ULTIMATE Personal Finance Tracker (budget, expenses, debt tracker) | Notion Template Tour

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💰 Did you know that Notion can be a powerful tool to track your money and finances? In this video, we want to give you a tour of our ULTIMATE personal finance tracker, which includes income and expense transactions, monthly, quarterly, and yearly reports, debt tracker, and more

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✨Time Stamps✨
0:00 Intro
0:20 Template Overview
1:21 Initial Setup: Accounts
3:50 Initial Setup: Monthly Reports
5:24 Initial Setup: Quarterly Reports
6:08 Initial Setup: Recurring Expenses
7:23 Initial Setup: Debt Tracker
8:43 Let’s start using this template!
15:55 Change Currency
16:57 Free Cover Photos Bundle Included
17:35 Important Reminders

✨The Organized Notebook 🗓💼 ✨

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Copyright 2024. The Organized Notebook © All rights reserved.
#notion #notiontemplate #financetracker
@The Organized Notebook

[theorganizednotebook]

⬇ Download our template:✨

🔗 Free Resources
How to Build a Finance Tracker with Notion | Manage your finances with ease! ✨

[ArinAkaMazu]

I made my own finance tracker in the beginning of year and gosh having a notion template for such things is so better than having a separate app to track them all

[HonchoUNO]

Really nice tutorial. I like how everything interwines with each other! Really nice utilisation of functions to improve visual displays — haven't seen another channel use functions the unique way which you do.

I couldn't figure out how Expenses Due was calculated in the Monthly Tracker tab — curious how you went about doing that.

You have a subscriber, I'll definitely be checking out a few more of your templates!

[Noctover]

I noticed that if you transfer money to a credit card, it does not alter the "Ending Balance" of that month because its not considered an expense. Paying a credit card is essentially an expense though.

[TheWowhairmike]

Great template. Not sure I would pay 50 bucks though.

[joshuaclarke]

Great Template! It would be cool to see credit card points earned with expenses. A lot of credit cards now offer point bonuses on every-day spend, so seeing how much points are earned during a month or quarter would be helpful data! Any suggestions on how I could include that in this template?

[lucasmpr]

Nice! How about credit cards start/end period dates? Not all credit cards periods are equal to the month beginning/end

[NuancedSkeptic]

2:13 What is the purpose of the listed templates (Bank Account, Credit card, etc) when creating an account? Are the expenses and income synced?

[adean]

Is there a way to make the monthly recurring costs auto-add when the due date comes, without having to manually add them to each payment made in the expenses section?

[kl.almero]

I prefer to budget by category (rent, bills, food, etc)

Is it possible to edit the template to include this?

[randomiz]

best ever template, but 45 usd is so expansive for me :D

[equalilian]

Your template is nice, but will it be possible set recurring credit payment deadline, lets say 20 day after statement day, eg 31st and if no 31th then will be 1st of next mth, and thus i can see on notion calendar, which i hv no idea of how to set up

[ashishgautam]

It's really great. How would I track borrowing amount to/ from friend. Thanks

[slau-dk]

Is it possible to combine this with the 50/30/20 finance tracker?

[rherrans]

Does bank accounts information syncs with the template? Or do you have to input all transactions every time?

[ZarichDigital]

Hi May I know how you do to include properties text in gallery view ?

[mpoweredandfit]

I want to love this template but not all of my recurring payments are monthly. I have a few recurring payments that at bi-weekly. Unfortunately, when I choose the biweekly option, it template doesn't seem to record the due dates correctly. It still sets the due date for a month later. 😣😣

[faithfulmothers]

I purchased this template and I just tried my first transfer and it shows it minus off the "from" account" but it added it to my credit card account as a charge not as a bill payment meaning the balance of that cc has gone up? Help please!

[lennycloudzcloudz]

can you create a snowball method debt tracker

[gabs]

wow got this template and it is next level ! exactly what i need to manage my budget now 😊