<aside> <img src="/icons/layers_gray.svg" alt="/icons/layers_gray.svg" width="40px" /> Transactions Guide

Let’s see how to add a new general transaction:

• Identify if it’s an income or an expense
• Click on New and select the right pre-compiled template (if you want to create a new template be sure to duplicate one of the already existing, then edit its properties)
• Add a Title, Amount (if expense put it negative, if income positive), select Transfer method, select the Date and the Category.

I realized a simple video guide to see in details how to use it:

Notion x Finance - Video Guide

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<aside> <img src="/icons/currency-coin_gray.svg" alt="/icons/currency-coin_gray.svg" width="40px" /> Currency change

If you need to change the currency simply unlock the page (top left of the page), go on every amount propert (Generally called “Amount”) where you see the $, click on the property and select your currency. To change the $ sign into formulas properties, click on the property and replace the $ sign with your currency sign.

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<aside> <img src="/icons/grid_gray.svg" alt="/icons/grid_gray.svg" width="40px" /> Navigation bar

This is the heart of the entire system, you will find:

• Bank Account
• Transactions
• Taxes
• Reports
• Investments
• Wish List </aside>

<aside> <img src="/icons/upward_gray.svg" alt="/icons/upward_gray.svg" width="40px" /> Last 10 Income transactions

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<aside> <img src="/icons/downward_gray.svg" alt="/icons/downward_gray.svg" width="40px" /> Last 10 Expenses transactions

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<aside> <img src="/icons/shuffle_gray.svg" alt="/icons/shuffle_gray.svg" width="40px" />

Transfer Method

Choose your payment / revenue method in this property. The system will automatically add the transaction in the related section you selected and it will also real time calculate your new bank account balance.

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<aside> <img src="/icons/activity_gray.svg" alt="/icons/activity_gray.svg" width="40px" /> Investments

If you want to register an investment select the “Investment” template and fill the property called Investment.

The system will auto-convert your Bank account money in invested money. Plus, you’ll see this transaction into the related section you selected.

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<aside> <img src="/icons/star_gray.svg" alt="/icons/star_gray.svg" width="40px" /> Wish List

If you want to save money for something to buy later select “Wish” template and fill the Wish property with the name of the product you want to save money for.

The system will auto-convert your Bank account money into saved money for the selected product. You will see your savings situation for each product in the progress bar displayed on each product "box".

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<aside> <img src="/icons/error_gray.svg" alt="/icons/error_gray.svg" width="40px" />

Debts

If you want to spend for your debts select “Debt” template and fill the Debt property with the name of the debt you want to spend money for.

The system will auto-convert your Bank account money into debt money for the selected debt. You will see your debt situation for each debt in the progress bar displayed on each debt "box".

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<aside> <img src="/icons/filtered_gray.svg" alt="/icons/filtered_gray.svg" width="40px" /> Subscriptions

If you want to pay your subscriptions select “Subscription” template and fill the Renewal date and Sub. Status properties.

You will see your Subs situation at the bottom left corner of the main page.

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<aside> <img src="/icons/receipt_gray.svg" alt="/icons/receipt_gray.svg" width="40px" />

Taxes

If you want to pay your taxes select “Taxes” template and fill the Renewal date and Tax Status properties.

You will see your tax situation at the bottom left corner of the main page.

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<aside> <img src="/icons/info-alternate_gray.svg" alt="/icons/info-alternate_gray.svg" width="40px" /> Don't edit or change relations, formulas or rollups unless you're an expert Notion user.

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