2023 NOTION TUTORIAL 💡💸 How to add a finance tracker on Notion

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2023 NOTION TUTORIAL 💡💸 How to add a finance tracker on Notion

Рет қаралды 96,925

Күн бұрын

Notion tutorial on how to create a personal finance and expense tracker, with progress bars on savings goals. Check out the timestamps for sections on different widgets, tutorials, and set-up!
♡ TIMESTAMPS ♡
00:00 - Intro
00:08 - Starting from scratch in Notion
00:29 - Set up the income & expense tracker
01:37 - Set up expense categories
02:53 - Set up savings
03:18 - Set up goals & wishlist
05:48 - Putting everything together
♡ LINKS ♡
Template: tsunestudios.gumroad.com/l/ba...
Calculator widget: blog.shorouk.dev/notion-widge...
How to change calculator widget colour: blog.shorouk.dev/2020/06/how-...
♡ Music ♡
♪ Chillpeach - 2:00 AM : • [no copyright music] '... w

Пікірлер: 220

@TsuneYT 7 ай бұрын

Hey everyone, the link that dropped off is updated and should work now :) Happy new year!

@santyachieng3113 6 ай бұрын

Thank you!❤

@raven-chan2071 2 ай бұрын

that expenses sum link isnt working

@summe6221 9 ай бұрын

if anyone needs the formula for the emoji progress bar this is the what i used substring("✿✿✿✿✿✿✿✿✿✿", 0, floor(prop("Savings Progress") * 10)) + substring("❀❀❀❀❀❀❀❀❀❀", 0, 10 - floor(prop("Savings Progress") * 10)) + " " + format(round(prop("Actual Saved") / prop("Goal Amount") * 100)) + "%" if you want to change the emojis just make sure there are 10 for each

@anamariae 9 ай бұрын

Thank you so much! This worked perfectly. I used it for my weight loss progress :) substring("💜💜💜💜💜💜💜💜💜", 0, floor(prop("Progress") * 10)) + substring("🤍🤍🤍🤍🤍🤍🤍🤍🤍🤍", 0, 10 - floor(prop("Progress") * 10)) + " " + format(round(prop("Lost Weight") / prop("Weight to Lose") * 100)) + "%"

@sophieismyname 6 ай бұрын

thansksss

@michelleh307 7 ай бұрын

I had to slow this down to .5 and kept rewinding it but You made my my first attempt at a notion page so much easier, Thank you 👍

@harshalashar786 8 ай бұрын

This has to be one of the most detailed and nicely done Notion videos i have ever seen. This is just so clean. Keep up the good work 💯

@shubhammanna7795 7 ай бұрын

Can't be any better... So well explained! I was struggling a lot earlier to make an expense tracker on my own and this video just made it so easy. Thank You!!!

@anabbomfim 6 ай бұрын

I love your tutorials and now I know how to work with Notion databases thanks to youuuu🥰

@TsuneYT 7 ай бұрын

Hey everyone, apologies that the template dropped off! 🥹 Will update the template link in the description - if you come back in a day or two it should have been refreshed for you to download! 🩵

@santyachieng3113 7 ай бұрын

Thank you!❤

@iza2838 7 ай бұрын

Hi! i just checked your link and its still not working. I'm having a hard time with the formula part.

@olianaweissmuller9732 7 ай бұрын

yes please can you update the link ? you’re template is perfect btw ✨

@TylynnAshley 7 ай бұрын

I would love to use this template! Hoping you update the link soon :)

@Algeriantravel2023 7 ай бұрын

Still I can’t access

@SalemCouch99 10 ай бұрын

So helpful, just what I needed to add on my notion! Thank you :)

@msyuliayusuf 3 ай бұрын

love this! actually followed and made my own :) Thank you!!

@itslizzieann 6 ай бұрын

Been using this template and system since September and I love it so freaking much!!!

@naomisprout6113 10 ай бұрын

This video is so detailed and easy to follow! I really appreciate how straight forward it is because I get so turned around and confused when it comes to databases and such since I'm still new to notion!

@TsuneYT 9 ай бұрын

I’m so glad it’s helped!!

