A Financial Notion: My Financial Tracker Build | Step-by Step Notion Tutorial finance notion

by autisticchiaNGMAI



My most requested video? a Notion financial tracker build to help you manage your personal finances. Here it is! my step-by-step Notion Tutorial on building a finanical Notion template to budget with… or download the Notion template here:
This is Part 1: Databases. I finally built it: a Notion income and expenses tracker to simplify your budgeting. If you can’t find the right money management system for your needs, better just build your own! Time to do some budgeting in Notion.

WATCH FIRST
A Financial Notion: How I Budget in Notion (Set-up & Template Tour):

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🖥️ Downloadable Notion Templates:
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WATCH NEXT:

The Ultimate Notion Template Hack?! Financial Tracker Dashboard Build 2 (Notion tutorial)
My Complete Notion Life Management System Overview 2021:
Ways to simplify your life: getting things done | Minimalism Series:

COPY & PASTE FORMULAS for the Expenses Database Build are here:

Brackets aren’t allowed in YouTube descriptions!?

VIDEO CHAPTERS:
00:00 A Notion Budgeting Template
00:50 Notion Template Build Guide
01:38 1. Building The Income Database
05:36 2. Building The Expenses Database
10:07 3. Copy & Paste Expenses Formulas
12:58 4. The Balance Database
14:43 5. Connecting The Databases & Using Notion Roll-ups
19:10 Part 2: The Dashboard & Regular Item Generator

Quick DISCLAIMER! My templates and builds are guides and suggestions only and not financial advice: you are responsible for checking calculations and for managing your own finances.

BETTER CREATING
My name is Simon, and I’m finding ways to simplify productivity & creative life. Exploring productivity, simple living and creative life, the Better Creating YouTube Channel is my project to build a toolkit to help creative people (including me) create more meaningful work, create better content, and live more intentional stress-free lives in the process. Other than doing this, I work as a freelance creative in theatre and film, creating productions.

#Notion #Budgeting #BetterCreating
— .

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A Financial Notion: My Financial Tracker Build | Step-by Step Notion Tutorial

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10 comments

Better Creating 26/12/2021 - 3:34 Chiều

Hey all: watch my financial tracker tour here first if you like: https://youtu.be/0H86r6HGlog or my Complete Life System HERE: https://youtu.be/szTZdEQsiys ✌️

Reply
Murat Kilci 26/12/2021 - 3:34 Chiều

great videos. Do you offer remote consulting? Also, the download link is not working for me :(.

Reply
Thais Gonçalves 26/12/2021 - 3:34 Chiều

Amazing

Reply
Guy Marais 26/12/2021 - 3:34 Chiều

Tiny problem with this otherwise great Financial Tracker:

For the Final Expense Claim, the formula
if(empty(prop("Set % Claim")), prop("Amount"), prop("Calculated % Claimed"))
didn't work for me when I had 'Set % Claim' empty or set to '0'. It simply showed the 'Amount' value.

I modified it to
if(empty(prop("Set % Claim")), prop("Amount") * prop("Calculated % Claimed"), prop("Calculated % Claimed"))
and it nicely worked, showing a value of 0 when 'Set % Claim' is either empty or '0'.

Was there a mistake in your original formula, or did I mess up somewhere?

Reply
Tracie Wyckoff 26/12/2021 - 3:34 Chiều

New to Notion and love the design. I got to the formula for Planned Expenses, and it will not let the formula go in as I copied and pasted from you list. if(prop("Fixed / Variable") == "Fixed", prop("Amount"), if(prop("Fixed / Variable / One-Off") == "Variable", prop("Set Budget"), prop("Amount") – prop("Amount"))) I triple checked all the spelling of my columns. In the creation video we did not create a column with the "Fixed / Variable / One-Off", rather we did "Fixed / Variable ". Do we need to add one? Or do we need an option in the selection for "Fixed / Variable" column for One-Off?

Reply
Péter Csöbör 26/12/2021 - 3:34 Chiều

Hi, I like your financial tracker and I want to try if it could fit to my need. Can I download/buy it separately from your Life OS Templates?

Reply
Sam Smith 26/12/2021 - 3:34 Chiều

You are so great at all this!!!!

Reply
EZCam Productions 26/12/2021 - 3:34 Chiều

Great video! I stumbled on the formula for Planned Expenses but found a way around it. Gonna try this Financial Tracker out for the rest of the year. Thanks!

Reply
Auburn Alchemist 26/12/2021 - 3:34 Chiều

oh my gosh – what perfect timing! I was just watching the other build out and was in awe!

Reply
Eliana Pipes 26/12/2021 - 3:34 Chiều

Amazing – this is exactly what I was looking for. Can't wait for the next video!

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