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Membership invoice template for Finance

Money. An essential part of life. We all need it and we all want more. But making more money is pointless if you don't know how to manage it properly. And for that, you need to have systems in place. This video will show you how to use Notion to manage your income expenses and subscriptions, along with a monthly overview and a line graph to visualize your financial progress throughout the year. You can grab this template through the first link in the description, and with that out of the way, let's get started. I'm not going to be building the finance tracker from scratch, but I am going to walk you through how it works, what properties and relations are used, how to set up the line graph, and how to adapt the finance tracker to your own life. Starting off at the top, you'll see you have a quick overview section showing a summary of your income, expenses and profit for each year with the line graph next to it visualizing your total profit for each month throughout the year. Then you have the actual finance tracker where you can quickly add new income or expenses. Inside the Today view, you have a view showing all your income and expenses grouped ing to the month with the total at the top. And then you also have a monthly view showing both the income and expenses, which is calculating the total profit for that month. Underneath you have your different bank accounts with the bank balance updating automatically. You have your subscription tracker to keep track of your subscriptions and the calendar next to it to show the renewal dates for each subscription. And then lastly, at the bottom, you have your different income and expense sources. Now let me show you how to use this finance tracker. The first thing you want to do is go to your bank accounts and add the start amount, which is the amount you currently have in the bank account. And then you also want to go down to your income and expense sources and add the ones relevant to you. Once all of that is added, we can go ahead and add a new income or expense. Under the today view for both the income and expense, it automatically adds a template button which will load an icon as well as today's date. And then you can just go ahead and give it a name, adding the dollar amount, link your bank account and also link it to income or expense source. Now if we get to the income or expense views, you'll see the total next to each month. And inside the monthly view, you'll see the total profit for the month. If we open up one of these database entries, you'll see we have the date property, a select property to indicate whether it's an income or expense so we can filter the database views. We have a relation property to the bank accounts database and then we also have separate properties for both the income and expense amounts as well as for the income and expense sources. If you want to use a different currency, then just edit the amount properties and go to the number format section and change it to whatever currency you want to use. And then lastly, at the bottom, we have a formula property calculating the profit and inside the hidden properties you'll see we have another relation which is to the summary database at the top with both the total and 2023 database entries selected. The reason they're automatically selected is because of the template buttons. If we click inside of the template button, you'll see it as an icon. It has an income or expense tag and the summary database entries are selected so that it can automatically update as you add new income or expenses. Before we get to the summary section, let's first quickly go through the subscription tracker. On the left, you can add a new subscription and give it an icon, and when you open it up, you can link it to a bank account, add the subscription amount, choose the billing type, give it a category, and add a new date. The monthly and yearly formula properties at the bottom will calculate based on the amount and billing type The subscription tracker has two views, The first one is a normal list view showing the renewal date and monthly amount, and the second one is a table view only showing the monthly amount so you can calculate the total amount that you're paying each month at the bottom. Then on the right you have your subscription calendar where you can visually see any upcoming subscriptions and then just move them ahead one month after you've paid them. Just note that each time you buy a subscription, you have to manually add it as an expense to your finance tracker. And now for the summary section. The idea here is that every year you add a new database entry and then you just use the filter to hide the previous year. And just note that if you add a new year the text properties won't be filled in. So you just need to add the text, change the color and make it bold and underline. And then in the properties called space, you just add a space with the space bar so they separate on the database view. This database is basically just a gallery view with the card preview set to none, and the card size set to small, with certain properties showing on the view. And if you want to reorder the properties around, just go into the properties tab in the database menu and just change the order. In this database. You'll notice you have 2 rollups. One showing the total income, the other showing the total expenses. You have a formula for calculating the total profit and then another formula calculating the total profit, but for a different currency. For this last one, all you want to do is just edit the formula to whatever your currency is compared to the dollar. So for example, $1 is about 18 rand. So I'm going to multiply the total profit with 18 to get the South African rand amount. And then also just make sure to edit the actual property and change the number format to that of your native currency. When you add a new year, you want to make sure to also add it to your template buttons so that all your database entries will automatically link with the summary database. And if for some reason the year gets deleted or the relationships is messed up, please don’t manually change the relations for each individual database entry. All you have to do is just create a new table view, hide all the properties except the summary relation and the date property, filter the database view to only show database entries within a specific year. Select all of the entries by clicking the square in the top left and then bulk edit the relation property. Now for the line chart, go to an Notion2Charts and sign up for a new account. Go into settings and link your Notion account and give access to this finance tracker. Once it's connected, you want to create a new chart, select line chart, select the finance tracker, and then for the x axis, you want to select the date property and for the Y axis you want to select the profit property. Once you've created your chart, you can edit it. Hide the name, change the color if you want, but just make sure that at the bottom your chart is grouped ing to the month and that it's sorted ing to the date property. Then all that's left is to just copy the chart link in the top right paste it inside of Notion as an embed drag it on top of the previous chart and just delete the chart underneath In order to create this callout box with the chart and database next to each other, you want to create a toggle, create two columns, copy and paste the columns inside of the toggle base your new chart into the right column, drag the summary database into the left column, and then just turn the toggle into a callout box. Change the callout box background color to default, add a name to your callout box and change the color, make it bold and underline it, and then also add an icon. Then just resize the database and chart by dragging the gray bar in the middle and delete any unnecessary empty blocks. And there you go. Now you know how to use money to manage your Notion. You can go ahead and grab this finance tracker through the first link in the description. And be sure to check out this next video. where I show you how to build a Notion habit tracker using the new Notion buttons.