A Financial Notion: My Financial Tracker Build | Step-by Step Notion Tutorial
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- čas přidán 9. 07. 2024
- My most requested video? a Notion financial tracker build to help you manage your personal finances. Here it is! my step-by-step Notion Tutorial on building a finanical Notion template to budget with... or download the Notion template here: www.bettercreating.com/downloads
This is Part 1: Databases. I finally built it: a Notion income and expenses tracker to simplify your budgeting. If you can't find the right money management system for your needs, better just build your own! Time to do some budgeting in Notion.
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A Financial Notion: How I Budget in Notion (Set-up & Template Tour): • A Financial Notion: Ho...
Part 2 Video of this Build: • The Ultimate Notion Te...
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WATCH NEXT:
The Ultimate Notion Template Hack?! Financial Tracker Dashboard Build 2 (Notion tutorial) • The Ultimate Notion Te...
My Complete Notion Life Management System Overview 2021: • My Notion Set-up Tour ...
Ways to simplify your life: getting things done | Minimalism Series: • Ways To Simplify Your ...
COPY & PASTE FORMULAS for the Expenses Database Build are here:
www.bettercreating.com/financ...
Brackets aren't allowed in CZcams descriptions!?
VIDEO CHAPTERS:
00:00 A Notion Budgeting Template
00:50 Notion Template Build Guide
01:38 1. Building The Income Database
05:36 2. Building The Expenses Database
10:07 3. Copy & Paste Expenses Formulas
12:58 4. The Balance Database
14:43 5. Connecting The Databases & Using Notion Roll-ups
19:10 Part 2: The Dashboard & Regular Item Generator
Quick DISCLAIMER! My templates and builds are guides and suggestions only and not financial advice: you are responsible for checking calculations and for managing your own finances.
BETTER CREATING
My name is Simon, and I'm finding ways to simplify productivity & creative life. Exploring productivity, simple living and creative life, the Better Creating CZcams Channel is my project to build a toolkit to help creative people (including me) create more meaningful work, create better content, and live more intentional stress-free lives in the process. Other than doing this, I work as a freelance creative in theatre and film, creating productions.
#Notion #Budgeting #BetterCreating
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Hey all: watch my financial tracker tour here first if you like: czcams.com/video/0H86r6HGlog/video.html or my Complete Life System HERE: czcams.com/video/szTZdEQsiys/video.html ✌️
oh my gosh - what perfect timing! I was just watching the other build out and was in awe!
Ah great to hear, it's fun to do!
Amazing - this is exactly what I was looking for. Can't wait for the next video!
Great stuff. Thanks for watching. :)
If you wondering: if(prop("Fixed / Variable / One-Off") change that to if(prop("Fixed / Variable)... its still not changed in the Expense Formulas to copy and paste Description... cheers Daniel
Thank you! this helped 😀😊
Thank you! 🙏
Thank you very much
if(prop("Fixed / Variable") i dont think it compiles without the " at the end but idk
Yay! Loved your video. Can't wait for the second part!
Great! It’s waiting for you on the playlist! :)
You are AWESOME!!! I have had so much fun building my financial tracker. Thanks!
Love this!! Thanks and great to read!
Great video! I was wondering why not de-couple things in Expense database like having seperate database for list of categories for income and expense, another database where we could enter budget for every month (as budget differs every month) and link them between.
Great video! Super helpful 😊
You are so great at all this!!!!
Thank you! Great to hear
Perfectly fine! Thank you so much for sharing :)
Cheers
Great video! I stumbled on the formula for Planned Expenses but found a way around it. Gonna try this Financial Tracker out for the rest of the year. Thanks!
Great to hear you got it working and hope it works out using your version. Just make sure you are happy with your calculations and what you choose to put in the system! About to upload the next video on making the dashboard for using it day to day 😊👍
@@BetterCreating got the notification. I'm there 🙌
Hi! I'm having a problem too on the Planned Expenses formula. What was your way around it?
