Creating a Powerful Finance Tracker in Notion: Comprehensive Template Step by Step Tutorial

In this comprehensive tutorial, learn how to create a powerful finance tracker in Notion using our step-by-step template guide. Take control of your finances, track your income, expenses, accounts, and more with ease.

📊 Dashboard Overview: Get a high-level view of your finances with our custom-designed dashboard. Monitor income, expenses, account balances, and financial goals all in one place.

📝 Create Database for Accounts: Keep track of your various accounts, from bank accounts to credit cards, with a centralized database. Stay organized and gain a clear picture of your financial standing.

💰 Track Income and Expenses: Never lose sight of your income sources and expenses. Create dedicated databases to accurately record and analyze your income and spending patterns.

💸 Manage Spending Categories: Categorize your expenses to gain insights into your spending habits. Our spending category database allows you to set budgets and track actual spending for each category.

🔄 Track Transfers and Recurring Payments: Keep tabs on transfers between accounts and recurring payments like subscriptions or bills. Maintain financial transparency and plan your cash flow effectively.

🎯 Set and Monitor Finance Goals: Define and track your financial goals with our dedicated database. Stay motivated and measure your progress towards financial success.

📚 Create Navigation Panel: Navigate effortlessly through your finance tracker with a well-organized navigation panel. Access different sections and databases with ease.

⚙️ Customize the Dashboard View: Tailor the dashboard view to your preferences. Add cards, tables, and other elements to create an informative and visually appealing dashboard.

Start organizing your financial life today with our Notion finance tracker template.

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[rosidssoy]

Hi everyone, thanks for watching my video!
I just released an updated tutorial for the Finance tracker with the new Notion Formula. Please check this out:

[ObadaElzain]

Finally First time to find someone who explans something in Notion clearly, Thanks very much

[Renegade]

The best step by step notion tutorial ever! The pacing is perfect and easy to follow, voice is clear and on the mark, no bs lengthy explanation. I love it! Please make more template videos like this, keep the tutorial simple and easy 🥳

[lifeisalivingpartner]

Thank you so much. I am in the process of setting it up. However, do you have a video on integrating currency conversion in the tracker? You see, I live in Norway, so I pay both in Norwegian kroner and USD, but I can't seem to find a video that explains how to use multiple currencies in a tracker. I am not a tech wiz...lol😆☺

[LG-lqzv]

I never comment tutorials, but man that template is incredible, exactly what I was looking for. Thanks for your time and your work <3

[silasxcl]

This template is golden. thanks for the effort my guy your the notion goat.

[kinga.rogowska]

Great video, I found it very helpful! I could follow it step by step and modify it to my needs when necessary. Good work!

[hanmha]

Finally, Found the Ultimate Powerful Finance Tracker! Thanks

[jaas]

I've been using it for half year, and its doing excellent!! 10/10

[rishabhg]

Bro, you are a genius, you have really helped me build my finance dashboard, i have been able to build a great dashboard, thanks a ton fo solving my biggest pain area

[hendrieyap]

Thank you!!! Not sure where the completed tab came in, but the video is still helpful!

[alejsalina]

Hi Rosidssoy! Realmente tu vídeo me ha sido de MUCÍSIMA ayuda. Estoy eternamente agradecida contigo <3. Un fuerte abrazo.

[nairobileads]

Amazing template, appreciate the time you took to make it

[abaenix]

great tutorial! I loved it how simple but effective the second brain looks like. Will give it a try!! I would love if you could do a tutorial on a uni student hub that could be related to this same template. Cheers!

[Harshuncho]

Bro can you please help with recurring payment formula?? It doesn’t work.

[vanexvn]

Thanks, is my first time doing a finance tracker. This was very helpful, un abrazo <3

[BrownSugaBabe]

Hey bro, thanks for this. Exactly what I needed

[aalinds]

Thanks. This is exactly what I've been looking for

[davidjgomez]

Outstanding turorials! I hope I could make something this valuable in Notion soon. Thanks for your efforts!

Am I the only one who missed the step of creating the selection if a goal/target is completed or not? Hahaha. But this is a great tutorial, good job! October is coming and me and my boyfriend really want to have more grip on our spendings, so let’s try. Set, Ready, Go!