AI for Dollars and Sense —  Notion for Order and Clarity

Read time: 4 mins

As I am working on my latest Notion template where I turn Notion AI into a personal goal/project planner, an idea comes to me. What if I turn it into a financial advisor? I have already been using Notion to track my cashflow and for budgeting. I also ask ChatGPT about financial questions. What if I can create something that can do both? From budgeting to financial planning, they are the dynamic duo. This blog post will explore the idea of how using AI can revolutionize your financial decision-making, with a focus on budgeting and cash flow tracking through Notion. So, let’s dive in and see how you can take control of your financial destiny! (As for the template, it will be in progress as soon as I finish with my project planner one. If you want to check it out, I made a little demo here)

The AI Advantage

1. Smart Budgeting

Managing your money wisely begins with budgeting, and AI can take your budget to the next level. AI-driven apps analyze your spending patterns and help you create a budget that aligns with your financial goals. They’ll suggest areas where you can cut back, invest more, or save for that dream vacation. It’s like having a financial advisor right in your pocket! It is hard as first to ask the right prompt to ChatGPT for me. But, the more I write my prompts, the better I get. Now I can ask ChatGPT to analyze certain budget for me with no sweat!

2. Predictive Insights

AI is also excellent at forecasting your financial future. By analyzing historical data, AI can predict your future income, expenses, and potential financial hiccups. This allows you to make proactive decisions, whether it’s saving for emergencies or planning investments. Again, the more I play with ChatGPT, the better the output. I can ask ChatGPT about short-terms and long-terms financial plan then take action accordingly.

Notion: Your Financial Command Center

Now, let’s welcome Notion to the stage. Notion is an all-in-one workspace that can be your financial command center. Here’s how:

1. Cash Flow Tracking

By creating a Notion template to track your cash flow, you gain a bird’s-eye view of your financial health. Record your income, expenses, and watch as Notion transforms this data into informative dashboards. This helps you see where your money is going, where it’s coming from, and where you can make improvements. 

I made my own template for tracking my cashflow. This helps me tremendously because I can see exactly why my wallet is dented. Can you recall on top of your heads your subscriptions? What I find is that not the large payments such as student loan or auto-loan are the the one that make your wallet dented, but it’s actually from smaller spendings such as subscriptions. With large payments, you are actually aware of them. The smaller ones can be sneaky. Hence, tracking cashflow with Notion!

2. Goal Setting and Progress Tracking

Notion is the perfect place to set financial goals. Whether you’re saving for a new car, a dream vacation, or a cozy retirement, Notion’s templates help you outline your objectives and monitor your progress. I use it to track my goals and debts. You don’t want to miss a payment unless you want a bad credit score.

The Perfect Marriage: AI and Notion

Now, imagine what happens when AI and Notion join forces. Your AI advisor seamlessly syncs with your Notion workspace. Notion uses this data to create dynamic tables, charts, and goal trackers, helping you understand and visualize your financial situation like never before.

What’s more, you can ask AI-driven questions about your finances and get instant answers. Wondering how your spending compares to last year? Just ask AI, and it’ll generate a comparison report for you. And yes, this is another big project of mine. And it will take me a bit to get everything together, but hey, I have a template to track everything financially. Now, I just need to incorporate AI into it. Simple enough right? 

Conclusion

In the quest for financial mastery, AI and Notion are the secret weapons that can help you achieve your goals. They bring a sense of order and control to your finances that was once unimaginable. Whether it’s smart budgeting, predictive insights, or an efficient workspace, they offer a holistic solution to managing your money.

So, I will try my best to make this template and bring it to life as fast as possible. Who doesn’t want an advisor right in their pocket? In the mean while, hang tight and go through couple of my previous posts about finances. Until next time, wonderful people! 💰🚀