating a Powerful Finance Tracker in Notion: Comprehensive Template Step by Step Tutorial
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- Опубликовано: 2 июн 2023
- In this comprehensive tutorial, learn how to create a powerful finance tracker in Notion using our step-by-step template guide. Take control of your finances, track your income, expenses, accounts, and more with ease.
Download Notion : affiliate.notion.so/cvw2lapa7yx8
Download the FREE template here: rosidssoy.gumroad.com/l/finan...
New UPDATED Tutorial (with Formula 2.0): • Creating A Powerful Fi...
📊 Dashboard Overview: Get a high-level view of your finances with our custom-designed dashboard. Monitor income, expenses, account balances, and financial goals all in one place.
📝 Create Database for Accounts: Keep track of your various accounts, from bank accounts to credit cards, with a centralized database. Stay organized and gain a clear picture of your financial standing.
💰 Track Income and Expenses: Never lose sight of your income sources and expenses. Create dedicated databases to accurately record and analyze your income and spending patterns.
💸 Manage Spending Categories: Categorize your expenses to gain insights into your spending habits. Our spending category database allows you to set budgets and track actual spending for each category.
🔄 Track Transfers and Recurring Payments: Keep tabs on transfers between accounts and recurring payments like subscriptions or bills. Maintain financial transparency and plan your cash flow effectively.
🎯 Set and Monitor Finance Goals: Define and track your financial goals with our dedicated database. Stay motivated and measure your progress towards financial success.
📚 Create Navigation Panel: Navigate effortlessly through your finance tracker with a well-organized navigation panel. Access different sections and databases with ease.
⚙️ Customize the Dashboard View: Tailor the dashboard view to your preferences. Add cards, tables, and other elements to create an informative and visually appealing dashboard.
Start organizing your financial life today with our Notion finance tracker template.
🔔 Don't forget to like, comment, and subscribe to our channel for more useful tutorials and templates. Let us know your thoughts in the comments below!
Hi everyone, thanks for watching my video!
I just released an updated tutorial for the Finance tracker with the new Notion Formula. Please check this out:
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=8DKNaioE0VQsj6kw
A user of free plan can create and use it ?
@@bmzahidulislam yes, can use it
@@rosidssoy Thanks for the fastest reply. The database and function you showed here, can a free user do and apply those ? I read some random post that free users can't use customized database and formulas. I would be glad if you respond and confirm. I love the tutorial and template . Tanks in advance and awaiting.
@@bmzahidulislam are you referring to the notion free vs paid plan?
I never comment tutorials, but man that template is incredible, exactly what I was looking for. Thanks for your time and your work
Thank you so much for this tutorial. Loved it
Super super tutorial and super useful. Nice, clear and satisfying
This template is golden. thanks for the effort my guy your the notion goat.
Great video, I found it very helpful! I could follow it step by step and modify it to my needs when necessary. Good work!
So glad the video worked out well for you. if you're hungry for more contents like this, don't forget to subscribe. 😁
great tutorial! I loved it how simple but effective the second brain looks like. Will give it a try!! I would love if you could do a tutorial on a uni student hub that could be related to this same template. Cheers!
Finally First time to find someone who explans something in Notion clearly, Thanks very much
You're welcome, happy to hear that! 🥳
This is amazing and insightful content. Thank you so much! ❤
Thanks for watching and your kind words 🤩
Amazing template, appreciate the time you took to make it
Thanks for the kind words, i'm really glad you liked the template and hopefully it will be useful. thanks for watching my content..
This was great thank you!
Hi Rosidssoy! Realmente tu vídeo me ha sido de MUCÍSIMA ayuda. Estoy eternamente agradecida contigo
¡Muchas gracias por tu amable comentario! Me alegra mucho saber que mi video te ha sido de gran ayuda. Es un honor poder brindar contenido valioso y contribuir de alguna manera. Tu apoyo y gratitud significan mucho para mí. ¡Un fuerte abrazo y que sigas teniendo mucho éxito en todo lo que emprendas!
Finally, Found the Ultimate Powerful Finance Tracker! Thanks
Hey bro, thanks for this. Exactly what I needed
Thank you!!! It really helped me!
