Notion Masterclass: Build an Expense Tracker from Scratch

In this tutorial, I'll show you how to build an expense tracker in Notion that alerts you to upcoming recurring expenses. It'll even connect to Notion Calendar.

📝 Video Resources:
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➡️ Watch These Next:
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🛠 Courses and Resources:
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📚 Notion Fundamentals (Free & Complete Notion Beginner's Course)
🧠 Ultimate Brain (Full Second-Brain Template - use LETSGO2024 to get $50 off!):
✈️ Flylighter (Our ultra-powerful web clipper – sign up for early access!):
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💪Get Started with Notion:
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🐦Connect With Me:
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Music ➔ @ThomasFrankMusic
Main Channel ➔ @Thomasfrank

⏱️ Timestamps:
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00:00 - Intro
01:36 - Detailed Look into Expense Tracker
03:34 - Start Building
04:09 - Underlying Database
04:52 - Expenses Database
15:15 - Formula Fun
20:07 - Adding to Notion Calendar
21:43 - Expense Tracker Dashboard
28:11 - Cancellation Dashboard

[alvro]

The term you were looking for is "Synesthesia", when certain senses affect certain other senses, like if a certain sounds feels like a certain flavour for example

[MarkWarner]

Setting this up in my business immediately. Thank you!

[YamaGory]

Was waiting for this one, thank you!!

[choubari]

Exactly what I was looking for, thanks Thomas!

[bonnytiley]

Thanks!! Very helpful, especially for someone who isn't so great at the formula side! I have my current tracker in Excel

[add]

Was looking forward to this thank you!

[codenamerishi]

You may not hear it but I am clapping, great tutorial and I love your enthusiasm and energy

[MPKKAAS]

This is great! Thank you so much! I've already implemented it for my business :) As I do have some quarterly expenses (and some bi-monthly expenses even) I will try to adapt thr renewal formula accordingly :P let's see if I succeed!

[torspedia]

While I wouldn't use Notion for this, for privacy reasons, watching this video has helped me to seriously think about creating a template in Logseq, for this sort of thing, . So ta for that. 🙂

[zgbmykp]

Hey Thomas, do you think you can create a complete finance tracker tutorial?

To track expenses, income, credit cards/accounts, investments, etc

Really appreciate all the content you put out ❤

[mementomori]

Firstly, cudos and thanks a lot for the great video. You really manifesting your position as THE Notion expert on YouTube. I thought using the template as an individual expense tracker but face one issue. Is there a way to adjust the formula for "onetime" expenses (maybe also the case for businesses) so that the formula is not picking up a recurrence date?

[hot_dammn]

Thank you for this tutorial. With a monthly recurrence, will it only appear in the calendar for the following month once I have updated the charge date? Eg it won't appear on the 16th of April, until I set it to the 16th of March, even though we are in February. Would I need to look at something like Make or Zapier to automate that?

[krays]

Great stuff just what i needed!

Question: what about multiple payment currency like my Adobe i pay in UK pounds but Make i pay in USD how can i handle that with out converting to one currency manually

[thegoldenfang]

Hey Thomas, Nice video 👍.
A small note, Even with the updated formula, I think there is an oversight. Even after canceling an expense, it would still have a renewal date. This is not gonna break anything, but just putting it out there. It can easily fixed by checking if the prop cancelation date exists.
Cheers 💯

[fg.]

Great masterclass! Thanks for this.. A key feature that I am trying to add in to this dashboard is "total monthly cost per category" as a Gallery tiles, so you can see these at glance, any ideas if this is doable?

[trasharchives]

Thats great Tom, but I’d really like to see a way to see analytics for previous months, such as how much I’ve paid in total. Maybe find a way to make automatic monthly and yearly reports or if not automatic at least manual. This would be super interesting and useful for not just personal finances, but also keeping track of paying your employees etc. It would mean so much if you actually were able to crack that!

[MaxRuso]

Those reoccurring charges are not joke

[Onlyextrinsic]

would you happen to know how to make financial ratios what to input in formulas to look like 1:2 for example? thanks

[KelseyFowlerNYC]

Question - I have a bi-yearly expense. I'm wondering how to add it to the recurring date formula. I managed to add to the monthly cost formula thanks to some comments below, but can't figure out the data one. Thank you for this, Tom!

[NataliyaAi]

Hi, Thomas! Appreciate your work a lot! I correct Renewal Date formula, but it calculate a year from now. How I can fix it? For example if the Charge Date is on 20th of Feb 2024, appears 20th of Feb 2025, not March of 2024, if the payment is monthly. Moreover, which should be the formula if the payment has to be made each half of the year? Or each 2 months? Thanks in advance for your kind reply ;=)