Notion Build With Me: Track Budget, Income And Expenses

Working with finances and budgeting in Notion can get tricky. In today's video I show you an easy way to setup a personal cash flow with minimal formula use. Automatically calculating a balance from an inflow of income and outflow of expenses can be achieved with relations and rollups. Here's how I did it.

Timestamps:
0:00 - Intro
0:46 - Quick Overview
1:36 - The Database Setup
5:40 - Connect Income and Expenses to Calculator
10:06 - Budget Formula
11:49 - Add More Month Database Views
15:14 - Yearly View
17:01 - Outro

#Notion #Budget #Notiondashboard

[tabletopsolo]

This is exactly what I was trying to build. Mine is like the poor-poor-poor man's version of yours. Awesome video.

[kaitlynjackson]

I almost cried watching this. It was like you were answering my questions as I was asking them! Thank you for making it so simple for beginners like me. I have been downloading other people's templates, getting so frustrated because they did not do the basics the way I wanted them to. Now I have the ability to create a budget the way I want to. Thank you so much!

[karitthasun]

Hey Sarah, I can't say how thankful I am that you are sharing your template for free and making a comprehensive video on it too! Loving your blog and content so much!

[shahrezqureshi]

I started using Notion when all the productivity vlogs started talking about it and stopped using it because whatever I thought was possible to do in it, I was doing in dedicated apps in a better and much more streamlined way. Seeing your channel and listening to you explain how to do all this has made me go back and now, there is a page for everything that I used to do in a dedicated app thanks to you and your fabulous tutorials.

[ritaviana]

This is one of the most helpful channels! Seriously, Red! Thank you! I am linking you on my website and everywhere!

[elliesmith]

This is SO helpful — I’ve been faffing around trying to build something like this for weeks. Thank you for your smarts 🙏🏻

I can't thank you enough! I knew I had to severely change my spending habits and I had no idea where to begin. You've saved my life today!

[leahnavarro]

This is so helpful in many ways! I am already doing my own Cash Flow page on my Notion and the way you present the formulas are remarkably sensible. Thank you so much for the great help, you saved me a lot of time browsing the internet for sensible answers, yet here I found you. Again, Thank you, might link you to my blog and recommend you to my friends. Have a good one!

[Rain_theGamer]

you're very good at introducing processes without it being overwhelming or over inflating the worth. very easy to learn and apply to other processes. love your site too. thanks.

[IzzyWe]

This is amazing! Did this with MS Excel for the last years, but I started using Notion for University since 2020 and also for private stuff since last year, so it's just amazing to have personal dashboard for all the things that go on in my head. Thank your for the great template & the good explanation.

[beatrizm]

you´re amazing!!! the way you organize and use notion helps so many of us who also want to get organized and your templates are the best!! thanks a lot for making these types of videos and for providing the template for us!

[AmericanoPlease]

Honestly, the best notion tutorial I've come across! You are brilliant!

[anne-mareegray]

Building along with you helps me to udnerstand what I am doing and why I am doing it, but it is a real comfort to know the template is available if I totally mess it up. Thanks!

[joanisichei]

I have been using this template for about a year now and it really got on my track with my expenses.


So simplified, sooo easy to use. Thank you.

[johngaracinii]

Fantastic, thank you for the help. I work in personal consulting and recently I noticed that I was getting more clients but I really had no way of tracking how much I was making and where the money was actually was going. This definitely simplifies things; Thank you!!! 🙏 🤩

[selena]

Thank you so much, this tutorial was incredibly helpful. I am new to Notion and wanted to start with a budget and this was exactly what I was looking for and following along with you helped me to understand how everything works. Thanks again!

[shubhamdavey]

You girl, have earned my respect. Highly underrated creator.

[ZenfinityTV]

Amazing financial planner. Thank you for putting this together and sharing it with us! Greatly Appreciated Red!

[pointcam]

Thank you for this! Love how straight to the point things are in your video! Gonna give this one a shot!

[MeliCxh]

OMG! I've been searching for a good template for money expenses for over an hour, and I jumped into your Chanel; you have a lot of resources! I'm digging into it! It's fantastic, thank you so much! You definitely gain a new subscriber.