<aside> <img src="/icons/info-alternate_purple.svg" alt="/icons/info-alternate_purple.svg" width="40px" /> When duplicating the template for the first time, it is recommended to delete all existing data and transactions that come with the template so that you start fresh with a blank template.

</aside>

<aside> <img src="/icons/warning_blue.svg" alt="/icons/warning_blue.svg" width="40px" /> Remember not to modify any properties that are formulas, as it could disrupt the normal functionality of the template.

</aside>

<aside> <img src="/icons/info-alternate_blue.svg" alt="/icons/info-alternate_blue.svg" width="40px" /> Attempting to write in the Balance field will not set the balance. The Balance property is a formula. The only way to have a positive balance or decrease the balance of an account is to record income or expense transactions.

</aside>

Transactions

Credit Card

PDF User Guide:

Notion Money Manager - User Guide.pdf

PDF User Guide Link: https://drive.google.com/file/d/1qEqfftnvCU_apLODEn42GelKzspodqqc/view?usp=drive_link