Unfortunately not in this one. In future I may add it as an update. 👍🏻

yup these can be added but there will be additional cost.

Yup in the summaries it does automatically create filters for the all the transactions that occurred during that month. So only relevant information is shown. It is a template inside of the summaries database.

@@notion4management Oh I see. How do you exactly set the filters according to a certain month in a default template? For example, I created a month for February 2024. How does the databases inside the page automatically have the filters set to the month of February 2024?

It is automatically setup once you purchase the template.

No action needs to be carried out you just have to set it up once. The subscription database is for viewing purpose but you can create auto renewal subscription in the expense database that automatically renew on the selected date and time frame like monthly yearly etc. The subscription database gives you a better idea of what subscriptions are running and how much you have spent. So in simple terms. You can add the subscription is the subscription database to keep track of them. Then you can use the recurring expense feature in the expense database to create automated transactions for those subscriptions so that it automatically deducts money from the account.

@@notion4management Many thanks for your response! Will there perhaps be a tutorial as a video or a short?

@ChortyWhy yes once you purchase the template you will get a tutorial for this automation part inside the template.

@@notion4management Thanks for your answers! Are you planning to include a view of the annual costs, e.g. of subscriptions or bills?

There is already a view to check for annual spendings on subscription and for the bills.

Well if you want an all in one suction to keep your finances managed Notion provides the best way to do it. Plus it offers a lot of customization and you can see your money in a lot of different ways. But this template is only designed for 1 person use.

The main reason you want to consider using Notion is that you and your team can share tbe same database, but everyone can have their own custom page with specific views. You cannot do this with quickbooks or dedicated softwares. Its like making a different software for evey memeber or every department.

Added to the update list. Will be released when ready.

Please check email.

Yup it can. Once purchased you will get all the tutorials for the automation part.

If you still have a question shoot me an email.

Yes

Currently unfortunately it is not possible although if your currency conversion rate stays constant we can surely try but if it changes a lot then it is a problem.

@@notion4management Thank you so much for your reply!

Yup it supports changing currencies but you can’t use 2 currencies at once. You have to have a primary currency but then you can convert it to secondary. A unified primary currency is necessary for the functioning of the template.

@@notion4management I wanted to have multi-currency for some bank accounts. Can I perform transfer say from USD to SGD account?

Yes you can but the balance will be in usd although you can add a conversion rate on the account to see it in SGD as well. but the base currency will be usd.