Great video and template I downloaded it and have been playing around with it & like how you structure things. Have you considered having a budget section by category, bank accounts (ie. Savings a/c, Credit Card, home loan, etc) and even a recurring subscriptions tracker?
Hello, nice video! But I have a problem with the 'Planned Expenses' formula, I just fixed it, but doesn't make any change related with the 'Set Budget', it still in 0.
New to Notion and love the design. I got to the formula for Planned Expenses, and it will not let the formula go in as I copied and pasted from you list. if(prop("Fixed / Variable") == "Fixed", prop("Amount"), if(prop("Fixed / Variable / One-Off") == "Variable", prop("Set Budget"), prop("Amount") - prop("Amount"))) I triple checked all the spelling of my columns. In the creation video we did not create a column with the "Fixed / Variable / One-Off", rather we did "Fixed / Variable ". Do we need to add one? Or do we need an option in the selection for "Fixed / Variable" column for One-Off?
Woops, thanks for the message - yes - I would delete the ‘/ One-Off’ bit of the second instance and it should work. Must be an old version I accidentally copied. I’ll update the website. Both prop should be same name as your column “Fixed / Variable” - sound work then. :)
if(prop("Fixed / Variable") == "Fixed", prop("Amount"), if(prop("Fixed / Variable") == "Variable", prop("Set Budget"), prop("Amount") - prop("Amount")))
Looks great!
Awwww thanks!!!!!
Thanks Tracie, I'm here to ask the same question haha.
Thanks! Had the same issue. Cheers Daniel
So i only kept the Planned Expenses and Status columns because I'm not using this template for tax purposes. When i copied and paste the Planned Expenses formula, the done button was not highlighted in blue. The error it gave me was that the prop("Fixed / Variable / One-Off") was not found. I removed the "/One-Off" bit and that seemed to work, but then when I pasted the Status formula and played around with some numbers, the Status doesn't update properly. I''ll put the Amount spent $20 and the Set Budget as $10. Then when i filter it as a variable expense the status changes to over budget, but when i filter it as a fixed expense it'll say it's on budget. Or is that how it's supposed to work?
My understanding to that is that a fixed is not meant to have a budget/plan. Therefore it doesn't matter what you put in (for example your rent or your insurance is always the same every month), it is on budget. However, your variable expenses is what needs a budget (for example how much you plan to spend on traveling per month vs how much you ended up spending) and therefore, it is the variable expense that gets checked.
Hi. Any chance you could explain to me what happened from min 14:41 to 14:50 ? The months all disapeared from your income database and just became "Jan". When I am doing this shall I delete all the months and just organize my income sources on one month? And then together with the content from the part 2 of these series my next months just become organized as I apply filters and put the info in? Great video! Thanks
Following the tutorial felt a bit tricky. At times, some directions weren't clear - (example: to update your Balance, click on a page in Expenses) - as it wasn't said directly to the viewer. Yet, I feel more comfortable with databases than before. Thank you for sharing Notion content.
Glad it helped and thanks for the feedback! this is an older tutorial now so some features in Notion will also look different. :)
Love your work mate. When i created a new financial year and add an expense in the Expenses Database it won't add them to the All Expenses Database (even though they are linked to the new Balance Report Year and have the same Financial Year). Only way I can get it to register is if I manually got to SYSTEM VIEW and add them there. Previously I didn't have to do that. Any ideas why this would happen?
Really great. Thank you.
How would you handle it if of you receive in 2 currencies and have expenses also in the same currencies?
This is awesome! Subscribed ❤
Thanks! Welcome. Check out my recently started Notion From Scratch Series if you liked this one: joined up Life OS Build Series starting with a habit tracker :)
Are you able to put income and expenses together and do a carried forward balance instead of roll ups?
would you happen to know how to make financial ratios what to input in formulas to look like 1:2 for example? thanks
wowowowowowowowow.. meen its so amazing ... blow my mind
Thank you so much for this video! It is exactly what I was looking for. 👍 But it would help me (as a non-native-English-speaking person) a lot more if it wasn`t so so so fast 😵💫
Hi, i have a problem with inline table, when i write /table i only have 3 choices : table/table view/table of content. I cant find inline table, is an upgraded version required ?
