If you are struggling with the bi-weekly option, you can check this page out for some guidance! www.notion.so/kalynbrooke/I-Want-to-Add-a-Bi-Weekly-Option-to-My-Bill-Tracker
This is exactly what I need! A bi-weekly option! But every time i click on the above link you shared, it just takes me to my notion page. It doesn't direct me to your instructions for adding the biweekly option. Please help.
@@mpoweredandfit7148 Hi! I'm sorry you're having trouble accessing the link. Can you tell me if you are trying to click on it via a mobile device or through a web browser? Sometimes we've found that you need to be logged in on the browser version and open it there because some phones don't seem to redirect to the page once the app is open. If that doesn't work. please shoot us an email admin at kalynbrooke dot com and we'll find a way to get this info to you!
@@KalynBrookeCo hello Kalyn! I am not the original poster of this comment, but I am experiencing the same issue as the original commenter - when I click the Bi-weekly template link you've shared, it takes me to my last-visited Notion page within my own workspace. I am clicking the link via Chrome browser on a Windows PC
I cannot tell you enough how helpful this tutorial was. You've made such an excellent format and pace for quickly executing the build, while taking the time to explain some of the more nuanced functionality of Notion as a software and its formula language! I've been lightly using Notion for about 1.5-2yrs, in an attempt to create solutions that work both for me (a data/excel numbers nerd) and my partner (a mechanic who is brilliant but extremely practical/visual) that keep us on track financially, among other things. These two videos (the subscription tracker build, along with this add-on build) solved a LOT of the issues I was having with creating raw Databases and/or modifying downloaded templates. I am so grateful that you've shared this freely. Thank you 100x
I love how you slow down and speak clear. I like how you want everyone to give it a shot. Coding can be difficult but it’s fun. Keep these videos coming.
You are incredible! You're easy to follow along with and I love that you stop and check mid-formula to ensure your work is correct. You have inspired me to start using Notion!
Thank you so much for your kind words! I hope you'll love Notion as much as I do. And yes! We're full time in the RV. Stop by our other channel and say hi! Love that you're into tiny homes as well. :)
So happy about this - followed the video step-by-step (loved that you stopped at each step to double-check) and I DID IT without having to copy/paste the formulas! Kaylyn, you are such a great teacher! And YES to a video on buttons!
Hi Kaylyn. I love this video & how you take time to explain everything. I'm fairly new to Notion, so I really appreciate the time & effort you put in to explain the build process step by step. With regard to the "Auto Pay" checkbox, I don't see how that really helps the manual process of recording your expenses unless an Automation can be setup where by on the due date, it creates a record in the Transaction database to actually record the bill being paid. I'm considering getting one of the paid plans of Notion to fully unlock Automations; but I thought some features of Automations were available without a paid plan. Again, thank you for this video - it has given me a good start in building my own bill tracker.
I'm so glad this video was helpful! The Auto Pay checkbox is mainly a conditional property so we can say "if the box is checked" then our due date text is black. If it's not checked, then our due date text is a bold red color, so we know that we have to manually go in and pay that bill. Unfortunately, you wouldn't be able to use an automation for recording a transaction since automations don't work on formulas (and our "Next Payment" date property is a formula. But you don't technically need to record any transactions in Notion for Auto Pay bills because they just come out automatically of your actual bank/credit card account and you don't have to keep track of them. I hope that makes sense!
I really enjoy your videos and explanations. I kind of binge-watched them all. I was thinking about doing a bill tracker and this video was perfect timing. Love your content 💗
Your explenations are on point, thank you🫶🏼i really learned some key points, even though I already made some complex formulas myself :) And for the button: you don‘t have to make it default :) first it will just say add page to…as empty but when you click on empy you can select a template 😊 in this case it doesn‘t really matter, howevet it can sometimes be really helpful🌝
Yes, for sure! I wanted to make the template default in case I added something to that database directly rather than use the button, but I did make it sound like you needed to in the video. 😆 Thanks so much for watching!
Thank you again! Would you mind doing a tutorial on creating a page for your kitchen, such as grocery lists, recipes, and things of that nature? I have been looking for a tutorial on something like this but everyone else moves so fast and it's so hard to keep up.
Hi! Thank you so much for the suggestion. I will keep this in mind as I plan content in the future. I do have a crash course where we build a recipe book and meal planner available! kbcreativeshop.com/products/notion-anatomy-beginner-building-blocks
Love this video! Thank you so much for taking the time to sit down and walk us through it! I tried adding a bi weekly option but it changed everything and I couldn't figure it out. Any tips?
