One of the best methods for managing personal finances is to create a budget.Ĭreating a budget can help you keep your finances organized and also control the amount of debt you might require to live the way you want. Basic living expenses need to be maintained for a reasonable quality of life, which can be attained by most people if they manage their finances correctly. Depending on the size of the file, a minute or so later it will be available in your Workspace.Money, without a doubt, is necessary. Got it? Simply select ‘ Import‘ from the sidebar on Notion, followed by ‘ CSV‘, then select the file. So, how do you import transactions? First, you need to retrieve a CSV of them from your bank. Once you’ve done it the first time it’ll be second nature You won’t even think about what you’re doing. It takes no more than a minute to add the columns you require, and a minute to strip out the ones you don’t. ![]() This means you’ll need to rebuild the template whenever you import a new set of data (in the form of a CSV file).Ĭonsidering you’ll be importing a wave of transactions at a time, this shouldn’t be a dealbreaker. The above template will work when adding transactions manually, but things will take a turn for the worse when attempting to import a batch of transactions. How to Import Transactions via Spreadsheet It should take no more than a minute to get running. Just duplicate it in your Workspace, make any changes like space for other information you need to record, then start entering transactions. We’ve created a straightforward Expense Tracker template that’ll take all the legwork out of building this system. Stuck? Use our Expense Tracker Template This template takes all of the work out of creating an Expense Tracker in Notion from scratch. You can choose to create dedicated views for different transaction types, bank accounts, and dates, and can set these to be sorted by transaction date, vendor name, and even transaction size. Without a doubt the best thing about tracking expenses in Notion is the various filtering options on offer. One thing we’ve found ourself noting here is interesting tidbits, like parking access codes, for the next time we visit. This is far from a requirement, but it’s a handy resource to have should you need it. Selecting an individual transaction will bring up a dedicated page, where you can store additional information. You can add additional information, like the credit card used. A dropdown to choose the bank account/credit card used for each transaction could be useful too. If you’re a contractor, for instance, you may wish to include income and whether a transaction was business or pleasure. Of course, some people may require additional information. The end result should look something like this: A first look at our basic Finance Tracker. Whatever the case, the layout you use will be much the same: You’ll need a categorization column, somewhere to upload copies of receipts (should you need to), and space to store notes and other bits of information that could be useful down the line. There are two main approaches when it comes to creating an Expense Tracker in Notion: You can create a database that you manually add to whenever you make a new transaction – on the move or at home – or you can import a spreadsheet of your bank statement and categorize the transactions in bulk.
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