Building A Notion Budget Tracker (that connects to your bank)

Your free Notion Budget Tracker with automated import of transactions.

Get Rows: https://rows.com/

DOWNLOAD THE FREE TEMPLATE: https://www.notion.com/templates/budg...

Read the Blog Post: https://matthiasfrank.de/notion-budge...

If you want to manage your finances in Notion, then this video is for you.

Learn how to build a Notion Budget Tracker from scratch or download the free template to get started right away.

Plus, you'll learn how you can connect Notion to Rows to automatically import your bank transactions. This means, you don't have to do any manual data entry anymore. Just set up the sync and everything will appear in the system automatically.

This specific Notion Budget Tracker Setup allows you to track multiple accounts and credit cards, categorise your expenses and then get detailed monthly or yearly breakdowns for your finances.

Need a Notion Consultant? https://matthiasfrank.de/notion-consu...

GET 21+ FREE NOTION TEMPLATES: https://matthiasfrank.de/special

MY FREE NOTION TUTORIAL 👇🏼

   • Notion Tutorial: From 0 To Hero With This ...  

BECOME A NOTION PRO & AUTOMATION AVENGER:
📩 Join 26,000+ tech-loving productivity fans who are levelling up their Notion & Automation skills:

https://matthiasfrank.de/special/

🐦 Twitter

  / mfreihaendig  

🎥 TikTok

  / mfreihaendig  

📸 Instagram

  / mfreihaendig  

💼 LinkedIn

  / matthiasfrankprofile  

🌍 The Blog

https://matthiasfrank.de

💪🏻 WORK WITH ME

Interested in tailor-made solutions to help your business waste less time and get more done? Send me a message on any channel and let’s have a chat

📣 SPONSOR MY WORK

Interested in getting your product or brand in front an audience of 26,000+ tech-loving productivity fans who who are interested in tools and products that help them lead better lives?

https://matthiasfrank.de/sponsor/

------------------------

Chapters:
00:00 Intro
00:35 Notion Budget Tracker Walkthrough
02:26 Connect Notion To Your Bank
04:50 Automatically add bank transactions to Notion
07:35 Connect Rows to Notion
08:14 Schedule Refresh for transactions
09:55 Balance Sheet Database
12:15 Database Layout for Transactions
12:57 Aggregate transactions per account
14:46 Aggregate transactions per month
16:49 Notion Budget Tracker Dashboard
18:32 How to build a Notion Budget Tracker
24:44 Self-Referential Filters for Accounts
28:31 Outro

---

Notion and the Notion logo are trademarks of Notion Labs, Inc., and are used here with permission.

Some of the links in this description are affiliate links that help support this channel 😇