Outstanding turorials! I hope I could make something this valuable in Notion soon. Thanks for your efforts!
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
The best step by step notion tutorial ever! The pacing is perfect and easy to follow, voice is clear and on the mark, no bs lengthy explanation. I love it! Please make more template videos like this, keep the tutorial simple and easy 🥳
Thanks a lot! absolutely will create more tutorials. I'm planning to recreate the finance tracker tutorial 2.0 with updated formulas..
@@rosidssoycan you update this formula please if(prop("Status") == "Inactive", 0, if(prop("Billing") ==
"Yearly'，prop（"Cost"）/12, prop（"Cost'））） 🙏🏻 because it’s not working now
@@alexkto3012 Hi, sorry for that, could you please check by downloading the free template as I mentioned in the description?
@@rosidssoy ok , thank you 😊
AGREE! the only thing it is missing is time stamps!
Thanks. This is exactly what I've been looking for
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
Thanks for this tutorial..........it was so helpful.
Bro, you are a genius, you have really helped me build my finance dashboard, i have been able to build a great dashboard, thanks a ton fo solving my biggest pain area
Great to hear it man! Thanks for watching my video🥳
I've been using it for half year, and its doing excellent!! 10/10
how do u add money in existing goal?
@@Niggamon123 Sorry, I only use the category section to see how much Im spending during the current month so I know how much left I have on each category. (Food, chips, fixed payments, suscriptions, etc)
Thank you a lot! Have a great day
Thanks for watching! dont forget to subscribe 😀
Love it and enjoying it. Thks a lot
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
Appreciate this
Thank you a lot
Step by step video amazing!!! Very clear and helpful….
Is it possible to for each categories, create also subcategories?
I start to do it by my self….but I think is definitely better the PRO version you made it
this video is fantastic all step by step keep going dude
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
finally made it .. thank you sooooooo much
Happy to hear that! Thanks for watching my video🥳
Thanks, is my first time doing a finance tracker. This was very helpful, un abrazo
Hi Thanks a lot, happy to hear that.. dont forget to subscribe mate 😀
Thx bro ❤
amazing! thanks!!!
Thank you, hope this tutorial and template will be useful..
Thank you so much. I am in the process of setting it up. However, do you have a video on integrating currency conversion in the tracker? You see, I live in Norway, so I pay both in Norwegian kroner and USD, but I can't seem to find a video that explains how to use multiple currencies in a tracker. I am not a tech wiz...lol😆☺
Good format video 👍
Thanks bro 😃
Hi mate thank you for the template has saved me a lot of time! Is there a way to change $ to £ within the whole database as that is the currency I use?
Thanks for this wonderful template! I'm only missing the part where I can see what I saved monthly by not spending anything on the categories. Can you explain this?
Hello thank you for your video. What if I am using two currencies, how to organize it properly?
Loved the step-by-step tutorial! What is the purpose of having a separate database for reoccuring subscriptions? This would still be considered an expense correct?
Also, for reocurring monthly expenses - I wish there was a way to pre-populate things like credit card monthly payments - and their respective checkboxes on a monthly basis. Reduces the amount of manual work.
Amazing Tutorial:)
Is there a way to link subscription amounts with categories and expenses?
wowwwwwwww.. blow my mind man...
Thanks man! 🥳
Thank you!!! Not sure where the completed tab came in, but the video is still helpful!
I couldn’t figure that out either…. But this is a great video! Thank you!
Hey, thanks for commenting..
could you point out which section/minute you mean? and let me check later on..
@@rosidssoy It was just at the end when you were doing the goals section. You had a check box that said completed but I don't remember adding that column when you were setting up that page. I may have just missed it. This a very helpful video! I love this financial tracker it works perfectly.
@@rosidssoy I'm stuck on the formula in minute 44, maybe that's what they mean? No idea where it comes from and it isn't working for me
Stuck at the same 44 minutes 😅
❤ Works perfekt. Added all my stuff today......lets Hope I use it....and Not only enjoyed the building😂
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
Hi Rosidssoy, really love your videos! How can I use this template, whilst incorporating two different currencies?
