I almost cried watching this. It was like you were answering my questions as I was asking them! Thank you for making it so simple for beginners like me. I have been downloading other people's templates, getting so frustrated because they did not do the basics the way I wanted them to. Now I have the ability to create a budget the way I want to. Thank you so much!
I started using Notion when all the productivity vlogs started talking about it and stopped using it because whatever I thought was possible to do in it, I was doing in dedicated apps in a better and much more streamlined way. Seeing your channel and listening to you explain how to do all this has made me go back and now, there is a page for everything that I used to do in a dedicated app thanks to you and your fabulous tutorials.
The secret is out. Some of the bigger productivity channel content creators are talking about you. Personally, I’m thrilled you’re well on your way to having a great career with this. I stumbled across your site about 2 weeks ago, look forward to more Notion tips, tricks and advanced applications. In the meantime, studying your techniques with Notion and binge watching you past work. All the best , Aloha from Maui.
@@RedGregory where can I send some ideas to you for content creation? Not presuming you’d do it. It’s very obvious your an expert in this and I’d also consider a class if you do one.
@@RedGregorymam thank you 😊 for ur efforts. I have one doubt in this above video. I wish to add year to my budget and how am I supposed to do it. It’s little bit tricky. I added in income and expenses cut when I come to total budget table year is a big issue to me. Kindly make a video of possible for that - guide me…
This is really similar to what I created! I would also suggest creating a "Categories" DB so that you know how much your spending by category. Also, a property defining what year "Income" and "Expense" apply to would lessen any confusion once December rolls around. Love your content Sarah!
I would love to know how to do that! How do you make a linked database that shows the total per category for each month seperatly? This is my first experience on Notion and I want to get used to it. :3
Add a new column by clicking + icon on the right side of the In Budget column (3. Expenses) then name it Categories and type categories like Gadget, Tech, Transportation, Subscription, etc. You can then change the property type from Text to Select. If you want to add Year column, click + icon on the upper right side of each table (2. Income and 3. Expenses) then name it Year and type the year then change the property to type from Text to Select. Hope this helps!
@@mosesfebrian Wow thank you so much! This was very helpful because my only concern was "how do I use this for multiple years and organize those years" since I'm in highschool and want to organize how I spend each year throughout my schooling.
Building along with you helps me to udnerstand what I am doing and why I am doing it, but it is a real comfort to know the template is available if I totally mess it up. Thanks!
This is great! I've also added new pages to the Balance Calculator for certain months and followed through as what you did and it works to see the budget for every month. Thank you so much!
I know your comment is half a year old, but any chance you could tell me how you linked the monthly expenses to the monthly balance? 🙈 I have created views in the balance and set a filter per month. as I set this up in April, my current one that I set up using this video is the month April. now I tried to enter something into the income and expense for month may but nothing changes in the may balance :(
Hey Sarah, I can't say how thankful I am that you are sharing your template for free and making a comprehensive video on it too! Loving your blog and content so much!
LOVE YOUR VIDEOS!! quick question about the balance calculator. When i start budgeting for the next month the calculator is still including the previous months balances. How do i get the balance calculator to calculate income / expenses and total balance for each month - rather than a yearly calculator. Thank you so much for all the help with notion, seriously impacted my productivity for the better!
Thanks for the video, all good with a very detailed explanation @Red Gregory. Similar concern here, how do i get the balance calculator to calculate income / expenses and total balance for each month - rather than a yearly calculator. Looking forward!
I just spent days trying to figure all this out before finding this video. Great job. One adjustment I made (vs yours) was to create a “Paycheck” database vs just income to account for our taxes, benefits, pre/post tax, etc. and then created views and rollups on that data. We also get paid every 2 weeks vs monthly which we need to account for.
you're very good at introducing processes without it being overwhelming or over inflating the worth. very easy to learn and apply to other processes. love your site too. thanks.
you´re amazing!!! the way you organize and use notion helps so many of us who also want to get organized and your templates are the best!! thanks a lot for making these types of videos and for providing the template for us!
