Notion Build With Me: Track Budget, Income And Expenses

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  • เผยแพร่เมื่อ 14 ม.ค. 2025

ความคิดเห็น • 579

  • @kaitlynjackson8059
    @kaitlynjackson8059 2 ปีที่แล้ว +128

    I almost cried watching this. It was like you were answering my questions as I was asking them! Thank you for making it so simple for beginners like me. I have been downloading other people's templates, getting so frustrated because they did not do the basics the way I wanted them to. Now I have the ability to create a budget the way I want to. Thank you so much!

  • @shahrezqureshi
    @shahrezqureshi 3 ปีที่แล้ว +19

    I started using Notion when all the productivity vlogs started talking about it and stopped using it because whatever I thought was possible to do in it, I was doing in dedicated apps in a better and much more streamlined way. Seeing your channel and listening to you explain how to do all this has made me go back and now, there is a page for everything that I used to do in a dedicated app thanks to you and your fabulous tutorials.

  • @tabletopsolo
    @tabletopsolo 3 ปีที่แล้ว +167

    This is exactly what I was trying to build. Mine is like the poor-poor-poor man's version of yours. Awesome video.

    • @wren4077
      @wren4077 3 ปีที่แล้ว +18

      my income is also the poor poor poor man's version of this too

    • @sarbmusic5661
      @sarbmusic5661 3 ปีที่แล้ว +1

      @@wren4077 😂

  • @shubhamdavey
    @shubhamdavey 2 ปีที่แล้ว +3

    You girl, have earned my respect. Highly underrated creator.

  • @elnegronica
    @elnegronica วันที่ผ่านมา

    Absolutely wonderful! A step-by-step guide perfect for any beginner like me, not only helping to achieve the goal but also offering an excellent explanation of the tool itself for future improvements. Thank you so much for the effort. Outstanding work! You’ve got my "Like."

  • @ritaviana875
    @ritaviana875 3 ปีที่แล้ว +10

    This is one of the most helpful channels! Seriously, Red! Thank you! I am linking you on my website and everywhere!

  • @alanwallace3253
    @alanwallace3253 3 ปีที่แล้ว +64

    The secret is out. Some of the bigger productivity channel content creators are talking about you. Personally, I’m thrilled you’re well on your way to having a great career with this. I stumbled across your site about 2 weeks ago, look forward to more Notion tips, tricks and advanced applications. In the meantime, studying your techniques with Notion and binge watching you past work. All the best , Aloha from Maui.

    • @RedGregory
      @RedGregory  3 ปีที่แล้ว +9

      Nice! Thanks for watching :) I'm happy to make content. It's a lot of fun.

    • @alanwallace3253
      @alanwallace3253 3 ปีที่แล้ว +3

      @@RedGregory where can I send some ideas to you for content creation? Not presuming you’d do it. It’s very obvious your an expert in this and I’d also consider a class if you do one.

    • @bharathbalu3878
      @bharathbalu3878 10 หลายเดือนก่อน

      @@RedGregorymam thank you 😊 for ur efforts. I have one doubt in this above video. I wish to add year to my budget and how am I supposed to do it. It’s little bit tricky. I added in income and expenses cut when I come to total budget table year is a big issue to me. Kindly make a video of possible for that - guide me…

  • @karitthasun290
    @karitthasun290 2 ปีที่แล้ว +6

    Hey Sarah, I can't say how thankful I am that you are sharing your template for free and making a comprehensive video on it too! Loving your blog and content so much!

  • @chetachi_
    @chetachi_ 3 ปีที่แล้ว +95

    This is really similar to what I created! I would also suggest creating a "Categories" DB so that you know how much your spending by category. Also, a property defining what year "Income" and "Expense" apply to would lessen any confusion once December rolls around. Love your content Sarah!

    • @jennysworld1521
      @jennysworld1521 3 ปีที่แล้ว +12

      I would love to know how to do that! How do you make a linked database that shows the total per category for each month seperatly? This is my first experience on Notion and I want to get used to it. :3

    • @ANDREZENPS
      @ANDREZENPS 3 ปีที่แล้ว +1

      how do i do that?