Hi! I have a page that walks you through the biweekly options. Hope this helps! www.notion.so/kalynbrooke/I-Want-to-Add-a-Bi-Weekly-Option-to-My-Bill-Tracker
I'm back! Lol I keep trying to click on the link but it's not working for me. It keeps redirecting me to my own notion. Do you know if I'm doing something wrong?
@@MariaFlores-jx8qt Whoops, I'm not sure why that's not working. Try this link? www.notion.so/kalynbrooke/I-Want-to-Add-a-Bi-Weekly-Option-to-My-Bill-Tracker-f173a35bf8014dcda4fa8388ea693dce If that does not work. please shoot an email to admin at kalynbrooke.com so we can send it via email? :)
Hey Kalyn, love this template so much thank you!! I'm just wondering if there is anyway to somehow incorporate your income as well, so I can see if I'll have enough each month/week, to cover said expenses... if that makes sense?
Yes, it does! You could create a new "Income" Database, and every time you receive income, enter it into that database. If you want to always have a Monthly View of what you earned, you can create a *linked view of a database* on the main dashboard page and filter the dates to show just *this month.* Then, you can calculate the sum at the bottom of that database (only in Table view) to compare the two. It's kind of hard to explain via a comment, but it can be done!
@@KalynBrookeCo no no that makes sense!! I think I need to give myself more credit on my notion knowledge - as this is what I was thinking! Thank you for replying, I appreciate it and thanks for the template and vids! Keep it up gf xxx
@@KalynBrookeCo just came into another small issue and you were the first I thought of to ask 🤣 is there anyway to have a "once-off" payment option in the payment cycle? I'm scared to tamper with the formulas!! hahaha
Hi Kalyn! I enjoyed the video and think this is going to help out a bunch. What is the best route to "retiring" a subscription from the table? A scenario is where I cancel a subscription like Netflix, I want to remove it from future payments. I would still like to look back at past months and see payments for historical data or if I had notes. Just looking for ideas.
Awesome! I'm so glad to hear that! I would create a Status property so you can have an "Active", "Cancelled", or "Paid Off" status for each of your bills. Then if you are using any formulas to calculate your current monthly budget for each bill or subscription, make sure you use an IF statement to only count the Active subs.
@@KalynBrookeCo Hey! Thanks for your response. I did something like you said for the status and then created different table views so I could track them properly. I added a "thin ice" category for items I am considering cancelling to see how much I would save a month by getting rid of it. I've watched other bill and finance tracker video and feel while others may have fancier bells and whistles, here and there, yours has been the smoothest one so far. I'm new to Notion and this has been a good start.
Hi! I created the bill tracker but didn’t realize after the day bills were due, the items would move to the next month. I know this is likely due to the formula but is there a way to make it NOT do that? I’d like to see historically that my bills were paid incase I miss one or need to go back.
Yes, that's how the formula is supposed to work! Unfortunately, there's no way to "duplicate" the bill to recur unless you set up a recurring database template, which you CAN do. The only issue with this is you won't see the bill appear for the next due date until the actual date. It's something I really wish Notion would change! If you stick with the formula, the overdue section on the bill tracker will catch whatever bills haven't been paid (based on a manual record of transactions), so that should help catch a bill if you missed the due date. A third option is to disregard the formula and manually duplicate all your monthly bills (a.k.a. each Notion page). If you go this route, I would just set up a button to add those bills to the database automatically in one click.
@KalynBrookeCo Hi Kalyn, I just found this comment & I was wondering which formula is being discussed here? I too was considering creating the Bill Tracker template, but I think I'll run into the same issue & would have to make the subscription "recurring". Thank you for the awesome video.
I did some more digging and Notion only seem to support cycles of Daily, Weekly, Monthly and Yearly on Repeated templates. Unfortunately, I have a subscription that I get a charge on a Quarterly basis 😒. I can probably get around it by using a Monthly repeating template - I'll have to remember that it actually is charged Quarterly. I still don't yet know if a record will be kepted in the database after the Due Date even with these repeated templates. I'll have to continue to look into this.
If you are struggling with the bi-weekly option, you can check this page out for some guidance!
www.notion.so/kalynbrooke/I-Want-to-Add-a-Bi-Weekly-Option-to-My-Bill-Tracker
This is exactly what I need! A bi-weekly option! But every time i click on the above link you shared, it just takes me to my notion page. It doesn't direct me to your instructions for adding the biweekly option. Please help.
@@mpoweredandfit7148 Hi! I'm sorry you're having trouble accessing the link. Can you tell me if you are trying to click on it via a mobile device or through a web browser? Sometimes we've found that you need to be logged in on the browser version and open it there because some phones don't seem to redirect to the page once the app is open.