To be honest, at first I didn't watch the video but I liked the way it looked and after a few easy adjusts I was able to get the template I was looking for so long, thanks a lot for all the work. In the end, I came again to finally watch the video and it was very helpful. Thanks a lot for the great work
OMG! I've been searching for a good template for money expenses for over an hour, and I jumped into your Chanel; you have a lot of resources! I'm digging into it! It's fantastic, thank you so much! You definitely gain a new subscriber.
shits. i spent 2 hrs making this template by watching this video side by side and at last. she said, i am linking this template to the description. omgggg man
I love the tutorial and how simple this is, but is there a way for the "Balance Calculator" to show total balance, expenses and income for a specific month? I noticed that it's adding everything you entered under income database. Thank you so much!
I believe you would have to create diferent Relations to each month. On the "Total Balance Data Base" create a Line for each monthly balance: "Jan Balance", "Feb Balance"... Then on the Expenses and Income Data Bases, go on the Relation Columm "ToCalculate" and Add a Link to the respective mounth. Make sure you adjust the filter for each tab só the "To calculate" Collum has both "Total Balance" and the "Month Balance" In the end you can have filter to show the Yearly Balance (Total Balance) or the Monthly Balance
This is so helpful in many ways! I am already doing my own Cash Flow page on my Notion and the way you present the formulas are remarkably sensible. Thank you so much for the great help, you saved me a lot of time browsing the internet for sensible answers, yet here I found you. Again, Thank you, might link you to my blog and recommend you to my friends. Have a good one!
Thank you so much for this! Finally I have a financial tracker that works! Now I'm trying to make a view that shows my expenses by category for every month, so I can visualize how much I'm spending on each thing. Any tips are welcome.
hey, if you ever figure it out, can you make a video on it? I am lost on how to make the Balance calculator work for every month as opposed sum of all months!
To make this whole system even smaller you can put expenses and incomes together and to make the balance work properly you could put the expenses values in negative and the incomes positive. This way when you make a rollup on the Balance database if you just select sum, it'll work just like this both databases in one
Yes! You can do this as well for a minimal approach. Maybe even create a formula that takes “expenses” tag and converts number to negative then roll up that formula.:)
Not me following this entire thing and switching between iPad and Chromebook (Chromebook was too slow to do all of it on) just to find out i could've downloaded it. oh well! i learned a new skill and it was so much fun and very easy to follow. thanks for the great tutorial!
I've been struggling with my time organization and I discovered Notion a couple of months ago and this video helped me a lot. I create my budget template alongside with your video and it helped a lot understanding its structure. Thank you for makings and sharing this!
thank you so much for sharing this! This is detailed enough to fulfill my needs but not overly so that makes it confusing, even tho you made the template available i chose to build one along your explanation and it allowed me grasp the how to even better. I'm very grateful!
Dope. Great training! Using this to hopefully build a scorecard that I can use to track social media metrics across platforms on a weekly, monthly, and yearly breakdown.
Thank you so much for this video, I am still new to notion and the step by step videos are extremely helpful! Not to mention your template was extremely helpful and not overcomplicated like some of the finance templates on notion.
Your video is so increasingly helpful! I was at a loss on how to create a decent finance tracker in Notion but now I have one that is simple and clear. Thank you so much ^_^
This is amazing! Did this with MS Excel for the last years, but I started using Notion for University since 2020 and also for private stuff since last year, so it's just amazing to have personal dashboard for all the things that go on in my head. Thank your for the great template & the good explanation.
I was going to say you’re nuts for storing financial data in Notion, but as I was watching I realized you don’t need to store anything personal such as bank info. Using Notion for this is actually a really good idea since it’s very customizable. Thanks for making and sharing this video. I spent some time on this, following your instructions which were perfect. It was very easy to set up due to your clear instructions and examples. I'll be playing around with this to see what else I can do with it. Thank you again for making this video.
