Notion Answers

Help between Notion users

Register & Ask

It's free & easy

Get answers

Answers, votes & comments

Vote and select answers

Receive points, vote and give the solution



Budget by month (Rollup adding all months, can't separate entries)


I have one main database where I input all my expenses and incomes.
Two of such expenses would be inputted in the format:

(date) March / (amount) 20$ / (type) transportation
(date) April / (amount) 30$ / (type) transportation

Then, I want to have another database that Sums expenses by type and by month. So, the sum filtered by march would output be 20$, and april, 30$. Yet, it ads up as 50&.

In my current relation (I am using tables), in the expenses database, the TYPE column is the Relation that outputs to the budget database. In the budget database, each row is one type (say, transportation or groceries). When all the expenses inputs are put in the budget database, they fill the correlated Relation column. If I were to try and filter by date, the filters looks for CONTAINS or IS March or April - depending on the input format. Yet, in both cases, CONTAINS or IS measures the ROW which is TRANSPORTATION, that contains March and April, not differentiating the months.

I do not know how to solve it. Any alternative solution is welcome. I tried to keep the question short, but I can provide extra information if required.

Thank you for your attention and support.

1 Answer


polle Points79930

Create a new views for your Notion databases using filters by month.

It seems you are trying simple filters, just click advanced and you will be able to fine tune the filter to do exactly what you need.

Please log in or register to answer this question.


Welcome to Notion Answers, where you can ask questions and receive answers from other members of the community.

Please share to grow the Notion Community!