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The Ultimate Notion Template Hack?! Financial Tracker Dashboard Build 2 (Notion tutorial) finance notion template



In this Notion Build Tutorial I build a filtered dashboard for my Notion Financial Tracker and will show you an amazing way to create a template generator for recurring database items. The ultimate Notion dashboard hack!? You can even use it for to do lists, habit tracking and more. This step-by-step Notion Tutorial is Part 2 of my Financial Tracker Build. Part 1 linked below!

WATCH 1ST
A Financial Notion: How I Budget in Notion Set-up & Template Tour:

Notion Financial Tracker Build Part 1: Databases

WATCH NEXT:
Notion Tips and Tricks: How To Organise your Notion Workspace Design

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VIDEO CHAPTERS:
00:00 Notion Financial Tracker Build Part 2
00:22 Generating Regular Database Items in Notion
00:47 Chapter Guide
01:18 1. Creating A Filtered Dashboard
03:22 2. Filtered Monthly Views: Income & Expenses
06:22 3. Regular Database Item Generator
08:06 4. Template Button for Regular Items
11:19 5. Indify Widgets for Better Layouts

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.

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 #Productivity #BetterCreating
— .

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The Ultimate Notion Template Hack?! Financial Tracker Dashboard Build 2 (Notion tutorial)

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The Ultimate Notion Template Hack?! Financial Tracker Dashboard Build 2 (Notion tutorial)
finance notion template
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10 thoughts on “The Ultimate Notion Template Hack?! Financial Tracker Dashboard Build 2 (Notion tutorial) finance notion template”

  1. Hey Simon. Thanks soooooo much for your videos. This has been quite a fun learning journey. I got to the part "Create New Regular Income Items" but after doing the filters for it, whenever I try to add an item, it empties it out. Please help.

  2. Hey Simon, – Thank you so much for your video! What do you use the "Set % Claim" for? I don't really see the reason for it. Is it for the discount or what do you input there? 😀

  3. I am about to finish setting up my financial tracker using most of your ideas. I live in Australia and wanted to use the method of an Aussie guy known as "The barefoot investor" because it sounds simpler than most (I have tried budgeting before and it is just too much!!)…all that to say, it took me a while to figure out how to tweak your system but, yours was the only one that I could see the possibility of making it work the way I want….and I am soooo excited!!! so, just wanted to say a big thank you!! Have you got any interest in making a meal planner?? I'd be interested to see how you'd put one together!

  4. Thank you so much for this video, this is extremely helpful. I implemented this exactly as you showed, and it works great. Is there an easy way to also create a monthly overview which behaves like "the year so far" overview? Thank you!

  5. Was looking for moving my personnal finance system from Numbers to Notion, but didn't know where to start.
    Your guide is so complete and usefull, with many great ideas. Plus, it helped me better understand how linked databses work. Thanks a lot !

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