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CASHCADE NOTION TEMPLATE: Personal Finance Made Easy finance notion template



Cashcade is a Notion template for personal finance that simplifies and automates managing recurring transactions and staying on top of your revenues and expenses streams. It takes a while to set it up from scratch, but once it’s ready it’s really easy, convenient, and fun to use.

In this video, we will see how to build this Notion template from scratch and you might learn a thing or two about using multiple versions of the same linked database and taking advantage of the filtering options in order to simplify the work.

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Get the Cashcade template here:
Waterfall icon:
Revenue icon:
Expense icon:

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00:00 Intro
01:49 Building the required databases
04:17 Setting properties for the Cashcade database
08:51 Creating the different page sections
11:39 Setup the recurring transactions
19:47 The Manage area
22:02 Workflow demonstration #1
22:43 The revenue stream
24:32 The expenses stream
25:26 Workflow demonstration #2
26:55 Layout arrangement
27:45 Workflow demonstration #3
30:37 Overview area
34:18 Fixing some property
36:08 Detailed views
38:06 Workflow demonstration #4
40:16 Fixing the expenses
40:28 Updating filters at the beginning of the month
40:59 Outro .

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CASHCADE NOTION TEMPLATE: Personal Finance Made Easy

CASHCADE NOTION TEMPLATE: Personal Finance Made Easy

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CASHCADE NOTION TEMPLATE: Personal Finance Made Easy
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4 thoughts on “CASHCADE NOTION TEMPLATE: Personal Finance Made Easy finance notion template”

  1. First of all thank you very much for this, it's been really helpful. I only have one doubt when you are creating the monthly overview. When you create the "Monthly Income" rollup column, it has all the transactions, even the ones that are not completed, so the sum of all these values is not representing the real monthly income, right? Is there any way to only take into account the ones that are completed? Again, thank you man! 😀

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