Simple Expense Tracker
About this template
Instructions:1. Navigating to Your Tracker: - Once the template is in your workspace, click on the page titled `Simple Expense Tracker`.2. Understanding the Columns: - Date: The date on which the expense occurred. - Category: This dropdown allows you to categorize your expense. Common categories include `Food`, `Rent`, `Transport`, `Utilities`, etc. You can also create new categories as needed by simply typing the name of your new category directly into the search bar and press `Enter`. - Description: This column is for a brief description of what the expense was for. For example, "Dinner out", "Gasoline", or "Electricity bill". - Amount: The monetary amount of the expense. Be sure to enter this in your local currency.3. Adding a New Expense: - Click on the "+" sign or just below the last entry in your table to add a new row. - Fill in each column as appropriate for your new expense.4. Deleting an Expense: - To remove an expense, hover over the row you wish to delete. - Click on the six dots that appear to the left of the row to select it. - Press `Delete` on your keyboard, or right-click and select "Delete" from the context menu.5. Viewing Monthly Expenses: - Switch to the `Monthly Overview` view to see all expenses filtered by the current month. - To create views for different months, you can duplicate this view and adjust the filter to the specific month and year you are interested in.
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
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You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
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NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.