How I Track Finances in Notion (the simple way)

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  • Опубликовано: 21 окт 2024

Комментарии • 48

  • @DanielCanosa
    @DanielCanosa  3 года назад

    Here you can find the template shown in the video: gumroad.com/l/financial-mastery

  • @RashonMurphMusic
    @RashonMurphMusic 3 года назад +1

    I LOOVEEE this template. It gave me a good start. Im editing it now to include the things I need it to do. Having the formulas already sketched out really helps out and to have the databases already sketch out really helped. Thanks so much.

  • @DelightfulGem
    @DelightfulGem 2 года назад

    This is awesome! Definitely can see how i can use it for my purposes too!

  • @shirosahab
    @shirosahab 3 года назад +1

    Have been looking for this since months bro.. thankyouu for making it Daniel 💪💪

    • @DanielCanosa
      @DanielCanosa  3 года назад +1

      Simplicity at its best! Glad it was helpful Shiromani!

  • @preciouslaplante8337
    @preciouslaplante8337 3 года назад +3

    Ooh, this is the closest to what I need that I've seen so far - So great! Wondering though, if I can add a couple more columns, like one for the totals going to taxes and another for what's going into Savings ... I'm fairly new to Notion so hoping I can easily tweak the greatness you got going here so I can include those two categories. Thanks in advance for your time :)

    • @DanielCanosa
      @DanielCanosa  3 года назад

      Sure thing! As simple as adding the columns manually and creating some extra formulas in the weeks database for the extra calculations!

  • @greenlizard812
    @greenlizard812 3 года назад

    Wonderful video Daniel! Great job, love all the useful information!

    • @DanielCanosa
      @DanielCanosa  3 года назад

      Tracking finances is one of my keystone habits! And this makes it easier

  • @arnaurapid
    @arnaurapid 3 года назад

    Gran video Dani! Muy fan de la transición de cámara en 3:53

  • @y2kpilgrim
    @y2kpilgrim 3 года назад

    This is nice and simple and gets the job done, thanks!

  • @blackrow658
    @blackrow658 2 года назад +1

    Hey, i would like to get the template. But i dont own a Creditcard :( Any chance u offer PayPal?

    • @DanielCanosa
      @DanielCanosa  2 года назад

      hey! I just now enabled PayPal in Gumroad so you should now be able to do so

  • @abhinavgarg0077
    @abhinavgarg0077 3 года назад

    Wow! This is really looking very practical!!

    • @DanielCanosa
      @DanielCanosa  3 года назад

      Thank you man! Tried to do it the simplest possible :)

  • @lsgonzalez6229
    @lsgonzalez6229 3 года назад

    Muchisimas gracias por este video, es genial y ayuda muchisimo a lo que estoy tratando de hacer. Te hago una consulta, la primera columna, la inamovible, siempre necesita info nueva? No se puede traer items ya creados? Porque hay ingresos y gastos recurrentes (almuerzo, taxi, venta x) y generar una nueva página (porque eso es lo que hace) para cosas que ya hicimos me parece un gasto de espacio fenomenal. Ojo, yo ahora lo tengo así pero bueno, por ahi se podía evitar y traer info (paginas) ya creadas. Por otro lado, sos español? porque el contenido en ese idioma sobre Notion es escaso, y si bien está subtitulado, sería una bendición escucharlo directamente en nuestra lengua. La última pregunta, la plantilla está lista para la compra pero no aclara la moneda, son dólares o euros? Gracias nuevamente!!

    • @DanielCanosa
      @DanielCanosa  3 года назад +1

      Muy buenas! Efectivamente soy Español (no consigo quitarme el acento!)
      Respecto a tu pregunta, si, la primera columna es inamovible y siempre tiene que estar ahí. Es una propiedad que se llama Title y no, no puede traer información de ninguna otra columna. Espero que en un futuro Notion modifique esto, ya que puede resultar un engorro.
      Y si, el template está en USD!

    • @lsgonzalez6229
      @lsgonzalez6229 3 года назад

      @@DanielCanosa Muchas gracias por la respuesta Daniel! (I think you speak english well enough!)

  • @martaryzhok698
    @martaryzhok698 3 года назад +1

    Hello Daniel, I purchased your template. Amazing, simple just what I needed. Thank you!
    I have a question, can I change the currency, if yes - how?

    • @DanielCanosa
      @DanielCanosa  3 года назад +1

      Hey there! So happy you like it.
      You can indeed change the currency. If your mouse hover over any of the number fields, you'll see a "123" label appear. Click on it and select the currency of your choice.

    • @martaryzhok698
      @martaryzhok698 3 года назад

      @@DanielCanosa amazing, works out. Thank you!

  • @realJohnJohn
    @realJohnJohn 2 года назад

    How would you deal when you save partial money to pay bills in next month?

  • @SivWUK
    @SivWUK 3 года назад

    Great use of Notion, could you import your monthly transaction from a third party app via CSV into Notion?

    • @DanielCanosa
      @DanielCanosa  3 года назад

      I think it would be possible, but I don't think it'll be easy... So I prefer the approach of just entering the total monthly living expenses manually into Notion, and have the full breakdown in my phone (I don't need to see the breakdown in Notion as it would just clutter my finances view)

  • @melissafleuret7945
    @melissafleuret7945 3 года назад

    Do you use anything else to track like YNAB and all that or do you manually enter in all the transactions?

    • @DanielCanosa
      @DanielCanosa  3 года назад

      So far the only way to interact with Notion is to manually enter the info.
      Praying for the API to come soon though!
      But for personal expenses I use another app and then input one entry in Notion per month with the sum of all the expenses

  • @vincedominguiano7317
    @vincedominguiano7317 3 года назад

    Where can I specifically access this template?

    • @DanielCanosa
      @DanielCanosa  3 года назад +1

      Hey there! So far there's no template for this, as it has other databases it's using, and not just the financial ones. We build it in The Notion Academy where it's part of a bigger system

    • @johndamn8713
      @johndamn8713 3 года назад

      @@DanielCanosa wish we could access it anyway. Can you link me to how to get this? or even the entire thing?

    • @DanielCanosa
      @DanielCanosa  3 года назад

      @@johndamn8713 so far it's just here, where we build it step by step: go.danicanosa.com/TNA

    • @DanielCanosa
      @DanielCanosa  3 года назад

      Hey Vince! I just created this template: gumroad.com/l/financial-mastery

  • @maciekcpc
    @maciekcpc 3 года назад

    I tried but in the case of finance I moved to Airtable - it works so much better

    • @DanielCanosa
      @DanielCanosa  3 года назад

      Cool! Mind sharing what are you doing in Airtable that you can't do in Notion?

  • @sullifeu
    @sullifeu 3 года назад

    Are you selling this template ?

    • @DanielCanosa
      @DanielCanosa  3 года назад

      Hey there! No, I'm not :( ... this is part of the system we build in my Notion program

    • @DanielCanosa
      @DanielCanosa  3 года назад +1

      Hey Sullifeu! I just created the template: gumroad.com/l/financial-mastery

  • @Keyonblack
    @Keyonblack 3 года назад

    I thought the beginning was an ad I was lookin for the skip button lol

  • @JaySnow
    @JaySnow 2 года назад

    Gosh what a gready people.. To sell templates for notion LOL - when there`s a bunch of free alternate videos on youtube how to made it. Thanks, but nope

    • @DanielCanosa
      @DanielCanosa  2 года назад +2

      Either you spend your time to build them or you buy them.
      Why pay for a computer when you can assemble it? why pay for food when you can grow it?