    • @mosesfebrian
      @mosesfebrian 3 ปีที่แล้ว +18

      Add a new column by clicking + icon on the right side of the In Budget column (3. Expenses) then name it Categories and type categories like Gadget, Tech, Transportation, Subscription, etc. You can then change the property type from Text to Select. If you want to add Year column, click + icon on the upper right side of each table (2. Income and 3. Expenses) then name it Year and type the year then change the property to type from Text to Select. Hope this helps!

    • @hannahlatham9208
      @hannahlatham9208 3 ปีที่แล้ว +1

      @@mosesfebrian Wow thank you so much! This was very helpful because my only concern was "how do I use this for multiple years and organize those years" since I'm in highschool and want to organize how I spend each year throughout my schooling.

    • @dhioofficial4336
      @dhioofficial4336 3 ปีที่แล้ว

      @@mosesfebrian thank you, and then how to know how much income and expenses every year ?

  • @choppedcheesegaming
    @choppedcheesegaming ปีที่แล้ว +1

    You're probably the best Notion teach on youtube and don't even know it :) thanks so much!

  • @elliesmith2547
    @elliesmith2547 3 ปีที่แล้ว +10

    This is SO helpful - I’ve been faffing around trying to build something like this for weeks. Thank you for your smarts 🙏🏻

  • @anne-mareegray8762
    @anne-mareegray8762 3 ปีที่แล้ว +6

    Building along with you helps me to udnerstand what I am doing and why I am doing it, but it is a real comfort to know the template is available if I totally mess it up. Thanks!

  • @AmericanoPlease
    @AmericanoPlease 3 ปีที่แล้ว +1

    Honestly, the best notion tutorial I've come across! You are brilliant!

  • @rabiealqawareet1704
    @rabiealqawareet1704 3 ปีที่แล้ว

    Thanks

  • @sneakysnake2866
    @sneakysnake2866 ปีที่แล้ว

    You are by far one of the best Notion TH-camrs. Ty.

  • @LanaCyril
    @LanaCyril 3 ปีที่แล้ว +1

    Can't believe you included a free template. Life changing, thanks a million!

  • @joanisichei7539
    @joanisichei7539 5 หลายเดือนก่อน

    I have been using this template for about a year now and it really got on my track with my expenses.
    So simplified, sooo easy to use. Thank you.

  • @nilitavakoli7057
    @nilitavakoli7057 3 ปีที่แล้ว

    I don't understand why people dislike this content!! This is absolutely helpful!!!! Thx:) Keep up the good work

  • @Rain_theGamer
    @Rain_theGamer 2 ปีที่แล้ว +2

    you're very good at introducing processes without it being overwhelming or over inflating the worth. very easy to learn and apply to other processes. love your site too. thanks.

  • @bunny99756
    @bunny99756 3 ปีที่แล้ว +3

    This is great! I've also added new pages to the Balance Calculator for certain months and followed through as what you did and it works to see the budget for every month. Thank you so much!

    • @hernorthwind
      @hernorthwind 2 ปีที่แล้ว

      I know your comment is half a year old, but any chance you could tell me how you linked the monthly expenses to the monthly balance? 🙈 I have created views in the balance and set a filter per month. as I set this up in April, my current one that I set up using this video is the month April.
      now I tried to enter something into the income and expense for month may but nothing changes in the may balance :(

    • @bunny99756
      @bunny99756 2 ปีที่แล้ว

      @@hernorthwind you can check the post that I made. Feel free to come back to me.

  •  3 ปีที่แล้ว +2

    I can't thank you enough! I knew I had to severely change my spending habits and I had no idea where to begin. You've saved my life today!

  • @beatrizm694
    @beatrizm694 2 ปีที่แล้ว +1

    you´re amazing!!! the way you organize and use notion helps so many of us who also want to get organized and your templates are the best!! thanks a lot for making these types of videos and for providing the template for us!

  • @darianrichardson3629
    @darianrichardson3629 3 ปีที่แล้ว

    This video was:
    1. A well made tutorial
    2. The most useful Notion video i've seen

  • @MeliCxh
    @MeliCxh 2 ปีที่แล้ว

    OMG! I've been searching for a good template for money expenses for over an hour, and I jumped into your Chanel; you have a lot of resources! I'm digging into it! It's fantastic, thank you so much! You definitely gain a new subscriber.

