Personal Finance Planner

This is a personal finance tracker I made for myself that I'm publishing as a template to share with friends and family.

The amount of money displayed in your current account can be very misleading. With a lot of money going in and out, it can be hard to accurately work out how much you actually have left to spend during a certain month. The number shown when you open your banking app is often not the amount you can actually safely spend. This notion page will help you work out what this amount is, whilst also helping you to stay disciplined and on top of your spending, inform your decisions and hit any savings goals you may have.

You provide your monthly income, list of recurring payments, the amount you spent each week and any big purchases you made (flight tickets etc.) and the page will automatically work out how much money you have left to spend that month and whether you are on track to hit your savings target. It does this by exploiting Notion's table functionalities, making great use of using rollups, relations and equations.