@LootieLoo 11 ай бұрын

Thank you so much! Love your templates! ❤

@mytaetaero 8 ай бұрын

Wonderrful video, thank you for the template!!

@acacou 9 ай бұрын

Thank you so much for the video. It's really helpful!

@samantharaulin 11 ай бұрын

Thank you so much!!! I love how you take the time to make it pretty, love love love it!

@TsuneYT 11 ай бұрын

🥰🥰🥰

@jessicaivyreads 6 ай бұрын

this was absolutely SO helpful, thank you for this!!!!

@Assisting2ObeybyGSC 10 ай бұрын

Thank you! This exactly what I needed!

@sugoi14 5 ай бұрын

You are an absolute life saver. I could not for the life of me figure out how to extract the amount from my invoices so I could calculate the sum until you showed how you did the rollup property. None of my formulas were giving me what I wanted so thank you omg!

@philippruizlozano 10 ай бұрын

Thank you so much for sharing!! 😊🙏

@laurinelachkar4706 11 ай бұрын

Thank you so much for this video ! I always find it difficult to use a template without understanding where everything comes from so this is perfect :)

@TsuneYT 11 ай бұрын

So glad it helps! thank youu 🥰 I found templates a bit hard to use too so sometimes it’s better to build your own that works for you!

@nixlumi9196 10 ай бұрын

This is so greattt thank you so much

@girlldeluxe 3 ай бұрын

this was soo helpful! i think its useful to note that if the "sum" does not show up when using the rollup function, you have to go to the column and ensure its set to "Number" first (i had this problem :D)

@giocampos3465 5 ай бұрын

I took an hour and a half to make it all because I'm so dumb and never did it by myself and I don't think it's fair to get all of this for free. anyways, thank you so much, you're an angel!

@omohafeiseghohi1699 10 ай бұрын

Super useful, thank you 😊

@reddotcheese 10 ай бұрын

Thanks for the finance tracker. So helpful tutorial. Cheers.

@TsuneYT 10 ай бұрын

Glad it was helpful!

@bracca53 9 ай бұрын

Brand new to this, this is very helpful and super cute. A suggestion for next time, that you say what you click on step by step as you do it because sometimes it's hard to keep up when you change tabs so I have to rewatch certain sections multiple times to see where you were and then where you ended up.

@annisaaaafifah 11 ай бұрын

thank you soo muchh

@razbwife Ай бұрын

Thank you so much for this informative tutorial!!!!!!!! 😊

@TsuneYT Ай бұрын

You are so welcome!!

@janczarinasalas8919 9 ай бұрын

Thank you so much!! this is a great help!!

@TsuneYT 9 ай бұрын

So glad!!

@bobbiesmith5303 11 ай бұрын

Very helpful ❤

@DiegoSanchez-bw6ng 6 ай бұрын

Awesome video!

@Nativrl 3 ай бұрын

I have used your template in the last 5 months and it’s been super duper helpful. It reduced my impulse spending and I got an idea of how I spend my salary

@Hannah-if3nr Ай бұрын

How do you track more than 1 month on it? I want to start use this template but I can figure it out of how to keep the progress

@habibasharafks Жыл бұрын

I'm happy that I found this video

@rentor150 4 ай бұрын

you rock! thank you!

@catsy_ren 3 ай бұрын

This video is a lifesaver! Although I can never get the formulas to work when I code them myself... Even though I entered the exact same thing you did, it says it "cannot do math..." Who knows.

@jia4310 3 ай бұрын

Thank you so so much 😭

@anabelslima 4 ай бұрын

Thank yooooooou!

@eclipsenow5431 5 ай бұрын

Great video and I'll be sharing it around - but one favour? I'm a little new to Notion and would love the video animations of what you're clicking to slow down to a more normal speed so I can see what you are doing - it's all new to me. But thank you so much!

@jessie4341 7 ай бұрын

love this video so much!! I've been looking for a good finance tracker and yours is so good!! is there an updated link?

@dreamydahlia 10 ай бұрын

Thank you for the video. Just one question, how can I use this template for the whole year? I would love to add recurring monthly expenses (like rent) and variating expenses like groceries without deleting them every month by hand

@anamariae 9 ай бұрын

Loved this tutorial! Is there any way to calculate what % each category represents from the total spend?