  • @lobnalobna6020
    @lobnalobna6020 ปีที่แล้ว

    I wanna hug you for like 3min and tell you thank you so much Red for this video and the template that you're sharing for free thank you so much

  • @CCHouse-d5d
    @CCHouse-d5d 2 ปีที่แล้ว

    Wow Red. Just wow! Simple but GOLD. I demand ads on this channel.

  • @leahnavarro4663
    @leahnavarro4663 3 ปีที่แล้ว +2

    This is so helpful in many ways! I am already doing my own Cash Flow page on my Notion and the way you present the formulas are remarkably sensible. Thank you so much for the great help, you saved me a lot of time browsing the internet for sensible answers, yet here I found you. Again, Thank you, might link you to my blog and recommend you to my friends. Have a good one!

  • @macasofia
    @macasofia 2 หลายเดือนก่อน

    You are an angel! thanks sooo much for sharing and teaching. Exactly what I needed and had no clue how to!

  • @sitaraalaknandashakti1956
    @sitaraalaknandashakti1956 3 ปีที่แล้ว +6

    you're an amazing teacher, thank you!

  • @barddzen
    @barddzen 3 ปีที่แล้ว +1

    I just spent days trying to figure all this out before finding this video. Great job. One adjustment I made (vs yours) was to create a “Paycheck” database vs just income to account for our taxes, benefits, pre/post tax, etc. and then created views and rollups on that data. We also get paid every 2 weeks vs monthly which we need to account for.

  • @bihlnew5945
    @bihlnew5945 ปีที่แล้ว

    The tutorial is so good and very easy to understand. I like your style. I've learned a lot from your videos. IMO, you are an angel in the Notion area!

  • @natalia18180
    @natalia18180 2 ปีที่แล้ว

    Valeu!

  • @francheskamay9764
    @francheskamay9764 2 ปีที่แล้ว

    THIS IS SO HELPFUL! Got lost for a second but it's all good now. Continue to create amazing works! All the best!

  • @mayurchavhan8590
    @mayurchavhan8590 3 ปีที่แล้ว

    I think in my opinion this is ONE of THE BEST Budget Template and Notion Guide. Thank you so much.. Love from India

  • @mariabetania8498
    @mariabetania8498 3 ปีที่แล้ว

    This video is absolutely incredible... You are from other planet. Love it! Thank you so much for your explanation.

  • @bhugsd1
    @bhugsd1 2 ปีที่แล้ว

    To be honest, at first I didn't watch the video but I liked the way it looked and after a few easy adjusts I was able to get the template I was looking for so long, thanks a lot for all the work. In the end, I came again to finally watch the video and it was very helpful.
    Thanks a lot for the great work

  • @savintliterally5766
    @savintliterally5766 3 ปีที่แล้ว

    I have been struggling with notion and this is exactly i am looking for, you cured my confusion way much better. thank you so much

  • @yokijpeg
    @yokijpeg ปีที่แล้ว +2

    Me: how much can you teach me in one video?
    Red: YES.

  • @isabelamota854
    @isabelamota854 2 ปีที่แล้ว

    I wish i could press the like button more than once. This is an incredible content. I'm really grateful!
    Thank you from Brazil! 💞

  • @saviomonteiro7406
    @saviomonteiro7406 3 ปีที่แล้ว +1

    Amazing video!! It really helped.

  • @pipe8afx
    @pipe8afx 11 หลายเดือนก่อน

    this was easy to follow, easy to update on future months and very handy! Thank you veeeeeeeery much

  • @sylvannebautista
    @sylvannebautista ปีที่แล้ว +9

    I love the tutorial and how simple this is, but is there a way for the "Balance Calculator" to show total balance, expenses and income for a specific month? I noticed that it's adding everything you entered under income database. Thank you so much!

    • @yhungjustin
      @yhungjustin ปีที่แล้ว

      I had this same question did you ever get an answer or figure it out???

    • @ashishkamat3624
      @ashishkamat3624 ปีที่แล้ว

      I am stuck on the same issue. It would make my life so easy.