@11;:19 you add the fixed or variable formula. and everytime i try to add it the blue button doesn't show . says property no found : prop(Fixed / Variable / One-Off) Can you tell me what's wronng? I have the Fixed / Variable tab eeexactly as shown. ?? also the last column ... status... I have done everything like yours and it says "Too few agruents in function largerEq" whatever that means Can you help?
Is there a way to have a Balance column that will subtrack from the prior balance, deduct current debit and add current credit. Kind of like your bank statement so that I can see a running total as I go down the column.
How would you integrate a weekly expense tracker?
I follow your tutorial but, my 2022 budgeting on balance didn't show up. Can you help?
I want to build a travel expense control. My difficulty is to manage multiple currencies. Any idea?
Excelent content!! Notion is lit!! I've unleashed its full potential recently, your video help me a lot! Thak you!
Happy to help! Enjoy - do check out my new Life OS tour too: you might enjoy: czcams.com/video/BnMNLfFIbQ4/video.html
Love your video, however I got stuck with the status expense. I was meant to create if I spent below 100 (example) then I am on budget and if I spent over it, be careful then if I spent over 200 then overspent, the catch is that the coding right now is updated, so the old doesn't work anymore. appreciate so much for your help thx.
you can tell this guy is excited about his organization system.
When calculating the sum of the Total Income rollup column, I am not getting the dollar sign. It just appears as a number. Am I missing something?
Hi, when i earch for table inline it does not come up for me like it does for you??
I have put in a feature request for linked tables - ie, where you don't need a 'title' field but can relate two tables via a third. If that comes along, it will be a real game changer for things like this.
Nice - let's see! :)
@@BetterCreating Hey! Do you think you could clarify my question? I posted it on a separate comment! It would really help me out.
Thanks a lot!
No worries - thanks for watching and welcome to the channel!
Amazing
Thanks!
great video1
The planned expenses formula doesn't work for me ... The error code I get is "Property not found: prop(Fixed / Variable)" ... Any tips?
Hello Sir I am from India, your are doing really great job. But I got stuck somewhere in adding planned expenses formula, could you help me out from here. Do let me know any other way I can share my notion dashboard to you.
I'm having a hard time getting the correct formula. Can you look at what I have and tell me how to fix it? "if(and(prop("Category 2") == "❓ Quiz")), if(empty(prop("PASS / FAIL"))), true)".
I got lost in the “Related” part, I don’t know what I did wrong but my income data doesn’t show up in my balance…
Tiny problem with this otherwise great Financial Tracker:
For the Final Expense Claim, the formula
if(empty(prop("Set % Claim")), prop("Amount"), prop("Calculated % Claimed"))
didn't work for me when I had 'Set % Claim' empty or set to '0'. It simply showed the 'Amount' value.
I modified it to
if(empty(prop("Set % Claim")), prop("Amount") * prop("Calculated % Claimed"), prop("Calculated % Claimed"))
and it nicely worked, showing a value of 0 when 'Set % Claim' is either empty or '0'.
Was there a mistake in your original formula, or did I mess up somewhere?
Yeah, could be that this is a better solution! Nice one!
@@BetterCreating Am I doing something wrong, or do I simply not understand the difference between the output of 'Final Expense Claimed' and 'Calculated % Claimed'? Both seem to come up with the same results.
'Final Expense Claimed' = if(empty(prop("Set % Claim")), prop("Amount") * prop("Calculated % Claimed"), prop("Calculated % Claimed"))
'Calculated % Claimed' = prop("Amount") * prop("Set % Claim")
@@robertmorin7822 I think you're right. I changed it to: prop("Amount") - prop("Calculated % Claimed")
this gives the final claim value with % deducted
Thanks works perfectly!
