A Daily Finance Tracker on Notion. - 30/04/2023 10:15 EDT
Budget: ₹1,500 – ₹12,500 INR
Make a Daily Finance Tracker Template with a Dashboard View on Notion wherein there is a Net Income calculation based on Two Tables, namely –
1. Income - The Income Table has Five Properties, namely - Date (in the format of Date on a Daily Basis), Income Type - which has "Select" property with nine options - F, TP, CB, SW, DI, RES, OTH, RMS, PTY. The “Locations” is another property in the Income Table which also has “Select” property with six options – H, SPS, SSPS, S, HDP, OTH. The Income Table further has an “Amount” property which has the Amount in the form of Numbers received from different locations. The last property would be “Remarks” in which one can add remarks related to the received Income.
2. Expenses – The Expenses Table has Seven Properties, namely - Date (in the format of Date on a daily basis), Expense Type (which has “Select” property with Two Options – Work & Personal). The next property would be “Payee” (which again has the “Select” property and has the names of the Payees as its Options). The next property is “Amount” (which is in the form of “Number” and has the Expense Amount to be typed into it). The next property of the Expenses Table would be “Project” which has “Select” property with 35 options – Can be named as Option 1, Option 2 and so on. The next property is “Location” (which has the list of six options – HDP, SPS, SSPS, S, HDP, OTH). This property should be related to the “Location” property of the “Income” Table. The next property in the “Expenses” table would be “Remarks” in which one can add remarks related to Incurred Expenses.
3. Tracker – This table would have the following properties –
a) Date – in the form of “Date” (on a daily basis).
b) Total Income – which would sum of all the entries on a particular date under the “Amount” property of the “Income” table.
c) Total Expense - which would sum of all the entries on a particular date under the “Amount” property of the “Expenses” table.
d) Net Income – which would be the mathematical difference between the entry under “Total Income” property and the entry under “Total Expense” property on a particular date.
All the tables can be filtered on the following basis –
i) Location
ii) Date
iii) Month
iv) Year
1. Income - The Income Table has Five Properties, namely - Date (in the format of Date on a Daily Basis), Income Type - which has "Select" property with nine options - F, TP, CB, SW, DI, RES, OTH, RMS, PTY. The “Locations” is another property in the Income Table which also has “Select” property with six options – H, SPS, SSPS, S, HDP, OTH. The Income Table further has an “Amount” property which has the Amount in the form of Numbers received from different locations. The last property would be “Remarks” in which one can add remarks related to the received Income.
2. Expenses – The Expenses Table has Seven Properties, namely - Date (in the format of Date on a daily basis), Expense Type (which has “Select” property with Two Options – Work & Personal). The next property would be “Payee” (which again has the “Select” property and has the names of the Payees as its Options). The next property is “Amount” (which is in the form of “Number” and has the Expense Amount to be typed into it). The next property of the Expenses Table would be “Project” which has “Select” property with 35 options – Can be named as Option 1, Option 2 and so on. The next property is “Location” (which has the list of six options – HDP, SPS, SSPS, S, HDP, OTH). This property should be related to the “Location” property of the “Income” Table. The next property in the “Expenses” table would be “Remarks” in which one can add remarks related to Incurred Expenses.
3. Tracker – This table would have the following properties –
a) Date – in the form of “Date” (on a daily basis).
b) Total Income – which would sum of all the entries on a particular date under the “Amount” property of the “Income” table.
c) Total Expense - which would sum of all the entries on a particular date under the “Amount” property of the “Expenses” table.
d) Net Income – which would be the mathematical difference between the entry under “Total Income” property and the entry under “Total Expense” property on a particular date.
All the tables can be filtered on the following basis –
i) Location
ii) Date
iii) Month
iv) Year