    • @yasminpimenta2316
      @yasminpimenta2316 ปีที่แล้ว

      I believe you would have to create diferent Relations to each month.
      On the "Total Balance Data Base" create a Line for each monthly balance: "Jan Balance", "Feb Balance"...
      Then on the Expenses and Income Data Bases, go on the Relation Columm "ToCalculate" and Add a Link to the respective mounth.
      Make sure you adjust the filter for each tab só the "To calculate" Collum has both "Total Balance" and the "Month Balance"
      In the end you can have filter to show the Yearly Balance (Total Balance) or the Monthly Balance

    • @CarlitaManuel
      @CarlitaManuel 9 หลายเดือนก่อน

      Hey, has anyone figured out the answer to this? I am currently struggling with the same issue😅

    • @onkar1108
      @onkar1108 5 วันที่ผ่านมา

      I am stuck at the same issue. Any easier solution?

  • @kmjarthaa
    @kmjarthaa ปีที่แล้ว +1

    bruhhh I can finally move on from spreadsheet now, thankyou soo much!

  • @BrizzaAnahi
    @BrizzaAnahi 3 ปีที่แล้ว

    I've been struggling with my time organization and I discovered Notion a couple of months ago and this video helped me a lot. I create my budget template alongside with your video and it helped a lot understanding its structure. Thank you for makings and sharing this!

  • @montserratmarroquin2130
    @montserratmarroquin2130 ปีที่แล้ว

    Thank you so much for taking the time to explain so clearly and delivery such a helpful tutorial

  • @ZenfinityTV
    @ZenfinityTV 2 ปีที่แล้ว +1

    Amazing financial planner. Thank you for putting this together and sharing it with us! Greatly Appreciated Red!

  • @yesivera5232
    @yesivera5232 3 ปีที่แล้ว

    The BEST video about notion budget i've ever seen! Thank you sooooooo much🌈😁🙌

  • @jovlee7175
    @jovlee7175 10 หลายเดือนก่อน +17

    if(empty(prop("Budget")) or empty(prop("Amount")), "", if(prop("Budget") >= prop("Amount"), "In Budget", "Over Budget"))

    • @matthews4503
      @matthews4503 7 วันที่ผ่านมา

      Whoever you are I hope you have the best life ever. I hope you find a $20 every time you step outside your house. I hope you get complimented every single day. I have been wracking my brain over this formula 😅😅

  • @jaqdelacruz3247
    @jaqdelacruz3247 3 ปีที่แล้ว

    You have made my life a thousand times better. Thank you!

  • @lautarorojasortiz4763
    @lautarorojasortiz4763 2 ปีที่แล้ว

    Thank you for this helpful tool and also for you explaining step by step how to do it! It really helped me!

  • @LIFE-OF-MINERVA
    @LIFE-OF-MINERVA 3 ปีที่แล้ว +26

    LOVE YOUR VIDEOS!! quick question about the balance calculator. When i start budgeting for the next month the calculator is still including the previous months balances. How do i get the balance calculator to calculate income / expenses and total balance for each month - rather than a yearly calculator. Thank you so much for all the help with notion, seriously impacted my productivity for the better!

    • @divefree-mauritius4356
      @divefree-mauritius4356 ปีที่แล้ว +1

      I have noticed that. if you have found a solution..share it plz thanks

    • @tracyneville4264
      @tracyneville4264 ปีที่แล้ว

      Also wondering about this!

    • @shazwanizzat2811
      @shazwanizzat2811 ปีที่แล้ว

      Thanks for the video, all good with a very detailed explanation @Red Gregory. Similar concern here, how do i get the balance calculator to calculate income / expenses and total balance for each month - rather than a yearly calculator.
      Looking forward!

    • @treezyAP
      @treezyAP ปีที่แล้ว

      Good to know that I wasn‘t the only one, that is struggling with that problem. Other than that it was a really helpful Video and Template you created.

    • @brittneespindler881
      @brittneespindler881 ปีที่แล้ว

      I'm still on struggle street trying to configure a monthly balance calculator instead of a yearly. Please help!

  • @micavaldez
    @micavaldez 2 ปีที่แล้ว

    Honestly, I enjoyed this type of tutorial! It's fast paced and clear. Thank you for this!

  • @taknikiinvestor
    @taknikiinvestor 6 หลายเดือนก่อน +2

    shits. i spent 2 hrs making this template by watching this video side by side and at last. she said, i am linking this template to the description. omgggg man

    • @oytunozer2581
      @oytunozer2581 6 หลายเดือนก่อน +1

      LOL. Thanks dude, I was making the same mistake too. u saved me

  • @rubiapedone31
    @rubiapedone31 3 ปีที่แล้ว

    I followed your video and did it along with you, and I love it! You explain things very easily and clearly! Thank you so much!

