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Creating a Financial Dashboard in Notion (+Free Template) 

Chloë Forbes-Kindlen
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In today's video, I'm sharing my notion financial dashboard with you. I'll go through all the setup, the various databases, and how you can edit, customize and make it your own.
I hope this is valuable to you. If you have any questions or just want to chat. Leave a comment and I'll meet you there. :)
PURCHASE NOTION FINANCIAL DASHBOARD:
chloeforbesk.gumroad.com/l/fi...
ACCESS FREE NOTION STARTER KIT:
You can access all of my notion templates by signing up for your free Notion Starter Pack here:
chloeforbesk.com/freebies
I hope this is valuable to you. If you have any questions or just want to chat. Leave a comment and I'll meet you there. :)
#notion #notiontemplate #notiontutorial
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About Me:
Hi, I’m Chloë. I provide digital systems, strategies and support to online creators and freelancers so they can execute their mission, with ease. I do it because I believe everyone has a right to the education they need and because no one can grow their business alone. Nor should they have to. My specialties include Squarespace and Notion.
Learn more at chloeforbesk.com
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6 авг 2024

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Комментарии : 10   
@thecanvanerd
@thecanvanerd Год назад
Your Vlogmas templates have really been a blessing! Thank you so much for all of your hard work and sharing these. 💙💙
@chloeforbesk
@chloeforbesk Год назад
Thank YOU for kicking it with me all month. I’m so so glad you found them helpful and over the moon happy that we got to know each other better. ❤️✨
@thecanvanerd
@thecanvanerd Год назад
@@chloeforbesk me too! Can't wait for our call after the holidays. 😊😊
@goroseitto
@goroseitto Год назад
thankyou!
@smallbizcopilot
@smallbizcopilot Год назад
Do you connect your Quickbooks to Notion so that your transactions auto-populate or do you manually enter them?
@chloeforbesk
@chloeforbesk Год назад
AMAZING Question! I usually export the csv. file from my bank and upload it. Mostly because there's usually a currency conversion so I sometimes get confused looking at Quickbooks alone. There is a way to do this with Zapier though: zapier.com/apps/notion/integrations/quickbooks
@smallbizcopilot
@smallbizcopilot Год назад
@@chloeforbesk you do that at the end of every month? I saw that it's possible with a Zap but I think I'm going to make sure that logging my transactions in QB is really consistent. Which I should probably do anyway but in the meantime, I like the idea of just uploading a csv. file.
@chloeforbesk
@chloeforbesk Год назад
@@smallbizcopilot I try to do it weekly. Basically, I update QB > Download CSV > Upload to Notion. It usually takes me 20-30 mins but sometimes when I let it slip, I’ll do it monthly. I’d love to know how you get on. We’re all learning together, right? :)
@smallbizcopilot
@smallbizcopilot Год назад
@@chloeforbesk This seems like something I could add into my end-of-week admin (update 'now' page, calendar out following week etc). Guess I'm buying another template from you!
@chloeforbesk
@chloeforbesk Год назад
@@smallbizcopilot That’s EXACTLY how I do it. I have an hour scheduled for admin and finance every Friday. Thank you sooo much! :)
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