Hey man! That's really a great thing. However, I am self-employed and deal a lot with amounts that are calculated including taxes. How would you integrate this into your plan? For example, in Germany, there's 7% or 19%. How can I integrate this into my commercial income and expenses so that the balance is correct in the end?
This is truly an amazing template and very dynamic! Thank you so much for making this!
I have a question regarding the recurring payments, will it be automatically deducted or do you still need to add it in manually as an expense?
Hi thanks for the kind words and for watching my video.. currently, it is still manual, but if people prefer to have automatically added to expense, i can update the template or i create some tutorials for it..
@@growwithhustle Hi thanks for answering, yes, it is still manually added right now..
@@rosidssoy Thanks so much for clarifying! Either way honestly works for me. Once again thank you so for this amazing template!
Great Video! Do you have any idea how can i organize the different transfers between accounts if they are in different currencies?
thanks for watching..
Perhaps, you can go to the transfer database, and then you can add new formula property column. This new column will show the amount in new currency. The formula is just the same variable of transfer amount, then you can edit the currency in property setting
Hi this is really great! Thank you for the tutorial. I just have a question, if I were to add a credit card tracker to the database, would you recommend that I put it as a new account under the 'Accounts' database or should I just make a new database and call it 'Debt Tracker'?
Hi, thanks for watching my video.. You need to create new database for the debt tracker and then make a relation with the account database.
If you dont want to hassle with this, you can check the finance tracker pro here : ruclips.net/video/N1briwQGTgY/видео.html
It includes the debt tracker as you mentioned..
Hi, Amazing template, I have been using this template for the past few months and I am loving it. One quick question, I need a kind of dashboard view where I can see the total expanse, and transfers of all months. How can I do that?
Hi, thank you, happy to hear that this template is useful.
So you mean that you need a monthly summary for income/expense/transfer? You need to create a new database for month, then you need to make a relation between month database and income/expense database. There you can make a formula and show the summary for each month.
If you dont want to hassle on this, actually on the pro version, I already included this feature. And after you purchase you can email me if there is customization that you want..
Hi! I have downloaded this notion template and it's absolutely amazing. Just one question, How can I change the currency from dollar to pkr on it?
Hi thanks for watching my video.. I'm sorry, I have checked the Notion and the PKR currency is not supported by Notion for now.
Wow, amazing! I didn't know how much Notion could do as a finance tracker! Quick question though, how would you go about tracking monthly categories? As I understand how the template is right now, there is no distinction between last month's "Shopping" spending and this month's spending...
+1
Please suggest a workaround to track monthly budget if you’re adding your yearly expenses in this templates
HI thanks for watching my video, yes for this free version, there is no monthly summary. Right now, I am still preparing to have this monthly summary of expense/net income and adding more features for the pro version..
Hi, you can watch the pro version here, it includes the monthly summary + debt and investment tracker.. Let me know your thoughts 😀
ruclips.net/video/N1briwQGTgY/видео.html
Can we also track for the money that we paid by credit card for others and they need to pay later?
Bro can you please help with recurring payment formula?? It doesn’t work.
There is a formula that you put in during the last part of the video in Expenses this Month. I cannot see the formula clearly. Any way to copy the formula here?
Hi! thanks you so much for the template and the tutorial, they are amazing!. If I also have a subscription every 2 months, what is the best way to write the "if" formula and update the expenses to calculate everything?
if(prop("Status")== "Inactive",0,if(prop("Billing 记账")== "Yearly",prop("Cost")*6,prop("Cost")))
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
thank you you are great, but i have question, in 15:17 in video you write formula(monthly cost), can’t write it like you, can you write it in comment i will take it copy paste in my account
Love the template! Just started using it and it is such a great tool. I am having an issue with the income tab as I want to set it so my income is reoccurring every month on the same day, but the template will show my income before the actual payday is. Any advice on how to fix this?
Same issue occurs with the transfer tab too.
amazing, is it possible to review previous months expenses from categories of each expenses?
Hi thanks for watching,yes it is possible, you need to create new database for 'months' and then you add relation to the expense database.
Actually on the pro version, we include this summary feature for each month. You can also email me if you want any customization..