  • @15selena50
    @15selena50 3 ปีที่แล้ว +1

    Thank you so much, this tutorial was incredibly helpful. I am new to Notion and wanted to start with a budget and this was exactly what I was looking for and following along with you helped me to understand how everything works. Thanks again!

  • @davybaker6493
    @davybaker6493 3 ปีที่แล้ว

    This is super helpful, you explained it all really well. For someone who struggles with calculations, you made it really easy for me. Thank you for sharing your thinking

  • @jmor10x
    @jmor10x 2 ปีที่แล้ว

    Really good tutorial. Thank you for sharing. Exactly what I was looking for. Looking forward to more videos.

  • @perfeccionistloser
    @perfeccionistloser 2 ปีที่แล้ว

    thank you so much for sharing this!
    This is detailed enough to fulfill my needs but not overly so that makes it confusing, even tho you made the template available i chose to build one along your explanation and it allowed me grasp the how to even better.
    I'm very grateful!

  • @AnasthassiaMurillo
    @AnasthassiaMurillo 3 ปีที่แล้ว

    Thank you for sharing all of your brilliant work with us all for free!

  • @juriolli_code
    @juriolli_code 2 ปีที่แล้ว

    Since I've watched this video, my finances have been a completely different thing that a while ago. Ty!

  • @maferzumaya3214
    @maferzumaya3214 2 ปีที่แล้ว

    You are incredible and a master in Notion!!!!

  • @sydzhen6493
    @sydzhen6493 3 ปีที่แล้ว

    Wow this is fantastic, love how everything seems organized neatly and simply, gonna try this out later!

  • @hseindesigns
    @hseindesigns ปีที่แล้ว

    Thank you so much
    For those who want to follow along, please do it in the same exact order and in one setting to avoid something going wrong.

  • @Evelyn-wz6it
    @Evelyn-wz6it ปีที่แล้ว

    I love your notion videos. Thank you so much!! I'm your fan from Taiwan ❤

  • @blackrose7784
    @blackrose7784 9 หลายเดือนก่อน

    I can't overstate how badly I wish I find this video sooner. ❤❤

  • @IzzyWe
    @IzzyWe 3 ปีที่แล้ว

    This is amazing! Did this with MS Excel for the last years, but I started using Notion for University since 2020 and also for private stuff since last year, so it's just amazing to have personal dashboard for all the things that go on in my head. Thank your for the great template & the good explanation.

  • @PedroFernandezRuiz
    @PedroFernandezRuiz 3 ปีที่แล้ว +1

    thanks Red! great sunday video!

  • @emilygable2470
    @emilygable2470 ปีที่แล้ว

    Thank you so much for this video, I am still new to notion and the step by step videos are extremely helpful! Not to mention your template was extremely helpful and not overcomplicated like some of the finance templates on notion.

  • @АкмаралРакишева-и9п
    @АкмаралРакишева-и9п ปีที่แล้ว

    thank you very much! i really loved how you guided through the file very easily!

  • @JamieKateAdoc
    @JamieKateAdoc 2 ปีที่แล้ว

    Thank you for creating this! My Notion set up is much better and organized!

  • @ebeisaac7700
    @ebeisaac7700 2 ปีที่แล้ว

    This has been incredibly useful for me. Mine required a lot more customizations, but is all the more worth it. Thanks a lot for sharing!

  • @sarbmusic5661
    @sarbmusic5661 3 ปีที่แล้ว +1

    This was so helpful lots of love

  • @laisklain
    @laisklain 3 ปีที่แล้ว

    This video was everything I ever needed! Thank you!

  • @chairsoutside
    @chairsoutside 3 ปีที่แล้ว

    3:07 I didn't know about there was a quicker way to type in multiple tags; that's a great tip!

  • @marketingwithomg
    @marketingwithomg ปีที่แล้ว

    Dope. Great training! Using this to hopefully build a scorecard that I can use to track social media metrics across platforms on a weekly, monthly, and yearly breakdown.

  • @mayte106
    @mayte106 2 ปีที่แล้ว

    This is amazing!! Thank you so much for the template and for explaining how to make/edit it. It'll be a huge help!

