@@mfreihaendig When they will implement the email login, they will have me in; meanwhile, Google has already too much information of mine. Giving them access to my financial transactions is way too much, to be flooded with ads and whatsoever.
@@cives actually no, that’s not how these oauth providers work - it just simplifies the app building process since now you don’t need to store accounts and pw yourself. There‘s no data sharing (this isn’t the old Facebook pixel)
Hi Matthias, you've explain very well the process although I'm still learning some basic stuff. That's why I'd like to understand why you use the formulas instead the the rollups in the month database? I'm asking you that because I thought I got the usage of rollups and now I'm a little bit confused. Thanks
You could rollups here as well - in this case, the functionality is the same! Rollups vs formulas is sometimes a relevant decision (for example, you currently can’t filter for a specific result of a formula - but you can for a rollup), but in this case you can use whatever you prefer 😇
@@mfreihaendig Another question: in months I'd like to add January, Feb, March, etc,,, but 2023. What should I do? I added another list of months and i changed the YEAR colum but I guess it's not done properly. Thanks
Great video, I have been watching lots of videos and finding Notion a great tool. Now i will be add Relay to automate repetitive inputs and make it even more valuable. Can you advise if it is possible to add the oiginal file to the database page as an image etc so itcould show inthe Gallery view
Currently not, since you can’t upload files to Notion via the api - but you could add it as a link on the cover image for the page which achieves nearly the same result 😇
@@mfreihaendig Thank you so much! I would love to see an automation to the onboarding process. Creation and sending of contract and creation of a portal in Notion related to the CRM client.
Great video. Why do we need the additional databases? The total month's income and expenses can be displayed as a chart. I think there is no need for both the month and year databases, Am I missing something?
If you’d like to see your month-over-month performance as a more stationary, semi-spreadsheet view it’s still nice to have it separate 😇 Plus, over multiple years it will be a bit easier - but you could remove them if you want to simplify it 💪🏻
Looks nice, thanks but I don't understand how to modify the file from the bank. I don't understand the data transfer...which columns must the exported file from the bank have? Ich habe 4 unterschiedliche Banken und weiss nicht wie ich die Daten in Notion bekomme…ich kann Excel Files Downloaden…und dann?
This method works with pdfs, so no need to export a csv - and in terms of columns, that depends on what you want to see 💪🏻 Payee, amount and date would be the standard 😇
@@eMotionFlowing It's free! But the template only involves the Notion part, since it's currently not possible to share the relay flow as a template unfortunately - so you'd need to use the video step-by-step to replicate it 😇 Definitely not the easiest one - if you're new to automations, I recommend you start trying to build this instead: ua-cam.com/video/DGn1hQxShTg/v-deo.html
Awesome explanation. Hopefully they offer a login via email at some point. I hate logging in socially
Same! Will share the feedback with the team 😇
Me too. That's their price. They "sell" your contact to Google or Microsoft, in this case, under the disguise of simplifying the connection for you.
@@mfreihaendig When they will implement the email login, they will have me in; meanwhile, Google has already too much information of mine. Giving them access to my financial transactions is way too much, to be flooded with ads and whatsoever.
@@cives actually no, that’s not how these oauth providers work - it just simplifies the app building process since now you don’t need to store accounts and pw yourself. There‘s no data sharing (this isn’t the old Facebook pixel)
Hi Matthias, you've explain very well the process although I'm still learning some basic stuff. That's why I'd like to understand why you use the formulas instead the the rollups in the month database? I'm asking you that because I thought I got the usage of rollups and now I'm a little bit confused. Thanks
You could rollups here as well - in this case, the functionality is the same!
Rollups vs formulas is sometimes a relevant decision (for example, you currently can’t filter for a specific result of a formula - but you can for a rollup), but in this case you can use whatever you prefer 😇
@@mfreihaendig Thanks Matthias.
@@mfreihaendig Another question: in months I'd like to add January, Feb, March, etc,,, but 2023. What should I do? I added another list of months and i changed the YEAR colum but I guess it's not done properly. Thanks
Great video, I have been watching lots of videos and finding Notion a great tool. Now i will be add Relay to automate repetitive inputs and make it even more valuable.
Can you advise if it is possible to add the oiginal file to the database page as an image etc so itcould show inthe Gallery view
Currently not, since you can’t upload files to Notion via the api - but you could add it as a link on the cover image for the page which achieves nearly the same result 😇
That's amazing!! Thank you so much for this video. Pleaseeee make more videos about Notion automations, like onboarding or follow up. 🙏🏼🙏🏼
Oh yes, will do! 😍 anything specific that you‘d love to see for the follow up flow? 💪🏻
@@mfreihaendig Thank you so much! I would love to see an automation to the onboarding process. Creation and sending of contract and creation of a portal in Notion related to the CRM client.
Really great video, super thorough and clear!
Thank you! 😇
Great video. Why do we need the additional databases? The total month's income and expenses can be displayed as a chart. I think there is no need for both the month and year databases, Am I missing something?
If you’d like to see your month-over-month performance as a more stationary, semi-spreadsheet view it’s still nice to have it separate 😇
Plus, over multiple years it will be a bit easier - but you could remove them if you want to simplify it 💪🏻
Why can't they just be properties in the database? Like a display month or display year formula from date?
Looks nice, thanks but I don't understand how to modify the file from the bank. I don't understand the data transfer...which columns must the exported file from the bank have? Ich habe 4 unterschiedliche Banken und weiss nicht wie ich die Daten in Notion bekomme…ich kann Excel Files Downloaden…und dann?
This method works with pdfs, so no need to export a csv - and in terms of columns, that depends on what you want to see 💪🏻
Payee, amount and date would be the standard 😇
@@mfreihaendig Thanks…I don't quite understand it yet. It's very complex. 😅 Is the template available for purchase?
@@eMotionFlowing It's free! But the template only involves the Notion part, since it's currently not possible to share the relay flow as a template unfortunately - so you'd need to use the video step-by-step to replicate it 😇
Definitely not the easiest one - if you're new to automations, I recommend you start trying to build this instead:
ua-cam.com/video/DGn1hQxShTg/v-deo.html