Thanks a lot!!! I had the same question too! This formula works fine for me
3:08 A tip if you want all the selections gray, is to add the text property and write the options you want separated by a comma, after finishing, change the property to selection, and they will stay all ashes in a simple way
Love that! Thanks for sharing.
Amazing tutorial! However, I do not get your formula for PLANNED EXPENSES: (1) it looks like you called the property "Fixed / Variable" also "Fixed / Variable / one-off" and (2) if this Property is not Fixed or Varibale it looks like you are subtrating the property Amount from itself (is this the intent? to obtain 0?) Thanks for clarifying
This is truly fantastic, thank you for sharing! Do you actually use this for your every day? Everything and everyone keeps telling me that all of this should be kept in an excel spreadsheet
I actually made this as people were asking for the option: I personally don’t use this but rather Xero with my accountant. :)
@@BetterCreating thank you very much for answering!
helloo… thank you so much for the video. I do not understand the % claim stuff..could you please explain please.
Me neither. Can some give an explanation
Column 11: Planned Expenses
Formula: if(prop("Fixed/Variable") == "Fixed", prop("Amount"), if(prop("Fixed/Variable") == "Variable", prop("Set Budget"), prop("Amount") - prop("Amount")))
This formula calculates planned expenses based on whether the expense type is fixed or variable.
Quick question: In the Status Property the code presents "Over Spend" when de property "Planned Expense"=0. Can I add a piece of code so "the property Status" remains empty when Planned Expense =0?
Hey there, i seemed to have the same problem how did you fix this?
Hi!! This is awesome!!! Thank u so much... How do I fill the % budget and % claim? I mean, it is supposed to be set from the total of my income from the month? for example if I receive 3500 dollars month and I use 150 dollars for sports, I have to fill the "Set % Budget" with 4.29%? o how do I fill it?
Also the same question with "Set % Claim". Im new with Notion, and once I watch the video I just try to start using it for my finance tracker. Want help! :)
Hey mate I never even thought of using notion like this. Could this potentially be used to do VAT returns and payroll?
No worries. Well maybe / but I wouldn’t be keen on doing my full accounts in Notion personally. You could for me it’s still too closed platform.
FIxed my problem with PEx it was missing a "
bro you so helpful
You are welcome. :)
Very little of this actually makes it up onto my screen. This is a great tease. Great so many other viewers have gotten something like it but i can't get past part 1. Now, i'm in part 2 and i can't get a table to come up. /table does not give the same options you get. I try to follow step by step, but after 2 hours and only getting into 5:44 seconds of this video, through in the towel. It aint worth it. In theory its great, i can see it there, but its just not here.
Hi - sorry to hear that. Since this video was published Notion introduced simple tables so you probably now need to use /database or just type / and select database online or if creating the linked view of it, /create linked database. Hope that helps. This definitely works as a build as it’s become part of a few Notion no-code courses from other people , but if you are newer to Notion this is a reasonably advanced build. If you want to use it there is always the option to download it and then reverse learn how it was made too. Thanks again for watching. :)
Hi Simon, the video was amazing. I didn't quite understand the function of the "Set % Claim" column. Is it similar to savings? Thanks! :)
Ah - it’s really for freelancers who can claim a % of bills for eg a room on their house or a telephone bill when calculating self assessed tax. :)
@@BetterCreating Oh I understand, Thank u so much 😊
Ive triple checked all spelling but Planned expenses and status formulas still do not work. Do you have another formula that I could try if the ones I'm using are incorrect by chance?
If you are building it yourself - it’s hard to give a formula that can solve this for you as I know the tracker build works due to those who have made it (if you are naming your columns accurately in formulas as per what you have built). Sorry I can’t be more help. An alternative is there is a paid template of it you can download on my website - sorry it’s not working for you. Hope you solve it! :)
Can you update the copy and past to the current Notion Formulas? The ones you provided are broken.
