Project Expense Tracker

Effortlessly track and manage project expenses with the Notion Project Expense Tracker.

Tracker offers a versatile solution for organizing your expenses while providing insightful reports and dashboards.

Product Variations:

• Standard Template: Ideal for Notion Free Account users, offering essential tracking capabilities.
• Premium Template: Unlocks advanced features for Notion Premium Account users.
• Custom Service: Tailored solutions for businesses with unique expense tracking requirements.

Key Features:

Data Entry Management:

• Data Entry Management: Capture expense details effortlessly via buttons, direct database inputs, or forms.
• Supported Devices: Access and manage your data seamlessly from your desktop, phone, or tablet.
• Categorization: Organize expenses by project, category, vendor, or tag for easy navigation.
• Advanced Note-Taking: Add comments and discussion threads to every expense entry, ensuring clear communication within your team.

Document Management:

• Supported Doc Types: Upload documents like contracts, invoices, and purchase orders.
• Document Limits: 5 MB upload limit for Notion Free Account users, unlimited uploads for Premium users.

Reporting & Dashboards:

• Generate expense reports based on timeframes like monthly, quarterly, and annually.
• Dashboard Views: View trends and data by project, category, vendor, or reporting period.
• Trend Charts: Visualize your expenses with monthly and weekly trend charts.
• Other Reports: Review recents and top 10 expenses for quick insights.

Guest Management:

• Invite up to 10 guests with a Free Notion Account or up to 100 with a Premium Account.
• Publish your expense tracker to the web for easy sharing with clients or team members, accessible via a shared link.

Whether you’re running a small project or managing multiple vendors, the Notion Project Expense Tracker makes it simple to stay on top of your finances while providing the flexibility needed for efficient expense management.

How to use the Project Expense Tracker?

• After purchase, Click the provided “Template link” to duplicate template to your Notion workspace.
• Choose the start month for your reporting period.
• Configure your expense categories to match your needs.
• Add a master list of your existing vendors.
• Input the details for each of your projects.

Once you’ve completed these steps, you’re ready to start adding expenses. To generate reports, simply select the reporting period and project(s) to visualize the dashboard.