@theresa.h 5 ай бұрын

thank you for this video i love this template so much. is there any way i can do a shopping list for categories like groceries, clothes… and when i check it it will go straight to my budget plan?

@isabear478 4 ай бұрын

Thank you

@hollyhanau3628 4 ай бұрын

Loved this video so much thank you! My question is how do you archive these and create a new month? I tried to duplicate the table views to put in my previous month's expenses and it messed up the whole thing :/

@19981509 10 ай бұрын

Very helpful and exactly where i was looking for. Basic and a good overview. The only thing i would like to ask, if you also can make a video with how you would use it and putting the informations in place. For example, could you use this again every month, like going on and on, or does it need to be different to keep the good overview per month?

@eglechefaly 5 ай бұрын

omg I need to know about this

@Hannah-if3nr Ай бұрын

I need to know about this, Im reading the comments to see if I can find something

@becoming.océane 2 ай бұрын

Hello @Tsune thanks for this vid, I used this for the first time, incredible but I would like to duplicate one for next month and still keep the other how do you do?

@ulianamatz6646 8 ай бұрын

Thank you very much for the video! How is it possible to download the template following the link?

@iDillyD Жыл бұрын

Nice 👌🏻

@TsuneYT Жыл бұрын

Thanks ☺️ 💓

@KubaLoveMe4Ever 8 ай бұрын

Is there any way to make the category tab reset every month too so I know my monthy expenses in each category?

@irmanizajamal6132 29 күн бұрын

Thank you for this! This is a great template. How do I use monthly though? And to have the savings progress running and roll over each month?

@aggy1234 7 ай бұрын

Hi! thanks for the template! can you pu this template in your website too? I cant acess with the link in the description

@oreopuppies6411 7 ай бұрын

thank you for this! You should put your template behind a paywall like 5$ or something, I'd have totally paid for it!

@hamdirashid2096 6 ай бұрын

Can you please tell us how to add the small emojis, and how to set the horizontal divider?

@stephcara2770 7 ай бұрын

Thanks for this queen but I had a mental breakdown toward the end HAHA the formula is where it all went south

@pepsicola140 3 ай бұрын

SAMEE it doesnt seem to work even though im writing the exact same thing she is, did u ever figure it out?

@justlfymylove 2 ай бұрын

@@pepsicola140 I wrote "(prop("Actual Saved")/prop("Goal Amount")*100/100)" and it worked

@Midnightfoxfire Ай бұрын

Since Notion updated their formulas, everything would be a little bit different now. I figured it out and right now it is: round(Actual Saved)/(Goal Amount)*100/100

@liciawest 4 ай бұрын

Hi new here! Wonderful setup. For those of us who have not had our coffee yet you might have to slow the video down to .5 and still set aside about an hour. The formula bar doesn't work for me. It might be because notion has updated its features

@allisony.8718 6 ай бұрын

Thanks! I wonder how can I change the currency?

@savannahbillingsley1179 7 ай бұрын

Hey I am trying to grab the template since the formulas aren’t working for me but when I go to the link it doesn’t work it just takes me to my notion. I tried looking the template up on notion but it shows you only have two posted and this one isn’t on there. Is there another way to look for this template?

@juliapuig8419 4 ай бұрын

Thank you so much, it was really helpful!

@Hertz11T 6 ай бұрын

How to make all the expense and income tables reset every month without losing the data from the previous month (like is there any way to still access all the previous years and months data like in an archive?)

@tropicaally 6 ай бұрын

hi do you how i can make my notion covers not blurry? 😭

@BubbleTimeChannel 5 ай бұрын

Thanks for sharing ! How do you make it work from month to month though ????

@nushhehe 15 сағат бұрын

exactly

@TheTrendTales 7 ай бұрын

How we see monthly wise expenses in category page

@yhungjustin 8 ай бұрын

Im trying to follow along with your video and template however the video and template do not match. In your template link the "monthly progress" section ( 05:22 ) on the main page with the gallery view is missing, the images are also blank int he gallery page view. I am trying to figure out how to get it to show up but your video doesnt actually show how you get that up and runnning. You have tor left sidebar close and it makes it very had to tell what page of the template you are actually working on. How do I get it to show up on the home/main page???

