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1vote

Recurring bills - monthly values

I am trying to track my subscription amt on a monthly basis for my expenses in Notion.

Q1: Do you guys key in every single month for say, Netflix as the title , when they are due for renewal? Or is there smarter way to do this? It seems very silly to type Netflix every month in the title field for this.

Q2:If you automate things in Q1 as recurring bills, how do you manage to extract the figure for each month and put them in your monthly reports?
I have looked up some tutorials and would like to expand on this question based on the structure that was proposed.

Eg.
Service Name [title]
Amt [#]
Billing [Selection - Yearly, Monthly]
Category [linked to category database ]
Renewal Date [ Date property]
Next Renewal [Formulated]
Monthly Cost [Formulated]

Thank you.

1 Answer

0vote

polle Points78510

If you need it like that, create an automation with a template in your Notion database to create a new entry with a recurring basis.

You can select the title, billing, date, cost and so on. after creating the template edit it again and select the recurring you need, in this case each month.

Other attempts is to create an automation using a block button, where you add an item to the database with a click and it can have all the info as needed.

Another one is to have just 1 item in your database, use formulas to calculate the next month and use filters to show items only in this week for example.

The 3 ways work and it depends how you need the information and data, if it is just a reminder or if you actually need to have the item as an expense for example.

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