If you hand-type it. Here are the formulas I sorted out:
Calculated % Claimed
Amount * Set % Claim
Final Expense Claim
if(empty( Set % Claim ), Amount , Calculated % Claimed )
Planned Expenses
if(Fixed / Variable == "Fixed", Amount, if( Fixed / Variable == "Variable", Set Budget, Amount - Amount ))
Status
if( Planned Expenses >= Amount, "✅ ON BUDGET", if(Planned Expenses < Amount, "❗ OVER SPEND", "💵 Enter Amount"))
I think this formula is creating an error for on budget, over spent, enter budget: Planned Expenses
if(Fixed / Variable == "Fixed", Amount, if( Fixed / Variable == "Variable", Set Budget, Amount - Amount ))
none of those work on my version of Notion on desktop. I am to copy and past the whole formula from the word if thought to the end? I am doing somthing wrong.
@@kateshaw4325
is that a set of zeiss with an helios 44f2 back there?
Nice spot Victor - almost - it’s my Canon FD SSC collection. 50mm 1.2 (beautiful!!) , 35mm concave 2.0 and 85mm 1.8 and 24mm. :)
its perfect man! just third formula for me erroring I just checked everything.....
Check out Notion help on formulas 2.0. They changed the system slightly since i made this :)
Hi, I like your financial tracker and I want to try if it could fit to my need. Can I download/buy it separately from your Life OS Templates?
Hi Peter: yes it is in fact only available to download separately to the life templates. You can find it listed on bettercreating.com/downloads or direct on Gumroad at bettercreating.gumroad.com/l/afinancialnotion Enjoy! :)
@@BetterCreating Hi Simon, I just downloaded your financial tracker. I guess it is possible but how can I change the financial year from April-March to January-December in the template? I’m a beginner in Notion so sorry for the stupid question.
Where is the second part of this video??
Hi there! Great Notion database establishing ! GREAT VIDEO !!
I followed this tutorial and created my own financial tracker. But I do have a question about the Expenses database. Say there are few groceries shopping items within a month, they have variable amounts but same description(as the supermarket's name), how can I set the budget for all those items combined in this month? So basically, I keep track on every purchase, but how can i set One budget for all the repeating purchase within a month, which appears to be a variable amount every time.
Thanks! That’s a tricky one! Maybe you can create a template grocery task with its own database inside that then rolls ups to that budget item? Otherwise I’m not sure. Good luck!
Create a rollup of the detailed activity that displays "By Category". Have the formula calculate on the category total (vs. the individual item).
Yesss same scenario here! I love the status markers for Expenses, but it doesn’t cater to variable costs. Also, if you can’t truly set a budget how are you actually tracking if your on/over budget???? Ahhhhh This is a let down considering I got all the way through part 1 & 2. I was hoping he would have accounted for this oversight. Huge bummer!!
Great video, cheers! Just one thing, it seems that both Status and Planned Expenses don't work as they're supposed to be. I tried to enter several amounts (on budget and over budget) but only On Budget was shown. Much appreciated if you may let me know what possible mistakes I might've made. TA🙂
Hi there - thanks for watching - it definitely works as i know many people have found it has - however - really hard to know what is wrong as a guess without seeing anything! and even then it would take some looking through to find what you've missed! So sorry! I would suggest that, you double check all the formulas are referencing the right columns as you have them titled to start with. There may be a calculation that is working the wrong way or something... Good luck! If really stuck there is a version of it to download on Gumroad! Good luck and sorry not to be more help :)
@Better Creating accidentally used the wrong prob name. Try this as your "Planned Expenses" Formular:
if(prop("Fixed / Variable") == "Fixed", prop("Amount"), if(prop("Fixed / Variable") == "Variable", prop("Set Budget"), prop("Amount") - prop("Amount")))
@@CaptainCohiba hey Lukas thanks for that man, kinda stuck with the Status formula, any suggestions ?
@@jhoshjordan7592 try this:
if(prop("Planned Expenses") >= prop("Amount"), "✅ ON BUDGET", if(prop("Planned Expenses") < prop("Amount"), "❗ OVER SPEND", "💵 Enter Amount"))
@@CaptainCohiba Thanks for that, The code did work but it just says OVER SPEND the whole time as soon as I enter the amount, and the planned expenses stays ZERO and wont let me enter a number
Formulas doesn’t work for me except the “Calculated % Claimed” one.I’m really dissapointed because I’ve been very excited about this.What am I doing wrong?
