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I will set up a notion business cashflow and expense tracker
Ucrania
Hablo Ruso, Ucraniano, Inglés
Notion Expert
Hi, I’m Yana — Notion consultant and workspace architect.
I help entrepreneurs, coaches, and small teams organize chaos into clear, functional systems inside Notion.
From personal productivity dashbo...
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I will set up a simple, clean Notion finance system so you can instantly see your total balance, monthly cashflow, where money goes, and whats coming up next.
Perfect for solopreneurs, agencies, creators, and small businesses who want an easy way to track money without messy spreadsheets.
Youll get a custom Notion setup built for daily use:
- Income/expense transactions database + categories
- Clear views: this month, by category, by account
- Simple dashboards for quick weekly/monthly review
Packages:
- Basic: cashflow + expenses tracker + simple dashboard
- Standard: + accounts & balances dashboard (all accounts + total) + recurring payments setup (generate monthly entries, no bank sync)
- Premium: + invoices & clients + payroll + transfers between accounts + training walkthrough
Notes:
- Notion tracking system only (not accounting/tax filing).
- Not sure which package fits? Message me and Ill recommend the best option.
FAQ
What will I get from this setup?
A clean Notion finance system tailored to your business: cashflow + expenses tracking, clear dashboards, and (depending on package) balances, recurring payments, invoices, clients, payroll, and transfers.
Does it sync with my bank automatically?
No bank sync. Recurring payments are generated inside Notion (monthly entries), without integrations.
Is this accounting or tax filing?
No. This is a Notion tracking system to organize your finances. It’s not accounting, tax filing, or legal advice.
Can you use my current spreadsheet?
Yes. Share a CSV/Google Sheet or screenshots, and I’ll build the Notion system around your current structure.
What do you need from me to get started?
Depends on the package, but usually: your accounts list, currencies, and expense categories (or I can create them). If you choose Premium, also share whether you need invoices/clients/payroll tracking and any current process/screenshots.