@Anisha_suman Жыл бұрын

Hello there, how are you going? I really enjoy watching your videos and you’re really amazing at it

@TsuneYT Жыл бұрын

Mizuki thanks so much 💓💓 I’m so glad you’re enjoying them ☺️

@assyifadta 10 ай бұрын

Hi, thanks for the video. It helps a lot. But why i can't type the formula in Saving Progress at Goals & Wishlist?

@TsuneYT 9 ай бұрын

Hey there! The best way might be to head into the template link in the description and just duplicate the template! That way you can grab the formula that didn’t work for you and paste it into your version :)

@user-xx5fg1xk4e 7 ай бұрын

I'm struggling so hard with the formula:(

@sunnyareum12 11 ай бұрын

Hello! Thank you so much for your tutorial, I would like to know how do you change the color in the calculator widget?

@TsuneYT 11 ай бұрын

Hello!! For the calculator of the widgets, there’s a teeny tiny bit of coding you have to do. The creator of the widgets actually has a helpful video in how you can do it :)

@TsuneYT 11 ай бұрын

I’ll put a link to the tutorial in the description ☺️

@emilyweir3943 5 күн бұрын

I’ve made my tracker now! Such a great tutorial. Anyone know why my savings and wish list progress isn’t showing up? despite being inputted within ‘this month’

@ribosomegummy8948 7 ай бұрын

I'm lost at the formula for the progress bar. I've done everything exactly the same but the formula edit does not work for me.

@faeriru 11 ай бұрын

Great video! What if i want to set up a monthly budget and then subtract it to my total expenses to know my remaining balance. How do i do that? Thank you :)

@TsuneYT 9 ай бұрын

Hey! So there’s a few ways to do it, depending on how you want it to look 😅 the simplest will probably be in the categories database, add a number column called budget. Then make a formula column called ‘amount left’ that goes: amount left = budget - total expense… hope that makes sense 🙏🏻

@ocage1732 7 ай бұрын

I'm just searching about finance for notion and stumbled upon this video which is really helpful but I am stuck what to put in my home dashboard (A Real newbie)

@hanacourtney7225 9 ай бұрын

Hi! Thanks so much for the tutorial! I’m a little stuck at the Goals & Wishlist’s / Savings part. My actual saved formulas aren’t working and I can’t see my progress. I’ve tried following yours and have now duplicated your template but still doesn’t work- only for the 2 examples you put in. Just wondering how I can work around this, thanks! xx

@GoodDay-yf1jt 6 ай бұрын

i was stuck at the formula too. if the calculate section in your actual saved is still "show original", you need to change it to "sum", so the formula can work well.

@patticake.profits Ай бұрын

@@GoodDay-yf1jt I have mine set to sum and it's still not working :( Has anyone figured out the formula for the savings progress for the updated version of Notion?

@candyflossofdoom5148 Жыл бұрын

Is there a way to work out the total amount of money you have using the income and expenses databases? Like just doing income - expenses = total amount left?

@TsuneYT Жыл бұрын

Hey! Are you referring to like a running balance? If so you can probably just calculate it as another formula column and calculate the sum of it (not the prettiest but gets the job done haha). I updated the template there should be a new view under the income and expenses database that's called 'Running Balance' if you need some inspo :)

@emmademey152 5 ай бұрын

the formula is different now cuz notion changed the formula language, do you know what i put now? the one from the video doesn't work

@tasniasthots 5 ай бұрын

omg im trying right now, did you figure it out? 😭

@emmademey152 3 ай бұрын

@@tasniasthotsi didnt 😬😬

@juliettej293 9 ай бұрын

Hi! Do you think you could paste the formulas for saving progress and percentage into the video caption or in the reply to this comment? Whenever I try typing them exactly as you have, I get an error message and I'm not sure why. Thanks!