Hard to know without seeing your workspace in detail. We do know it all works and loads of people have built it to work. Double check you are getting column titles exact to yours in formula, and also make sure your relations are all correct between the databases. Good luck!
Hi Simon
Please direct me to the "Copy and Paste" area for the formulas.
Thanks
just read the caption bro
I can not find Table inline feature on this any help?
It may now be updated to be called Table view since this video was filmed. :)
Are the financial templates still available? Not seeing them on your linked site. There is NO way I can build it by watching and following the videos, not a chance 😔
Yes, still there: just scroll down on the /downloads page :) but also making an updated one soon too
Hi there, if the expense claimed is 0% how can I get that to show on the final expense claim formula? this is the current formula I'm using: if(empty("Set % Claim"), "Amount", "Calculated % Claim")
It works if the claim is more then 0%, however when it's zero, it calculates the total amount of the transaction so the final expenses claim ends up quite substantial
For anyone looking for a workaround, if you set the % claim to zero you can null it on the final expenses with the following formula: if(prop("Set % Claim") == 0, "", if(empty(prop("Set % Claim")), prop("Amount"), prop("Amount") * prop("Set % Claim")))
We have to fill the balance relation in income & expenses everytime?
No if you have filtered the income and expenses table views for input correctly as per the video suggestions this will happen automatically. Just filter it view by the balance relation year and should be automatically added
@@BetterCreating ok. Thank you!
mines does not show table inline help I'm frustrated I'm new to this
Just type / and you will see all the options: you should be fine using /database or /table. If it’s creates a new database table on the page you are good. If it create a new page - wrong option. :) good luck!
Yes, notion updated it. It's now just database - inline and select table on top
Thank you for your TRAP!
All good. :)
Final Expense Claim
if(empty(prop("Set % Claim")), prop("Amount"), prop("Calculated % Claimed"))
Planned Expenses
if(prop("Fixed / Variable") == "Fixed", prop("Amount"), if(prop("Fixed / Variable / One-Off") == "Variable", prop("Set Budget"), prop("Amount") - prop("Amount")))
not working
There is no table inline…..?
great videos. Do you offer remote consulting? Also, the download link is not working for me :(.
Hi, thanks - glad you are enjoying them. Yes, I can occasionally offer a small amount of time on zoom to help people but a session needs to be planned around my freelance work in advance. hello@bettercreating.com is best to discuss this.
Regarding the download - make sure you are inputting the amount you want to pay for the template before clicking the link as it 'pay what you want from $8 +. Hopefully that solves it otherwise just contact support@gumroad.com and they can solve any technical issues you are having downloading or paying. Thanks!
I wish I watched your video sooner!
Welcome! :)
What if my currency is not there in list ?
That’s worth messaging Notion about directly to request an update! :)
There are sth wrong in the formula of "Planned Expenses" , property :( Fixed / Variable / One-off ) is not found
Yep - typo I think - name the formula to your property name (probably doesn’t have ‘one off’ in it: the prop(“ “) entries need to match the exact name of the columns you have input.
What is the principle of this formula 😌 should I delete it
I am not getting the inline table veiw
/database - inline is what you need to search for. :)
@@BetterCreating yea that is what I cannot find. it doesnt come up at all
No exactly what I am looking for. As an advice, please introduce the video with what is the expected final result. I was looking a way to project expenses. Future not past expenses.
english is my second languange, and i'm not very fluent on it, and i'm definetly don't know anything about economics. can anyone explain me what "claim" is? the more i search on google, for example, "final expenses claim", what came out is "Final expense insurance has a death benefit designed to cover expenses such as a funeral or memorial service, embalming and a casket, or cremation. However, beneficiaries can use the death benefit for any purpose, from paying property taxes to taking a vacation."
can anyone at least told me where to research this?