Hey man, great video and amazing work. I just have few questions as i am starting a small business, Why recurring payments doesn't show as a expense, tax calculation options and salary accounts as an expense also income from fundings as a category? (no income category)
Hi bro, thanks a lot for watching my video..
Yes, the subscription payment needs to be inputted manually right now, but we can customize it to be automatically deducted from the balance. Yeah this finance trackrr needs more customizations for business expense purposes..
Can you write down here and elaborate more what is your expectation/requirement for your business purposes. The more detail the better.
Later, I will create another video about how to customize this template for business purposes..
Such a great template, i love it, but how can make my subscriptions show the amount they take out show on my "accounts"
Hi, you can manually put it in the expense list or you can automatically add the subscription expense as shown in this tutorial
ruclips.net/video/F-7n2TLXMxo/видео.html
is it possible for me to see my previous transaction on the category page?
Hi, this is a great tutorial and template. I just have a question. When you tranfered money to your goals where did the money go? I mean, do you put that money in a specific account or just in the goal section?
Hi, in case of goals. The money will be transferred to the goal balance. You can see the example on my finance tracker pro..
Am I the only one who missed the step of creating the selection if a goal/target is completed or not? Hahaha. But this is a great tutorial, good job! October is coming and me and my boyfriend really want to have more grip on our spendings, so let’s try. Set, Ready, Go!
no, me 2, i missed the same part, BTW i found more effecient way of doing that, and that is by using the filter to check whether the goal is complete or not, by Progress > or = 1 (for Completed goals) and Progress < 1 (for Ongoing goals)
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
Hey, This is really helpful.
I want to buy your Pro version of the template. But i'd like to know if you support this feature or not.
Consider my pay date is 27th of every month, the expense I spend after 27th should reflect on next month expense.
Do you support this feature?
my dashboard is very huge, how can ı make it minimal (ı did the small text, but it didn't happen like in the video)
How do I edit it so that I can have an account for my credit card which adds the expenses instead of subtracting it
Awesome tutorial and this template is great but unfortunately it doesn’t take into account recurring payments in total Account balance. Can you give advice how to fix this?
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
Hey, I love the tutorial but needs some clarification. For the life of me, I can't figure out the formula for the recurring payment. Can anyone advise?
Hi,
I'm following along with your instructions and I noticed I dont apear to have the option of tamplates at the bottom of my Peges.
When you suggest to update the original temple.
Do you know how to fix it?
Thanks
Hi thanks for watching, I dont get what is your question. Can you elaborate more?
Thank you so much. Since Notion has a "new" formula language the formula in min 44:50 doesn't work anymore and I cannot figure it out. Pls can someone help me? That would be awesome!
chat gpt has helped me: if(formatDate(now(),"MMMM YYYY")==formatDate(prop("Date"),"MMMM YYYY"), prop("Total Amount"), 0)
Excellent tutorial but I’m struggling with the section on recurring payments and formulas. I can’t see the option as shown in the video for prop(“cost”). I’ve followed along meticulously but don’t know if I’ve missed a step. It’s as the property function doesn’t exist.
I believe notion changed their formulas recently. I also cannot get the recurring payment formula section to work either.
I've been struggling as well. Were you ever able to figure out the formula?
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
is there a way to integrate this template with your second brain one ?
hi, prepurchase question, can i change the currency to IDR ? thank you
Yes, Indonesian Rupiah is available in Notion. If you purchase the template and have difficulty changing the currency, just email me, I will help to customize it..
Hi, i'm having hard time with the : "if(formatDate(now(), "MMMM YYYY") == formatDate(prop("Date")), "MMMM YYYY", prop("Total Amount"), 0)" formula, did Notion actually got updated and this formula doesn't work anymore? It seems that the prop thing is useless right now, how can I not struggle anymore with these formulas nowadays? Please answer I'm maybe not the only one! Thanks in advance, kinds regards
Same! Someone please answer
@Rosidssoy The “monthly cost” formula for recurring payments doesn’t work either :(
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
One question,
How can I set a relation between the subscriptions and the account.
