in this video I'll show you how to build a budget tracker in notion you'll be able to set the money budget for different categories like food utilities and entertainment and see your total spending and remaining budget for the month for this template you will need two databases one for categories and the other for expenses [Music] and add the table view for categories and another table view for expenses we will choose to hide a database title and use a heady block for the title for a minimal look you can also hide the vertical lines of the table View we will start off by deleting the default text property for both of these table views we will add a number property for the monthly budget and format it to the currency of your choice and that's all we need for now let's fill in some example Data before we move on to the expenses View you can add as many categories as you need for the different expenses you have we also add a unique icon to represent each category Now we move on to add some properties for the expenses View we'll first add a date property for the date of purchase and then a number property for the amount Additionally you can also add a text property for notes and the false immediate property to attach a PDF or image of your receipt you can also hide these properties from The View if you don't need it now let's view this expenses view with some example data next it's time to link our expenses database to the categories database using the relation property make sure you choose the right database and then set the limit to one page and toggle on to show on category thereafter we're toggle to show the category property on the table View once that's done we can assign our expenses to a category from the category database we'll now go back to the categories database and see how we can make use of our expenses data before that let's hide the relation property from the table View and touch up to each category Page by adding an icon to the relation property and then show as minimal thereafter we can use a property called rollout to calculate the properties of our expenses such as the sum of our expenses however for this money budget to work we want to add out only the expenses of the current month to do so we need to go back to the expenses database to add a formula that checks whether these expenses belong to the current month in this formula I first format the current date and the date property to the same format of month and year to check for a match if it matches this formula will show the amount property it does not it will show up as zero value lastly don't forget to format this formula property to your preferred currency I'll leave the formula down in the description so you can copy and paste it into your formula property I will also give it an icon and then set to always hide the property since we don't really need to see it once that is done we can now go back to our categories database we'll Now update the raw property and change the property to what we want to calculate which is the formula property we just created in expenses database next we'll add a simple formula to calculate the remaining of our budget by subtracting the spending of the current month which is the row of value from the monthly budget remember to format your formula property to your preferred currency and last but not least we want to create a progress ring to visualize our budget spend we will again use the formula property and this time divide the raw property by the monthly budget to calculate the percentage of budget spend prevent a long number of decimals we will also add a round function to round up to the nearest integer thereafter we'll format this as percent interesting show as a ring you can also customize the color of the Ring to your liking now let's give these properties an icon to touch it up and then review them on our table View at the bottom of each column we can also calculate values like the total number of categories and the sum of our money budget roll out in the remaining amount as you can see for the rural property it does not show up as a currency to fix this we can add a formula property to show the rollout value we will hide the rollout property since we no longer need to see it and now we can see our total spending for the month in the product format for the expenses view you can probably expect a long list of data over time we can use the grouping feature to group our expenses by the month we'll choose to group by date and change the option relative to month and then sort the expenses by Neighbors First now we'll have a toggle for each month where we can toggle to show or hide expenses within on top of that we can customize the value beside each toggle to calculate the sum of the expenses this makes it easy for us to see our total spending for each month now for the final part We'll add an expense table to each of the category page to see the money expenses for the specific category to speed up the process we can create a page template for the categories database we first copy the link to its expenses table View and then go into a new template for the category we'll paste the link to create a link database view meaning we are using the same database but on another page the only thing we need to add is a filter for the category by choosing the name of this template there is new category it means your filter for that category where this page template is applied now we'll go into each category page and apply this template this gives us an overview of all our money expenses for each specific category if you'd like to have a default icon for your expenses you can create a single page template for the expenses database just give it a name and add your preferred icon to the template page and then set it as a default template now every newly created page will come with the icon you chose and that's how you create your personal budget tracker in the ocean I hope you found this video helpful and see you on the next one