The site looks different now. Having trouble with creating a relation.
Yeah, it all still works but the interface is just slightly different. For relations set them to show in both databases and have no limit - or create the relation from the income / expenditure databases with a one page limit so you can only ever link the expense to a simple year balance. Will make a new one perhaps for 2023! :)
@@BetterCreating will most definitely watch!!
Why would you put financial information on an unsecured system?
Loved the template!
Please help with formulae for "Planned Expense" & "Status" they wont work as they supposed to be!
Thank you!
Make sure the titles of your columns match those listed in the formula - capital letters etc count - I think one of my example formulas has a title with ‘one-off’ in it - accidentally left over from an old version. Other than that - it should work - it’s usually a small input error around () or where you missed a comma etc. good luck!
Thanks for watching!
@@BetterCreating not working
@@ImVinberg OK, I'm sorry to hear that. Without access to your screen, I'm afraid I can't really help you further - but please rest assured notion's formulas remain functioning the same - I think you are just experiencing what many of us experience time to time with the formula that just won't resolve! Good luck :)
Formulas dont work
Why don't you use Excel instead?
I don’t - I actually use Xero and automate my account tracking. But I made this video for those who want to use Notion and integrate it with their wider second brain system on the platform. Also Finotion is a great integration option to link your accounts in Notion
doesnt seem free anymore
What do you mean here?
@@BetterCreating i thought the template was free as mentioned in the video but it is paid now. So i am thinking of following your instructions and building it with you.
@@bilokshankar Ah yes - it has a limited run for free when I released this ages ago - but yes the build videos are there for free and likely a better way to learn how it works anyways :)
I feel like your build was too complex for my needs, so unfortunately I didnt get too much out of your explanations :(
Sorry to hear that, I found that anything simpler and I was having to manually manage calculations and it didn’t make my life any easier! Hope you find a solution that works for you. Or you can always download a template. :)
@@BetterCreating Yes I see your point, I guess I have to get to know the notion functions a little better in order to adapt it for my specific needs. Maybe you can help? That would be nice!
I was, for example, wondering, how I could connect an amount to a description (within a database table)? I.e.my monthly loan always stays the same, so that I dont have to manually type it in every month. Also, I added specific dates in my table to specify when exactly an income or an expense will come in or go out. I would also like to connect that to every description (only the month or year has to adapt). And further, I added a checkbox, to check off whether its done or not. All of that is just for my fixed incomes/outcomes, not the variables, so I thought of connecting that. But I dont have an idea yet on how that works. I guess my ideas are too complex for my abilities yet
LOL its not free Thanks we dont need
I didn't like this video because he goes so fast that you can't see what he's doing. You have to rewind multiple times and stop it at just the right millisecond to see what he clicked on. A big thumbs down from me.😤
Thanks for the feedback. Always a balance to get right on duration vs clarity. You’re the first to mention this so will take a look and see how I can improve it.
you are just lazy.
Im having trouble with the Planned Expenses and Status columns.... i would enter "if(prop("Fixed / Variable") == "Fixed", prop("Amount"), if(prop("Fixed / Variable") == "Variable", prop("Set Budget"), prop("Amount") - prop("Amount")))", it would show an error of "Property not found: prop(Fixed / Variable)....
and for Status, i would enter "if(prop("Planned Expenses") >= prop("Amount"), "✅ ON BUDGET", if(prop("Planned Expenses") < prop("Amount"), "❗ OVER SPEND", "💵 Enter Amount"))" and would show an error: " (char 144)... can anyone help me?
A quick reply: property not found is because you haven’t titled column correctly so it can’t find it. Copy paste the column title into the prop( or just delete it and select the right one from the list.
For Planned Expense: if(prop("Fixed / Variable") == "Fixed", prop("Amount"), if(prop("Fixed / Variable") == "Variable", prop("Set Budget"), prop("Amount") - prop("Amount")))
@@neezamuddinfaayez7234 how about the status formula ?