This is super helpful, you explained it all really well. For someone who struggles with calculations, you made it really easy for me. Thank you for sharing your thinking
Thank you so much, this tutorial was incredibly helpful. I am new to Notion and wanted to start with a budget and this was exactly what I was looking for and following along with you helped me to understand how everything works. Thanks again!
Well done! This is the best strategy (for me) I have found to elegantly create a finance tracker without much hassle. I also found a lot of small tips you gave quite useful! (like using search to get a different sum quickly and doing the table colors) Keep up the good work :D
I almost cried watching this. It was like you were answering my questions as I was asking them! Thank you for making it so simple for beginners like me. I have been downloading other people's templates, getting so frustrated because they did not do the basics the way I wanted them to. Now I have the ability to create a budget the way I want to. Thank you so much!
SAME!!!! THANK YOU!!!
bro chill
@@sorry7668 why?
Si lo pueden traducir al español porfa
I started using Notion when all the productivity vlogs started talking about it and stopped using it because whatever I thought was possible to do in it, I was doing in dedicated apps in a better and much more streamlined way. Seeing your channel and listening to you explain how to do all this has made me go back and now, there is a page for everything that I used to do in a dedicated app thanks to you and your fabulous tutorials.
This is exactly what I was trying to build. Mine is like the poor-poor-poor man's version of yours. Awesome video.
my income is also the poor poor poor man's version of this too
@@wren4077 😂
You girl, have earned my respect. Highly underrated creator.
if(empty(prop("Budget")) or empty(prop("Amount")), "", if(prop("Budget") >= prop("Amount"), "In Budget", "Over Budget"))
The secret is out. Some of the bigger productivity channel content creators are talking about you. Personally, I’m thrilled you’re well on your way to having a great career with this. I stumbled across your site about 2 weeks ago, look forward to more Notion tips, tricks and advanced applications. In the meantime, studying your techniques with Notion and binge watching you past work. All the best , Aloha from Maui.
Nice! Thanks for watching :) I'm happy to make content. It's a lot of fun.
@@RedGregory where can I send some ideas to you for content creation? Not presuming you’d do it. It’s very obvious your an expert in this and I’d also consider a class if you do one.
@@RedGregorymam thank you 😊 for ur efforts. I have one doubt in this above video. I wish to add year to my budget and how am I supposed to do it. It’s little bit tricky. I added in income and expenses cut when I come to total budget table year is a big issue to me. Kindly make a video of possible for that - guide me…
This is really similar to what I created! I would also suggest creating a "Categories" DB so that you know how much your spending by category. Also, a property defining what year "Income" and "Expense" apply to would lessen any confusion once December rolls around. Love your content Sarah!
I would love to know how to do that! How do you make a linked database that shows the total per category for each month seperatly? This is my first experience on Notion and I want to get used to it. :3
how do i do that?
Add a new column by clicking + icon on the right side of the In Budget column (3. Expenses) then name it Categories and type categories like Gadget, Tech, Transportation, Subscription, etc. You can then change the property type from Text to Select. If you want to add Year column, click + icon on the upper right side of each table (2. Income and 3. Expenses) then name it Year and type the year then change the property to type from Text to Select. Hope this helps!
@@mosesfebrian Wow thank you so much! This was very helpful because my only concern was "how do I use this for multiple years and organize those years" since I'm in highschool and want to organize how I spend each year throughout my schooling.
@@mosesfebrian thank you, and then how to know how much income and expenses every year ?
You're probably the best Notion teach on youtube and don't even know it :) thanks so much!
This video was:
1. A well made tutorial
2. The most useful Notion video i've seen
I don't understand why people dislike this content!! This is absolutely helpful!!!! Thx:) Keep up the good work
Building along with you helps me to udnerstand what I am doing and why I am doing it, but it is a real comfort to know the template is available if I totally mess it up. Thanks!
