I've FULLY automated my expense tracking

Automating my expense tracking gives me so much peace of mind and saves me time. In this video I show you how every time I swipe my card, a Notion database tracks that expense.
Tools I use for this automation:
YNAB: go.danicanosa.com/ynab
Make.com: go.danicanosa.com/make
Notion: go.danicanosa.com/notion
Chapters:
0:00 Intro
01:55 YNAB
02:47 Notion
03:13 Make
09:32 Notion Views
🎒 Resources:
→ FREE Blueprint of a Wildly Efficient Agency (copy the system):
go.systemify.co/yt
→ Here to all my Notion templates: go.danicanosa.com/templates
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⚙ 100% recommended internet tools I use almost daily:
→ Notion (all my life and business is in there): go.danicanosa.com/notion
→ ConvertKit (newsletter + email automations): go.danicanosa.com/ck
→ HypeFury (Twitter automator): go.danicanosa.com/hypefury
→ Teachable (host online courses): go.danicanosa.com/teachable
→ Readwise (sync highlights w/ Obsidian, Roam and Notion): go.danicanosa.com/readwise
→ Freedom (app blocking): go.danicanosa.com/freedom
→ TubeBuddy (CZcams research): go.danicanosa.com/TB
*I may get a commission if you purchase any of these softwares through these links

[@Llam1nator]

Thank you so much for putting this out Daniel. I have been using YNAB separately from Notion and was just about to end my subscription due to the tedious nature of manually entering transactions; especially when the bank linking feature with YNAB was delayed or broken. Great work!

[@creatorpeter1.0]

I am getting an error whenever I run the scenario that "Scenario is paused (because of exceeded limits)"... What does that mean? Please help, thank you

[@nancycauwels4967]

This is great, Daniel, thanks for the clear explanation! Unfortunately, my bank in Belgium is not supported in YNAB. I'll have to look for a different solution.

[@DanielCanosa]

argg...
You can also check banco.surf/, which also has Make connection.

[@nancycauwels4967]

@@DanielCanosa Perfecto! Looks like they do support my bank. Thanks so much for the link, Daniel!

[@muhammedalikilic5460]

@@DanielCanosa I tried this out, but wasn't able to make the integromat automation work, unfortunately.

[@DanielCanosa]

@@muhammedalikilic5460 which is the issue?

[@muhammedalikilic5460]

@@DanielCanosa Ohh, forgot to mention that I tried using it with bancosurf. I don't know, and the makers of bancosurf don't have a demonstration for it.

[@igorbogush1079]

Hello Daniel, unfortunately extra month didn't work for me. maybe you can check the link

[@phatxs1]

Lunchmoney is also an awesome alternative.

[@noahshaju2401]

Cool video, have you come across a free automated finance tracking tool? I am looking for one!

[@DanielCanosa]

I haven't! If you find one, please share lol

[@Llam1nator]

Hey Daniel, how do you treat transfers in YNAB? In my current expense tracker my automation is picking up a single transfer as both an expense and an income, creating two database entries and doubling the month's income and expense statement. Do you suggest I filter these kinds of transactions out in my automation (if so how?) or do you suggest I manually delete these every week/month? Thanks!

[@DanielCanosa]

Exactly, filter it in the automation by making sure the number is > or >0, depending on what you wanna log

[@Llam1nator]

@@DanielCanosa Got it, thanks!

[@Renee_egan]

It may just be my tech illiteracy but I'm having a difficult time setting this up in Make, can [anyone] break the steps down with more details please?
Currently stalled at telling make to run "moment of now minus 24hours" its going too fast to keep up with, my screen looks slightly different; the options/variables youre selecting im not finding or arent available from what I can tell.
Have tried to watch the screen to see what youre selecting but not able to tell (quality goes out the window the second I pinch zoom in), Ive checked the link provided as the method/resource you followed for this but that looks like its either for something else entirely or completely wrong (it is only a newsletter sign up screen and the person on the website looks like its someone else and does not mention anything about providing steps to set this up so im not about to click anything on there), no how tos available on google even from what I saw.
Any help would be great, thanks!
than what options seem go and date at 23:55, add hours

[@DanielCanosa]

hey Renee, I'm afraid I cannot provide this kind of support here on YT comments. Mind sending me an email so we can talk there? [e-mail]

[@user-nk5wx9er1g]

It's importing every transaction since I created my budget six months ago. I have tried setting up a filter for later than the first of this month, but it makes no difference! Do you know of a way around this? I don't even want to know how many transactions I've made since April...

[@DanielCanosa]

Fastest would be to just delete everything from the first import and keep the automation on for future transactions

[@user-nk5wx9er1g]

Thank you @@DanielCanosa! I kept cancelling and retrying and now I've maxed out my monthly limit, but hopefully all will be automatically resolved next month.

[@jerimiah_y]

Too bad YNAB went subscription like everything else, raised the price, and went web based lik everything else.

[@creatorpeter1.0]

Do you have a discord where I can chat with you for help with this stuff?

[@graces1356]

Right? I watched this at the slowest speed and am still having trouble.