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Notion

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Transform your Notion workspace into a powerful financial dashboard. Create custom databases with formulas, filters, and views to track spending patterns, build budgets, and visualize your financial goals with beautiful charts and templates.

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About Notion Integration

Transform your Notion workspace into a powerful financial dashboard. Create custom databases with formulas, filters, and views to track spending patterns, build budgets, and visualize your financial goals with beautiful charts and templates.

Key Features

  • Custom database templates for budgets and expense tracking
  • Formula-powered financial calculations and summaries
  • Beautiful gallery and calendar views for transaction visualization
  • Automated categorization with smart rules
  • Integration with Notion's AI assistant for insights

Supported Fields

Transaction DateAmountDescriptionCategoryAccountMerchantBalance

Integration Details

Setup Time5 minutes
PricingWorks with Notion Free and Paid plans
Last Updated1/15/2024
StatusActive

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Connect from

Ally Bank logoAlly BankBank of America logoBank of AmericaCapital One logoCapital OneCitizens Bank logoCitizens BankCitizens Bank logoCitizens BankFifth Third Bank logoFifth Third Bank
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Start syncing your banking data with Notion. Get your financial data flowing in minutes, not hours.

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Connect to 10k+ financial institutions across the United States and Canada. Sync your financial transactions to Notion, Airtable and more for budgeting.

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  • Notion Budget Templates
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