Notion Financial Tracker Template is my way to track all my income and expense. Easy way to know from what place money comes to you and where they are disappeared. A good option to plan your own budget!
In this video I will show how to build Financial Tracker Step By Step.
🔗 Links from video (affiliate links):
Notion: https://www.from-zero-to-millionaire.com/go/link-notion-productivity-app/
Formulas for this template
Formula for column Average Profit in Annual Reports
prop("Incomes") - prop("Expenses")Formula for column Status in Monthly Expenses
if(prop("Done"), "✅ Done", if(empty(prop("Day")), "❄️ This month", if(unaryPlus(formatDate(now(), "D")) < unaryPlus(prop("Day")) or prop("Year") > formatDate(now(), "Y") or prop("Month Number") > toNumber(formatDate(now(), "M")), "💧 Incoming", if(unaryPlus(formatDate(now(), "D")) == unaryPlus(prop("Day")), "💰 Pay Today", if(unaryPlus(formatDate(now(), "D")) > unaryPlus(prop("Day")), "🔥 Overdued", "😱 Error")))))Formula for column Status in Loans Money for Family and Friends
if(prop("Archive"), "✅ Done", if(empty(prop("Loan Return Date")), "❌ Return date not set", if(prop("Loan Return Date") == now(), "❄️ Pay Today", if(prop("Loan Return Date") < now(), "🔥 Overdued", if(prop("Loan Return Date") > now(), "💧 Incoming", "😱 Error")))))Formula for column Left in Loans/Installments
if(empty(prop("End")) == false, prop("Amount") - prop("Sum Paid"), 0)📽 Timeline
- 00:00 Intro
- 00:24 Beginning Creating Financial Tracking in Notion
- 01:01 How to create Annual reports section?
- 05:14 How to create Monthly Income section?
- 11:34 How to connect Monthly Incomes to Annual Reports to see Yearly Incomes?
- 14:14 How to prepare Partners Programs sections and assign this item to Monthly Incomes?
- 20:15 How to create Monthly Expenses sections?
- 28:56 How to connect Monthly Expenses with Annual Report?
- 29:24 How to write formula for Average Profit in Annual Reports?
- 30:17 How to create Subscription database and to connect this database with Monthly Expenses?
- 34:03 How to create formula for status in Monthly Expenses?
- 35:02 How set sorting and filtering in Monthly Expenses?
- 39:05 How to create section with Monthly Expenses for a Flat?
- 41:06 How to create section with Loans for Family and Friends?
- 46:26 How to create section with Loans in Financial Tracker?
- 54:30 Q&A
- 54:45 Outro