This is great! I've also added new pages to the Balance Calculator for certain months and followed through as what you did and it works to see the budget for every month. Thank you so much!
I know your comment is half a year old, but any chance you could tell me how you linked the monthly expenses to the monthly balance? 🙈 I have created views in the balance and set a filter per month. as I set this up in April, my current one that I set up using this video is the month April.
now I tried to enter something into the income and expense for month may but nothing changes in the may balance :(
@@hernorthwind you can check the post that I made. Feel free to come back to me.
Honestly, the best notion tutorial I've come across! You are brilliant!
Wow Red. Just wow! Simple but GOLD. I demand ads on this channel.
This is one of the most helpful channels! Seriously, Red! Thank you! I am linking you on my website and everywhere!
You are by far one of the best Notion RUclipsrs. Ty.
Hey Sarah, I can't say how thankful I am that you are sharing your template for free and making a comprehensive video on it too! Loving your blog and content so much!
Can't believe you included a free template. Life changing, thanks a million!
bruhhh I can finally move on from spreadsheet now, thankyou soo much!
I have been using this template for about a year now and it really got on my track with my expenses.
So simplified, sooo easy to use. Thank you.
I wanna hug you for like 3min and tell you thank you so much Red for this video and the template that you're sharing for free thank you so much
Thank you so much
For those who want to follow along, please do it in the same exact order and in one setting to avoid something going wrong.
This is SO helpful - I’ve been faffing around trying to build something like this for weeks. Thank you for your smarts 🙏🏻
LOVE YOUR VIDEOS!! quick question about the balance calculator. When i start budgeting for the next month the calculator is still including the previous months balances. How do i get the balance calculator to calculate income / expenses and total balance for each month - rather than a yearly calculator. Thank you so much for all the help with notion, seriously impacted my productivity for the better!
I have noticed that. if you have found a solution..share it plz thanks
Also wondering about this!
Thanks for the video, all good with a very detailed explanation @Red Gregory. Similar concern here, how do i get the balance calculator to calculate income / expenses and total balance for each month - rather than a yearly calculator.
Looking forward!
Good to know that I wasn‘t the only one, that is struggling with that problem. Other than that it was a really helpful Video and Template you created.
I'm still on struggle street trying to configure a monthly balance calculator instead of a yearly. Please help!
I just spent days trying to figure all this out before finding this video. Great job. One adjustment I made (vs yours) was to create a “Paycheck” database vs just income to account for our taxes, benefits, pre/post tax, etc. and then created views and rollups on that data. We also get paid every 2 weeks vs monthly which we need to account for.
Me: how much can you teach me in one video?
Red: YES.
you're very good at introducing processes without it being overwhelming or over inflating the worth. very easy to learn and apply to other processes. love your site too. thanks.
Since I've watched this video, my finances have been a completely different thing that a while ago. Ty!
I think in my opinion this is ONE of THE BEST Budget Template and Notion Guide. Thank you so much.. Love from India
I can't thank you enough! I knew I had to severely change my spending habits and I had no idea where to begin. You've saved my life today!
Amazing video!! It really helped.
you're an amazing teacher, thank you!
you´re amazing!!! the way you organize and use notion helps so many of us who also want to get organized and your templates are the best!! thanks a lot for making these types of videos and for providing the template for us!
To be honest, at first I didn't watch the video but I liked the way it looked and after a few easy adjusts I was able to get the template I was looking for so long, thanks a lot for all the work. In the end, I came again to finally watch the video and it was very helpful.
Thanks a lot for the great work
OMG! I've been searching for a good template for money expenses for over an hour, and I jumped into your Chanel; you have a lot of resources! I'm digging into it! It's fantastic, thank you so much! You definitely gain a new subscriber.
