I am creating a Finance section in my Notion.
My current set up is I have a database for Expenses, and for Income, as well as Categories (type of expense), and Accounts (different bank/savings accounts).
On a Dashboard area, I want to be able to be able to have a few different things, which I believe revolve around a Rollup property but I can't figure out how to do it right.
The main things I want to be able to achieve are;
1) On the accounts table, be able to see how much I've spent in the current month, so an example could be
| Name [Main Bank Account] | Balance [£2000] | Monthly Spend [£500] |
The monthly spend would be somehow pulling in the Expenses and then Summing to get a total, but only for the current month.
2) I want to set a monthly budget for each category, for example, | Groceries [£200] | and then using the data from my expense table, where I have tagged each expense with a category, in this case it would need to pull all the expenses that have the groceries category, Sum them to get a total, but only for the current month. Then I'd essentially want a progress bar or something similar which uses a Formula of Monthly Budget - Monthly Expense. I think I'd know how to do the formula part but just not how to get the information.
3) Is there a way to set a Date filter to the current month, without manually selecting a range? I can only see within the past month, but that seems to pull in the last 30 or so days rather than everything in January. I might be wrong here but when I tried it it pulled in a December expense.
I'll attach some images of where I have seen this done to try and give a bit of context to what I mean!
I'd massively appreciate any help on this as it's driving me absolutely insane that I can't figure out how to do it but I've seen that it's possible!!
Thanks in advance x