To create a calendar view, simply click "Default View" and select "Calendar View" if that option is not available select "Add a View." Transaction Page in Notion Transaction Calendar View in Notionĥ.Ĝreate a Budget Using Your Financial Data and Spending Habits This will allow you to see month-by-month how much money you spent on what and when your bills are due. One of the best ways to do this is by creating a calendar view. Now that we have our data in table form, it's time to start visualizing it. Remember the key to creating a useful budget is by truly understanding how and where you are spending your money. Tip: Add in a "Reviewed" category as well this way you can checkmark a transaction when you have reviewed the purchase. I recommend adding at least date, amount, category/tag name, and. Select "Table" from the menu under the database again and enter your desired categories that are relevant to you and your budgeting process. Now that we have all of our accounts listed out, the next step is to create a transactions table. Select "Table" from the menu under the database and enter in the account name, amount, subtype, and credit limit if applicable. To start with a basic budget template, we will want to create an accounts table. In your workspaces, you can create all sorts of different tables. I like to keep it simple so I just name my workspace "Budget" and add a cool corresponding emoji for the aesthetics. Name the workspace something that will remind you of what it is and what it contains. This can consist of folders, pages, and templates – whatever works best for you. The first thing you'll need to do is create a new workspace specifically for your budget.
#Budget template notion how to#
Here are some steps on how to create your own finance tracker that will help you feel comfortable creating a budget using Notion: The important thing is to find a system that fits your needs and stick to it. There are a lot of different ways to budget and manage your finances, and what works for one person might not work for another. By creating a finance tracker sheet, template, or page in Notion, you can easily see where your money is going and create a budget you can stick to with this data. One of the best features of Notion is that you can track your finances right alongside everything else. Budgeting is hard, and it's even harder to stick to your budget when you're not sure where all your money goes.
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