@TsuneYT 9 ай бұрын

Hey there! The best way might be to head into the template link in the description and just duplicate the template! That way you can grab which ever bit that didn’t work for you :) Pasting in the description might be a bit hard because sometimes Notion changes the syntax and the formula I paste in here might get out of date! 🫣

@thanhluan4342 10 ай бұрын

Love the video and the details you put so much in. Just a little thing I notice during the video, the pace is a bit fast which sometimes difficult to keep up with.

@TsuneYT 9 ай бұрын

Hey there, thanks for the feedback! Been hearing from a few that I’m going a bit too fast, will definitely try and slow down a bit in future videos 💪🏻💪🏻

@raulcasabianca758 29 күн бұрын

Whats the new formula for the emoji progress??

@linabaaziz8351 7 ай бұрын

Hey girlie, the template link isn´t working, can you post a new one ?

@emilia2685 10 ай бұрын

Thank you for this it was so helpful! Is there a way I can make my expense categories in the gallery view rest every month?

@TsuneYT 9 ай бұрын

Hmm it might be easier to just duplicate one as a template, and duplicated the template at the start of each month so you have a fresh one!

@TsuneYT 9 ай бұрын

But to answer your question, there’s definitely a way to do it either using automations or add some formulas, but might be a bit complicated for this video 🥲

@vicmorales1517 9 ай бұрын

Thank you for the video!!! How did you do at 7:50 to show the monthly progress smaller? Thank you!

@Linda-nr3eb 6 ай бұрын

Hi ⭐︎ I think Notion had an update since you uploaded this (very helpful, simple, gorgeous, calming) video... could someone *please* explain how to embed the Formular in the updated version of notion? I really want that savings bar 🥲 Thank you guys! Greetings from Austria

@GoodDay-yf1jt 6 ай бұрын

i was stuck at the formula too. if the calculate section in your actual saved is still "show original", you need to change it to sum, so the formula can work well.

@mariesheehaha 6 ай бұрын

this is what i used (: hope it helps (((substring("✭✭✭✭✭✭✭✭✭✭", 0, floor(prop("Savings Progress") * 10)) + substring("✩✩✩✩✩✩✩✩✩✩", 0, 10 - floor(prop("Savings Progress") * 10))) + " ") + format(round((prop("Actual Saved") / prop("Goal Amount")) * 100))) + "%"

@sierra47 6 ай бұрын

@@mariesheehahaoh my god, you're a blessing!!! thank you so much!!!!!

@em-kp2ur 10 ай бұрын

Is there a way to filter/sort the expense amount by date so I can see how much i spent per month/week/etc?

@TsuneYT 9 ай бұрын

Yea definitely! If you go to the filter, you should be able to add a filter on the date, then select relative to this week, this month etc :)

@catherine_tandra Ай бұрын

is there a way to only see the total expenses by month?

@m.4657 11 ай бұрын

very helpful, thank you so much!! i was just wondering what to do if i had multiple wallets? like if i could put my income/expense to a certain 'wallet' then see the balance in my wallets in a separate page? thank u :>>>

@TsuneYT 9 ай бұрын

Ohh yepp you can definitely do that, but probs need more customisation than what’s in the video 🥺

@TsuneYT 9 ай бұрын

Essentially, what you will need to do is make another database called ‘wallet’ and then set up a relation property in your expenses database to the wallet database. Then you can tag each expense to the different wallets..hope that makes sense 🙏🏻

@danil-iy6us 6 сағат бұрын

Is there a way to filter expense and income on the main page in the Expense By Category section? I don’t want transactions from multiple months ago to be included within the categories and was wondering if there was a way to separate by months.

@paucalderon8326 3 ай бұрын

Hey, thanks for the template! I really liked it. I'm just having an issue with the Categories. In Income & Expense, when I try to add a Category to my expense, it won't show me the options (No Results). Even when I type the options, it will ask me to create a new one. I hope you can help me. Thanks again!

@TsuneYT 3 ай бұрын

Hey there! Glad you liked the template! It sounds like there might be an issue with the categories. Have you tried creating the category in the categories table first (the grey tab that says "categories")? That might solve the problem and allow you to select it in the Income & Expense section. Let me know if that works for you! :)

@owlbookworld5041 10 ай бұрын

If you ever do this again please please please go slower. I’m new to this and it’s very hard keeping up with what you’re doing and where you’re going without having to stop and rewind a million times 😢

@TsuneYT 10 ай бұрын

Definitely! Been hearing from a few I’m going too fast, will try to slow down for the next one 💕💕

@naairahlucas8543 9 ай бұрын

Just a suggestion, you can always slow the playback speed down some!

