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How To Build A Fully Automated Finance Tracker In Notion

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The Best Notion Finance Tracker Template in 2024

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In this Notion tutorial, you’ll learn how to build a fully automated finance tracker in Notion.

Because tracking your income and expenses in Notion is great – but having to manually input all those numbers can be quite time consuming.

Plus, in the age of AI, no one really needs to copypaste information from one tool to another anymore.

Instead, we’re leveraging a great new (and free) automation tool called Relay.app to automatically extract all relevant data and send it to our Notion database.

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Chapters:
00:00 Intro
00:51 Set up your Notion Databases
04:00 Calculate your monthly spend in Notion
08:15 Set up Google Drive
09:10 Set up recurring payments in Notion
10:54 Automatically add expenses to Notion
18:15 Connect expenses to months
20:37 Troubleshooting errors
23:00 How to extract several expenses at once
29:06 Automatically categorise your expenses
32:32 Building a Finance Dashboard in Notion
42:59 Outro

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

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