If that doesn't work. please shoot us an email admin at kalynbrooke dot com and we'll find a way to get this info to you!
@@KalynBrookeCo Email sent! Thank you!
@@KalynBrookeCo hello Kalyn! I am not the original poster of this comment, but I am experiencing the same issue as the original commenter - when I click the Bi-weekly template link you've shared, it takes me to my last-visited Notion page within my own workspace.
I am clicking the link via Chrome browser on a Windows PC
I cannot tell you enough how helpful this tutorial was. You've made such an excellent format and pace for quickly executing the build, while taking the time to explain some of the more nuanced functionality of Notion as a software and its formula language!
I've been lightly using Notion for about 1.5-2yrs, in an attempt to create solutions that work both for me (a data/excel numbers nerd) and my partner (a mechanic who is brilliant but extremely practical/visual) that keep us on track financially, among other things.
These two videos (the subscription tracker build, along with this add-on build) solved a LOT of the issues I was having with creating raw Databases and/or modifying downloaded templates.
I am so grateful that you've shared this freely. Thank you 100x
This is such an encouraging comment! Thank you so much. :)
I love how you slow down and speak clear. I like how you want everyone to give it a shot. Coding can be difficult but it’s fun. Keep these videos coming.
Thank you-that means a lot to me! 😍
You are incredible! You're easy to follow along with and I love that you stop and check mid-formula to ensure your work is correct. You have inspired me to start using Notion!
Also, I see that you are in an RV. I'm very much into tiny house living!
Thank you so much for your kind words! I hope you'll love Notion as much as I do. And yes! We're full time in the RV. Stop by our other channel and say hi! Love that you're into tiny homes as well. :)
So happy about this - followed the video step-by-step (loved that you stopped at each step to double-check) and I DID IT without having to copy/paste the formulas! Kaylyn, you are such a great teacher! And YES to a video on buttons!
I'm so glad it worked for you! And thank you for the very kind words.
This was an awesome tutorial. I would love to build the debt tracker as well.
Thanks so much for your nice compliment! I'd love to do a video build of a debt tracker in the future so stay tuned!
Hi Kaylyn. I love this video & how you take time to explain everything. I'm fairly new to Notion, so I really appreciate the time & effort you put in to explain the build process step by step.
With regard to the "Auto Pay" checkbox, I don't see how that really helps the manual process of recording your expenses unless an Automation can be setup where by on the due date, it creates a record in the Transaction database to actually record the bill being paid. I'm considering getting one of the paid plans of Notion to fully unlock Automations; but I thought some features of Automations were available without a paid plan.
Again, thank you for this video - it has given me a good start in building my own bill tracker.
I'm so glad this video was helpful!
The Auto Pay checkbox is mainly a conditional property so we can say "if the box is checked" then our due date text is black. If it's not checked, then our due date text is a bold red color, so we know that we have to manually go in and pay that bill.
Unfortunately, you wouldn't be able to use an automation for recording a transaction since automations don't work on formulas (and our "Next Payment" date property is a formula. But you don't technically need to record any transactions in Notion for Auto Pay bills because they just come out automatically of your actual bank/credit card account and you don't have to keep track of them.
I hope that makes sense!
@@KalynBrookeCo This makes perfect sense. Thanks again for the video!
I really enjoy your videos and explanations. I kind of binge-watched them all. I was thinking about doing a bill tracker and this video was perfect timing. Love your content 💗
That means so much to me-thank you!
Loved it!! Had a little trouble with the formula at first, but I kept going and got it corrected plus it works now. Thanks a bunch!!
WOOHOO! Great work. I know it's a bit of a tricky string of conditions, but I'm delighted that you got it and that it's working.
Thank you for this video! It took a little pausing and rewinding, but I got it to work without copying the formulas. Woohoo!!!
That is EXCELLENT! Great work. :D
Your explenations are on point, thank you🫶🏼i really learned some key points, even though I already made some complex formulas myself :)
And for the button: you don‘t have to make it default :) first it will just say add page to…as empty but when you click on empy you can select a template 😊 in this case it doesn‘t really matter, howevet it can sometimes be really helpful🌝
Yes, for sure! I wanted to make the template default in case I added something to that database directly rather than use the button, but I did make it sound like you needed to in the video. 😆 Thanks so much for watching!
Thank you again! Would you mind doing a tutorial on creating a page for your kitchen, such as grocery lists, recipes, and things of that nature? I have been looking for a tutorial on something like this but everyone else moves so fast and it's so hard to keep up.
Hi! Thank you so much for the suggestion. I will keep this in mind as I plan content in the future.
I do have a crash course where we build a recipe book and meal planner available! kbcreativeshop.com/products/notion-anatomy-beginner-building-blocks
@@KalynBrookeCo Great, thank you!
