By Alex Sherwood aka aNotioneer
<aside> 👋 This template lets you keep track of a running total / balance for a series of transactions, without having to calculate the new balance yourself.
If you've received new income, add it to the Income database, then duplicate the latest page of the account that the income was paid into and link the new page to the income page.
If you've made a new transaction, add it to the Transaction database, then duplicate the latest page of the account that the transaction was made from and link the new page to the transaction page.
For transfers between accounts, first create a transaction page for the withdrawal from your account and then create an income page, for the income into your other account.
To stop these databases from getting too massive, you might want to duplicate this page each time you receive your salary / at the start of each month. Alternatively (as spliket suggested) you could try filtering the databases by month instead.
If you have any questions, feel free to add a comment or ask them on Facebook or Reddit.
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📑 To copy this template into your own workspace, open this link in a new tab https://www.notion.so/Calculate-a-Running-Balance-Notion-Template-f1d6f64bfecf4cbdb7bc451263952384
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I've left the Account attribute visible to make this template easier to interpret but you may want to hide it, to make the table neater.
I've left the Account attribute visible to make this template easier to interpret but you may want to hide it, to make the table neater.