I would like to have a date of payment of every subscription and to subtract this quantity of the total account ammount
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
How can I add a bank account in the column "From Account" in the "Goals" page ?
Hi, you can go to the goals page, then click the 3 dots on the right corner. Select properties and check the eye icon of the "From account properties" This from account will appear. Next, click on the right arrow " from account" property and on the "calculate row, select show unique value..
If you check the template again, I already updated it. Hope this helps..
@@rosidssoyYeah, thanks ! Your template is really useful !
Why everyone excludes debt management from finance templates :(
How Can I use one account like Cash Wallet in another Currency?
Hi, I think no direct way to change the currency in the specific account. If you change the currency for one account it will apply to all accounts.. But I have an idea, you can go to the account database, and create another formula property, there you can set the formula to have the same value as the balance property (USD) and then change the currency on the property setting to the currency you want, for example to euro. Then you can show this "second" currency on the account balance overview by showing the 2nd currency formula.. It will show both USD and EUR value..
how can we make repeting expenses like subscription
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
Hello, I need a help in the formula of the recurring payments, the formula of these video doesn’t work
Ya it doesn’t work
Hey, I downloaded your template, but I'm not understanding how I can edit and put all of my information. Can you help me? :(
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
Hi Rosidssoy, I got error in putting the formula it says "Function formatDate expects 2 arguments, but only 1 were provided. [37,55] Argument of type text does not satisfy function format....." this is the EXPENSE THIS MONTH in Expense Database
i figured it out but if i copy paste it here in the comments it looks just like the code in the video. So make sure that the prop("Date") and the prop("Total Amount") has to be a greyish box, not green because of the new formula language in notion. I hope this helps, kind of
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
44:46 Does someone know a new formula?
Thank you
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
Due to the recent Notion update, the language used is no longer the same, so the formula that appears at the 15:21 mark in the video doesn't work. I've reformulated it ; it's not complicated at all, in fact, it's nearly the same thing but adjusted.
If(status == "Inactive", 0, if(Billing == "Yearly", cost / 12, value))
It doesn't work for me (
If you could help, I would be so appreciate. There is a mistake:
If is not defined. [0,2] status is not defined. [3,9] Billing is not defined. [31,38
@@andriivasyliev4044change value to cost
You are the best)
@@wrrn88
@@andriivasyliev4044 Maybe it's because the names used for 'status' and 'Billing' are incorrect. Try using the same name you entered in the database in parentheses.
new on notion, was all going well but lost me at the formula bit I cannot seem to do it, is there anyone that could kindly explain this to me? TIA
Make sure you type out everything exactly how it was done in the video! every space, comma, and bracket really matters!
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
I cant do the formula on Recurring Payment has anyone have a Formula?
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
Am I only one who struggle with formule. On Expense this month I have error like this:
Function formatDate expects 2 arguments, but only 1 were provided. [37,49] Function if received unexpected argument. [68,69]
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
My notion says 'prop' is not defined😪
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
38:32
I'm asking, How is it possible to monetize this channel with ads and it's not over 1000 subscribers
I haven't applied for monetization yet actually. It seems that youtube can place any ads wherever they want, even though some channels are not qualified yet for the monetization requirements ( watch hours and subs).
Anyway, I'm still a newbie in this youtube channel space and i am still learning 😁
@@rosidssoy lol 😆, any way you did a great job sharing this with us, I'm using it right now
Many thanks, can I ask you for a tutorial on how to build an organizing dashboard for a preschool/kindergarten
@@MolakhsOnlinePlus Hi thanks for the suggestion for the preschool notion template. I will put this into the list. Can you elaborate more how the template will look like and the requirements? Give me an overview of what features it should have.
Anyone had problems with duplicate the template?
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
The only Missing Thing is that the recurring costs arent conected to the Accounts
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
i cant seem to make the formula work😭
Make sure you type out everything exactly how it was done in the video! every space, comma, and bracket really matters!
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f
It’s hard to follow around minute 36 when you don’t talk at all.
Hi thanks :) you can also check my latest finance tracker 2.0 with new notion formula..
ruclips.net/video/2hImDNgWpJ4/видео.htmlsi=DkgTi6z7MR9WH32f