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ONE PLACE FOR EVERY MONEY MOVE
Add income and expenses here once. Your connected system can reuse those records across budgets and financial reviews.
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Use Income for salary, freelance work and other incoming money.
Use Expense for everyday spending and recurring costs.
Record each money movement once. Date, Amount, Type, Category, Account and Financial Period are required for every transaction. Choose the correct month (for example, September 2026) so the transaction is included in your monthly and annual totals.
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Using Notion on your phone? Tap the transaction name after creating it to open the full record. Always select Financial Period (the month/year the transaction belongs to). Then complete the extra link when relevant: Budget Item for an expense, Savings Goal for a savings contribution, or Debt for a debt payment. These are selection fields inside the transaction; they are different from the main SAVINGS GOALS and DEBT PAYOFF pages in the menu.
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Only when relevant: For an Expense, choose its Budget Item so it counts toward that category budget. For a Savings Contribution, choose the Savings Goal. For a Debt Payment, choose the Debt. These links make the progress totals update automatically.
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