I have been struggling with notion and this is exactly i am looking for, you cured my confusion way much better. thank you so much
shits. i spent 2 hrs making this template by watching this video side by side and at last. she said, i am linking this template to the description. omgggg man
LOL. Thanks dude, I was making the same mistake too. u saved me
I can't overstate how badly I wish I find this video sooner. ❤❤
I love the tutorial and how simple this is, but is there a way for the "Balance Calculator" to show total balance, expenses and income for a specific month? I noticed that it's adding everything you entered under income database. Thank you so much!
I had this same question did you ever get an answer or figure it out???
I am stuck on the same issue. It would make my life so easy.
I believe you would have to create diferent Relations to each month.
On the "Total Balance Data Base" create a Line for each monthly balance: "Jan Balance", "Feb Balance"...
Then on the Expenses and Income Data Bases, go on the Relation Columm "ToCalculate" and Add a Link to the respective mounth.
Make sure you adjust the filter for each tab só the "To calculate" Collum has both "Total Balance" and the "Month Balance"
In the end you can have filter to show the Yearly Balance (Total Balance) or the Monthly Balance
Hey, has anyone figured out the answer to this? I am currently struggling with the same issue😅
3:07 I didn't know about there was a quicker way to type in multiple tags; that's a great tip!
This is so helpful in many ways! I am already doing my own Cash Flow page on my Notion and the way you present the formulas are remarkably sensible. Thank you so much for the great help, you saved me a lot of time browsing the internet for sensible answers, yet here I found you. Again, Thank you, might link you to my blog and recommend you to my friends. Have a good one!
You are an angel! thanks sooo much for sharing and teaching. Exactly what I needed and had no clue how to!
THIS IS SO HELPFUL! Got lost for a second but it's all good now. Continue to create amazing works! All the best!
The tutorial is so good and very easy to understand. I like your style. I've learned a lot from your videos. IMO, you are an angel in the Notion area！
Thank you so much for this! Finally I have a financial tracker that works!
Now I'm trying to make a view that shows my expenses by category for every month, so I can visualize how much I'm spending on each thing. Any tips are welcome.
hey, if you ever figure it out, can you make a video on it? I am lost on how to make the Balance calculator work for every month as opposed sum of all months!
You have made my life a thousand times better. Thank you!
Thank you for this! I wanted to transition from using GOOGLE sheets to notion. This gave me a great start!
To make this whole system even smaller you can put expenses and incomes together and to make the balance work properly you could put the expenses values in negative and the incomes positive. This way when you make a rollup on the Balance database if you just select sum, it'll work just like this both databases in one
Yes! You can do this as well for a minimal approach. Maybe even create a formula that takes “expenses” tag and converts number to negative then roll up that formula.:)
Not me following this entire thing and switching between iPad and Chromebook (Chromebook was too slow to do all of it on) just to find out i could've downloaded it. oh well! i learned a new skill and it was so much fun and very easy to follow. thanks for the great tutorial!
I am so Thankful Sarah... Simple Budget formula for my Notion... Thanks for sharing
This video is absolutely incredible... You are from other planet. Love it! Thank you so much for your explanation.
Thanks
You are incredible and a master in Notion!!!!
this was easy to follow, easy to update on future months and very handy! Thank you veeeeeeeery much
I've been struggling with my time organization and I discovered Notion a couple of months ago and this video helped me a lot. I create my budget template alongside with your video and it helped a lot understanding its structure. Thank you for makings and sharing this!
Thank you for creating this! My Notion set up is much better and organized!
I just found this! I have a question? Why can't we use the "sum" at the bottom of Income and Expenses inside Balance Calculator?
Thank you so much for taking the time to explain so clearly and delivery such a helpful tutorial
thank you so much for sharing this!
This is detailed enough to fulfill my needs but not overly so that makes it confusing, even tho you made the template available i chose to build one along your explanation and it allowed me grasp the how to even better.
I'm very grateful!