  • @meeshkabob9601
    @meeshkabob9601 2 ปีที่แล้ว

    Your videos are amazing, they've really helped me. Thank you!

  • @Sasjuh1992
    @Sasjuh1992 3 ปีที่แล้ว

    Your video is so increasingly helpful! I was at a loss on how to create a decent finance tracker in Notion but now I have one that is simple and clear. Thank you so much ^_^

  • @chamodtharakaperera
    @chamodtharakaperera 3 ปีที่แล้ว

    Thank you so much for this! Searched this for years...

  • @deansomers1934
    @deansomers1934 2 ปีที่แล้ว

    Well done! This is the best strategy (for me) I have found to elegantly create a finance tracker without much hassle. I also found a lot of small tips you gave quite useful! (like using search to get a different sum quickly and doing the table colors) Keep up the good work :D

  • @walid.nightelf
    @walid.nightelf 2 ปีที่แล้ว

    I am so Thankful Sarah... Simple Budget formula for my Notion... Thanks for sharing

  • @GabrieleVanzo96
    @GabrieleVanzo96 3 ปีที่แล้ว

    I was searching for a template like this for too long! Thanks for sharing your work with us!

  • @carlamelody_
    @carlamelody_ 11 หลายเดือนก่อน

    Your tutorials have helped me a lot! Thank you so much!

  • @aaronic
    @aaronic 3 ปีที่แล้ว

    Thank you for this! I wanted to transition from using GOOGLE sheets to notion. This gave me a great start!

  • @susanfsk
    @susanfsk 3 ปีที่แล้ว

    OMG, loved your video!! This is was I was looking for! EXCELLENT TUTORIAL, thank u so much!!!

  • @nicolecyoutube
    @nicolecyoutube 3 ปีที่แล้ว

    Thank you for adding the template in the description box :) God bless you!

  • @point8cam
    @point8cam 3 ปีที่แล้ว

    Thank you for this! Love how straight to the point things are in your video! Gonna give this one a shot!

  • @majosroom9612
    @majosroom9612 3 ปีที่แล้ว

    Thank you so much for the template! it's more than perfect. I'm starting to work this month, so I was looking for a way to keep track of my expences and here it is

  • @iv4nschneider
    @iv4nschneider 2 ปีที่แล้ว

    Really awesome job! I was looking for something exactly like this. Thank you thank you thank you

  • @sammanthasarabia
    @sammanthasarabia 3 ปีที่แล้ว

    Thank you very much for your well-explained video! I have seen so many tutorials, but your was great! I'm deeply thankful. And keep up the great work

  • @johngaracinii8827
    @johngaracinii8827 3 ปีที่แล้ว

    Fantastic, thank you for the help. I work in personal consulting and recently I noticed that I was getting more clients but I really had no way of tracking how much I was making and where the money was actually was going. This definitely simplifies things; Thank you!!! 🙏 🤩

  • @lib9381
    @lib9381 3 ปีที่แล้ว

    This was so helpful! I was super confused at formulae so this is so GOOD!

  • @dominicdavistv
    @dominicdavistv 3 ปีที่แล้ว

    Wow! this is the future! no words!

  • @erickajenifer7074
    @erickajenifer7074 3 ปีที่แล้ว

    Thank you so much! This video helped me to customize my cash flow workspace in Notion.

  • @lakshaygoellll
    @lakshaygoellll 2 ปีที่แล้ว

    Loved the video. You've broken down the process so simple. Thanks✨✨

  • @pmoncayo
    @pmoncayo 2 ปีที่แล้ว

    Hi, Big thanks! for the video and for sharing the template, both of them are pure gold

  • @bydanish4167
    @bydanish4167 3 ปีที่แล้ว +1

    Red! You are the best 🌟.
    Stay blessed.

  • @karennavarro374
    @karennavarro374 2 ปีที่แล้ว

    Thank you for patiently explaining this! Great assistance :)

  • @enj6093
    @enj6093 3 ปีที่แล้ว

    This is so helpful!
    I am trying to work on my finances and this template is a good way to start. Thank you thank you so much! Such a life saver :)

  • @tanialimacosta
    @tanialimacosta 3 ปีที่แล้ว

    Thank you so much. Tryed to make my own lots of times, but this one beats them all!