@bracca53 9 ай бұрын

@@naairahlucas8543 Yes, but it's hard to keep track of where the cursor is going and what she is clicking on and moving to afterwards without her saying it

@autumnlee5108 8 ай бұрын

Agreed. I had to stop and back up a lot to figure some of these out

@gabrielariostapia5915 4 ай бұрын

En mi opinión se puede reducir la velocidad al casi mínimo, además contribuye a un mejor aprendizaje y no solo estar copiando siempre

@moranpia Ай бұрын

thank you so much for the video! however there's a problem where in expense by categories database I couldn't make it show only what I've spend on current month, it shows all the amount I've spend so it's doesn't work for showing how we really spend each month. I hope you can help fix this if there's a way to do ;

@jessicaluong5091 10 ай бұрын

this video was sooo helpful! i was wondering how you made the formula with the black heart icons because even though i copied black hearts, once i press enter, it will show up as the red emojis and doesn't look as nice :(

@jessicaluong5091 10 ай бұрын

sometimes, the black hearts will show but the 4th one will always be red for some reason... not sure if i did anything wrong

@TsuneYT 10 ай бұрын

Nono u didn’t do anything wrong!! That happened to me too I think it’s because the emojis sometimes get rendered differently so unfortunately some works and some doesn’t so you might have to try a few that works! Recently I’ve been using flower emojis instead 😂😂

@LNA111 2 ай бұрын

my saving progress doesn't working. it can't find *round*, *actual saving* or *goal amount* but the video is really helpful, thanks

@whitewolf4518 5 ай бұрын

Notion has changed their formulas and I don't know how to do this, some help, please? ;-;

@halinaloli6391 9 ай бұрын

hey i cant duplicate your template anymore:( tried following the steps but the formula thing confused me so much

@mimisdiarys 9 ай бұрын

Hi, I have a question. So for my “Actual Saved” column it wont turn into a “#” when I enter it in the formula. I followed everything you did, I don’t know what to do, any clue why it won’t? I would love to make it on my own, thats why im asking.

@mariamulas5272 7 ай бұрын

Did you manage to make it work? I have the same issue

@mimisdiarys 7 ай бұрын

@@mariamulas5272 nope, still waiting for the response.

@snaggiiestudios9749 7 ай бұрын

@@mariamulas5272 Changing it from "Show Original" to " Sum" Helped me

@bracca53 9 ай бұрын

4:46 doesn't work for me :( I don't know what I did wrong. I go to use round and "prop" doesn't show up. It doesn't say the same things. Even if I were to type out the formula, nothing works.

@HotWeelz.22 8 ай бұрын

If you're able to figure it Out lmkk

@tyl000rd 8 ай бұрын

i figured it out! Go to edit formula as she does the type the following ((Actual Saved/Goal Amount)*100)/100 Then follow the rest of the steps as normal. Notion made the visual language of formulas lest clunky in their 2.0 update.

@mrsblack3057 10 ай бұрын

Hi! I have a problem with the formula. It says prop not defined and I can't go any further

@TsuneYT 10 ай бұрын

Hey, it might be because Notion updated their formulas recently, if you type the formula without ‘prop’ it should work :) for example instead of prop(date), just type date :)

@mrsblack3057 10 ай бұрын

@@TsuneYT thank you, I'll try!

@attentionplease25 10 ай бұрын

I always confused about formula things 😢 help !

@TsuneYT 9 ай бұрын

If you’re having trouble with the formula, you could try duplicated the template in the description link and copy and paste in the part that doesn’t work :)

@alisyarshd 6 ай бұрын

hi! loved this template and i've been using it for a few days now. however, i have a question. is there any way for me to add another separate tab (not filter/sort) where it will sum up all of my expenses according to months? i hope you reply to this.

@Magicwithizz 6 ай бұрын

I need this too!