<aside> <img src="/icons/info-alternate_blue.svg" alt="/icons/info-alternate_blue.svg" width="40px" /> This page contains essential information about how to use and get the most out of Notion Finance Tracker. Here you'll find setup instructions, useful tips, and explanations of key features. If you have any questions after reading, don't hesitate to reach out.

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Quick Start Video Guide

Notion Finance Tracker.mp4

How Finance Tracker Works

Notion Finance Tracker is essentially two things:

1. This Notion Template: A Notion template where you input and track your financial data
2. The App: An API that processes and updates your Notion data in the background

You enter your financial information in the Notion template. The app processes and updates your Notion data in intervals with current asset values, currency conversions, calculated totals, and generates graphs and charts. You can then view your updated financial information directly in Notion. This setup allows you to manage your finances in Notion while benefiting from automated updates and visualizations.

Getting Started

1. Connect your Notion

• Go to notionfinancetracker.com and sign in.
• Navigate to Notion Setup.
• Follow the on-screen instructions to connect your Notion to the app and set up your Notion template.

2. Set your preferences

• Go to Settings and adjust your preferences as needed.

  

3. Enable embed features

• In Settings, enable embed features. And set up a password for your embed URL.