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Create New Monthly Financial Report
Gerrard Lipscombe
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55 seconds
Notion
1
Click here.
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Click here.
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Name your Monthly Report.
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Click "Filter"
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Click "Nov 1 → 30"
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Select the dates for this Month.
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Click "Save for everyone"
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Add a new Revenue item to the relevant category group.
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Click here.
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Give your revenue item an expected 'Due' date.
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Filter your Expenses in the same way.
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Click "Nov 1 → 30"
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Click "Save for everyone"
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Add a new Expense item.
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Reposition your Report, or create a folder to hold all your Monthly reports.
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