Love this video! Thank you so much for taking the time to sit down and walk us through it!
I tried adding a bi weekly option but it changed everything and I couldn't figure it out. Any tips?
Hi! I have a page that walks you through the biweekly options. Hope this helps! www.notion.so/kalynbrooke/I-Want-to-Add-a-Bi-Weekly-Option-to-My-Bill-Tracker
@@KalynBrookeCo thank you so much!
@@MariaFlores-jx8qt Absolutely! Enjoy. :D
I'm back! Lol I keep trying to click on the link but it's not working for me. It keeps redirecting me to my own notion. Do you know if I'm doing something wrong?
@@MariaFlores-jx8qt Whoops, I'm not sure why that's not working. Try this link? www.notion.so/kalynbrooke/I-Want-to-Add-a-Bi-Weekly-Option-to-My-Bill-Tracker-f173a35bf8014dcda4fa8388ea693dce
If that does not work. please shoot an email to admin at kalynbrooke.com so we can send it via email? :)
Hey Kalyn, love this template so much thank you!! I'm just wondering if there is anyway to somehow incorporate your income as well, so I can see if I'll have enough each month/week, to cover said expenses... if that makes sense?
Yes, it does! You could create a new "Income" Database, and every time you receive income, enter it into that database. If you want to always have a Monthly View of what you earned, you can create a *linked view of a database* on the main dashboard page and filter the dates to show just *this month.* Then, you can calculate the sum at the bottom of that database (only in Table view) to compare the two. It's kind of hard to explain via a comment, but it can be done!
@@KalynBrookeCo no no that makes sense!! I think I need to give myself more credit on my notion knowledge - as this is what I was thinking! Thank you for replying, I appreciate it and thanks for the template and vids! Keep it up gf xxx
@@KalynBrookeCo just came into another small issue and you were the first I thought of to ask 🤣 is there anyway to have a "once-off" payment option in the payment cycle? I'm scared to tamper with the formulas!! hahaha
@@taylorrose5651 I have a screenshot I can send you! What is your email address?
Hi Kalyn! I enjoyed the video and think this is going to help out a bunch. What is the best route to "retiring" a subscription from the table? A scenario is where I cancel a subscription like Netflix, I want to remove it from future payments. I would still like to look back at past months and see payments for historical data or if I had notes. Just looking for ideas.
Awesome! I'm so glad to hear that! I would create a Status property so you can have an "Active", "Cancelled", or "Paid Off" status for each of your bills. Then if you are using any formulas to calculate your current monthly budget for each bill or subscription, make sure you use an IF statement to only count the Active subs.
@@KalynBrookeCo Hey! Thanks for your response. I did something like you said for the status and then created different table views so I could track them properly. I added a "thin ice" category for items I am considering cancelling to see how much I would save a month by getting rid of it. I've watched other bill and finance tracker video and feel while others may have fancier bells and whistles, here and there, yours has been the smoothest one so far. I'm new to Notion and this has been a good start.
@@JamesMtzXIV Thank you so much for that! I'm glad that you've been able to find this useful!
Hi! I created the bill tracker but didn’t realize after the day bills were due, the items would move to the next month.
I know this is likely due to the formula but is there a way to make it NOT do that? I’d like to see historically that my bills were paid incase I miss one or need to go back.
Yes, that's how the formula is supposed to work!
Unfortunately, there's no way to "duplicate" the bill to recur unless you set up a recurring database template, which you CAN do. The only issue with this is you won't see the bill appear for the next due date until the actual date. It's something I really wish Notion would change! If you stick with the formula, the overdue section on the bill tracker will catch whatever bills haven't been paid (based on a manual record of transactions), so that should help catch a bill if you missed the due date.
A third option is to disregard the formula and manually duplicate all your monthly bills (a.k.a. each Notion page). If you go this route, I would just set up a button to add those bills to the database automatically in one click.
@KalynBrookeCo Hi Kalyn, I just found this comment & I was wondering which formula is being discussed here? I too was considering creating the Bill Tracker template, but I think I'll run into the same issue & would have to make the subscription "recurring". Thank you for the awesome video.
@@jcmichaelw This is the "Next Payment" formula!
I did some more digging and Notion only seem to support cycles of Daily, Weekly, Monthly and Yearly on Repeated templates. Unfortunately, I have a subscription that I get a charge on a Quarterly basis 😒. I can probably get around it by using a Monthly repeating template - I'll have to remember that it actually is charged Quarterly. I still don't yet know if a record will be kepted in the database after the Due Date even with these repeated templates. I'll have to continue to look into this.