How to Track Your Personal Finances in Notion (Better Than Any Spreadsheet)

Managing Personal Finances Without a Spreadsheet Most people hate budgeting. They open a spreadsheet, stare at it for 5 minutes, and close it. Here is the thing — the problem is not budgeting. The problem is that spreadsheets feel like punishment. Notion changes that. Why Notion Works for Budgeting Notion makes finance tracking visual, flexible, and actually enjoyable. Instead of rows and columns, you get databases, filters, and views that make sense to you. Here is what a proper Notion finance system looks like. The 4-Database Setup 1. Transactions Database Properties: Date (date) Description (text) Amount (number) Category (select: Housing, Food, Transport, Subscriptions, Entertainment, Savings, Income) Type (select: Income, Expense) Account (select: Bank, Cash, Credit Card) 2. Monthly Summary View Create a filtered view for each month. Add a formula property: if ( prop ( " Type " ) == " Income " , prop ( " Amount " ), - prop ( " Amount " )) Group by Category to see where money goes.