How recurring transactions works

Icons

Licence

You are free to share, use and modify this template like you want so it fits your needs just provide credit to me when applicable. Also, I would love you to see what you do with it, so don't hesitate to share on the Notion Reddit feed.

Buy me a coffee

r.desmeules

https://embed.notionlytics.com/s/VFZWdVZYQlVkbVV5YlVFMGFHSnRjMVEwWVRFPQ==

What is this page? 🤔

You've stumbled onto the Financial Tracker page! As a student, it is important to be able to manage your finances and not spend irresponsibly. This is especially important if you're living away from home where it's much easier to get carried away with buying bubble tea every day or spamming Amazon orders. This financial tracker comes in to save your wallet by allowing you to keep track of everything you're spending on and all of your responsibilities (rent, bills, etc.). Though it is a bit daunting at first glance, I hope the following setup and rundown help make it straightforward!

🌟🌟 Included features 🌟🌟

Allocating budgets
Track account balance
Automatically calculate transactions into and out of accounts
Schedule transactions into and out of account
And more!

How do I use this page? 🤓

👷🏽‍♀️Initial setup:

[ ] Make sure to unlock the page first to ensure the buttons work properly
[ ] Set up account(s) in the "Accounts" page
- Only need to worry about setting a "Starting Balance" value
- If you want to stick to a monthly budget, you can set the starting value to 0 and add a monthly budget into the account in the transactions section
- Don't worry about changing the "Current Balance" as it will automatically be calculated based on transactions into and out of the account
[ ] Set recurring transactions on the left section and drag these onto transactions when they occur
- [ ] Set transaction "To Account" column to the account you want it to go into if it is a source of income
- [ ] Set transaction "From Account" column to the account you want it to take money from to track expenditures
- Will need to do this every month or as often as it recurs
- Make sure to set date (go into "Transactions" page to see this) to get the value taken out or put into the account at the right time