This has been incredibly useful for me. Mine required a lot more customizations, but is all the more worth it. Thanks a lot for sharing!
This video was everything I ever needed! Thank you!
Dope. Great training! Using this to hopefully build a scorecard that I can use to track social media metrics across platforms on a weekly, monthly, and yearly breakdown.
Thank you so much for this video, I am still new to notion and the step by step videos are extremely helpful! Not to mention your template was extremely helpful and not overcomplicated like some of the finance templates on notion.
thank you very much! i really loved how you guided through the file very easily!
Your video is so increasingly helpful! I was at a loss on how to create a decent finance tracker in Notion but now I have one that is simple and clear. Thank you so much ^_^
This was so helpful lots of love
I love your notion videos. Thank you so much!! I'm your fan from Taiwan ❤
Honestly, I enjoyed this type of tutorial! It's fast paced and clear. Thank you for this!
Thank you for this helpful tool and also for you explaining step by step how to do it! It really helped me!
thanks Red! great sunday video!
Its great Iam loving notion because of your way teaching..........thanks
Thank you so much for this! Searched this for years...
This is amazing! Did this with MS Excel for the last years, but I started using Notion for University since 2020 and also for private stuff since last year, so it's just amazing to have personal dashboard for all the things that go on in my head. Thank your for the great template & the good explanation.
Really good tutorial. Thank you for sharing. Exactly what I was looking for. Looking forward to more videos.
The BEST video about notion budget i've ever seen! Thank you sooooooo much🌈😁🙌
Thank you for sharing all of your brilliant work with us all for free!
Thank you for adding the template in the description box :) God bless you!
I was going to say you’re nuts for storing financial data in Notion, but as I was watching I realized you don’t need to store anything personal such as bank info. Using Notion for this is actually a really good idea since it’s very customizable. Thanks for making and sharing this video.
I spent some time on this, following your instructions which were perfect. It was very easy to set up due to your clear instructions and examples. I'll be playing around with this to see what else I can do with it. Thank you again for making this video.
This is super helpful, you explained it all really well. For someone who struggles with calculations, you made it really easy for me. Thank you for sharing your thinking
Absolutely amazing, thanks a lot, using your build for my tiny online school
Thanks, very helpful as always and very much appreciated. Just wish Notion could do pie charts and trend lines
Thank you so much, this tutorial was incredibly helpful. I am new to Notion and wanted to start with a budget and this was exactly what I was looking for and following along with you helped me to understand how everything works. Thanks again!
I wish i could press the like button more than once. This is an incredible content. I'm really grateful!
Thank you from Brazil! 💞
Your tutorials have helped me a lot! Thank you so much!
Your videos are amazing, they've really helped me. Thank you!
I followed your video and did it along with you, and I love it! You explain things very easily and clearly! Thank you so much!
Hi, Big thanks! for the video and for sharing the template, both of them are pure gold
Wow this is fantastic, love how everything seems organized neatly and simply, gonna try this out later!
Amazing financial planner. Thank you for putting this together and sharing it with us! Greatly Appreciated Red!
Red! You are the best 🌟.
Stay blessed.
Thank you so much. Tryed to make my own lots of times, but this one beats them all!
It's great and I've learned so much in this video I love all content creator of notion
I followed you along, create job, if I knew the template was ready, maybe I'd not have done it, but I learned a lot, thank you!
Well done! This is the best strategy (for me) I have found to elegantly create a finance tracker without much hassle. I also found a lot of small tips you gave quite useful! (like using search to get a different sum quickly and doing the table colors) Keep up the good work :D
Great work, it's gonna help me a lot because I just started my company and I really suck at finances. Thank youu
Wow! this is the future! no words!
Thank you so much! Great video. I'll try to figure out a way to implement a savings table
wow you make creating formula look so easy 🤧
I was searching for a template like this for too long! Thanks for sharing your work with us!
Holy sheettt you did so well and u share it for free!!!
😱