Skip to content
Home » Notion Build With Me: Track Budget, Income And Expenses finance notion template

Notion Build With Me: Track Budget, Income And Expenses finance notion template



Copy Template Here:
☞ Alternative Monthly Budget Manager:

Working with finances and budgeting in Notion can get tricky. In today’s video I show you an easy way to setup a personal cash flow with minimal formula use. Automatically calculating a balance from an inflow of income and outflow of expenses can be achieved with relations and rollups. Here’s how I did it.

Timestamps:
0:00 – Intro
0:46 – Quick Overview
1:36 – The Database Setup
5:40 – Connect Income and Expenses to Calculator
10:06 – Budget Formula
11:49 – Add More Month Database Views
15:14 – Yearly View
17:01 – Outro

Notion Tour Video:
Twitter:
My Notion Blog:
Discord:

#Notion #Budget #Notiondashboard .

Images related to the topic finance notion template

Notion Build With Me: Track Budget, Income And Expenses

Notion Build With Me: Track Budget, Income And Expenses

Search related to the topic Notion Build With Me: Track Budget, Income And Expenses

#Notion #Build #Track #Budget #Income #Expenses
Notion Build With Me: Track Budget, Income And Expenses
finance notion template
You can see more ways to make money here: see more here
You can see more ways to make money here: see more here

26 thoughts on “Notion Build With Me: Track Budget, Income And Expenses finance notion template”

  1. 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

  2. Do you have to re-enter all of the expense names & budget amounts when creating a new view for the next month? Or is there a way to copy the expense name & budget amount from month to month?

  3. 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.

Leave a Reply

Your email address will not be published.