Finance Tracker - Notion Template

Hey!

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New to Notion for finances? Here is how to get started with a personal cash flow, or in other words, finding an automated total balance form income and expenses.

This dashboard contains three separate databases, two of which, Income and Expenses connect to a Total Balance calculator.

There are three databases nested inside toggles, all of which are tables:

• Income
• Expenses
• Total Balance

Note: tables can change colors via changing the color of the toggle it is in.

The total balance calculator

• This database is used to collect all information from Income and Expenses via a relation property
• Two rollup properties show the Total Income and Total Expenses from both databases.
• A “Starting Balance” number property in addition to total income and total expenses will combine to calculate a “Balance”.
• The “Balance” formula looks like this: prop("Starting Balance") + prop("Total Income") - prop("Total Expenses")

FAQs

- Does this work on the free version of Notion?

Yes, once you've made your purchase open the link in the Link.txt file to duplicate this to your Notion workspace.

- Can I duplicate this template to share with my team/friends?

No, this is a personal license for individual use.

Please feel free to contact me for any questions.