Some time ago, I was searching for a budgeting app to track my personal finances. However, I was extremely disappointed to see that none of the apps I found integrated with my bank. So, I modified a complex Notion template to suit my needs. It worked great at first, but after some time, having to manually add each transaction became too much friction—and I stopped using it.

After several months, with a renewed desire to stay financially aware, I decided to build the integration myself.

This project helps you upload a bank transaction extract (.csv) to a complete Notion financial dashboard. It automates the processing and categorization with a powerful, productivity-focused UI.

If you have any questions, issues during setup, or need help with implementation, feel free to reach out. I'm happy to help troubleshoot, explain features, or talk about improvements.

The best way to contact me is through LinkedIn/in/guimcc — feel free to connect and send a message. I'm always open to feedback and excited to see how others use this system!

The current template is based on the free version of TheUltimateFinanceTracker. I've simplified and tweaked the logic to better fit my needs. You can find my version here.

Main features of the dashboard:

• Accounts: Represent different places where you store money. They're central to the system.
• Debt: Reminders of pending payments. Expenses related to debts will update their balances.
• Saving: "Virtual savings" — not separate accounts, but a way to allocate money toward goals.
• Expense Types & Budget: Categories for expenses. Let you set financial goals and track progress.
• Income Targets: Set income goals by category.
• Expenses: Track each transaction — especially card purchases and Bizums. Includes:
  • Subs checkbox: For expenses that should be categorized but not count toward monthly totals.
  • Split checkbox: Only counts half of the amount. E.g. when splitting a bill.
• Incomes: Track your earnings, especially salaries or transfers.
• Transfers: Move money between accounts/savings or log untracked income/expenses.
  • To Acc and To Sav — mutually exclusive fields for destination.
  • From Acc and From Sav — for origin.
  • If both are set, it's a transfer. If only one, it's an income/expense.
  • I treat received Bizums as transfers (not categorized income).
• Subscriptions: Track monthly and annual subscriptions to plan your budget.

Extra pages under Navigation:

• Budgeting: Shows monthly stats and lets you tweak budgets.
• Backend: Hosts all the databases used. Useful for admin and checks.

Note: Setup instructions are for Linux users.

1. Go to the template
2. Click Duplicate to add it to your workspace.
3. Set up your Accounts and initial amount. Make sure it matches the start date of your data.
4. Customize Expense Types & Budgets, Income Targets, Saving goals, Debts, and Subscriptions.
5. Feel free to explore the databases and add entries. Everything is reversible.

Download your transaction data as .csv and ensure it's in this format:

DATE,CONCEPT,IMPORT,LOADED
2025-05-09,TARGETA *7333 CONCEPT, -42.42,

Make sure:

• Date format is correct.
• No thousand separators (e.g. 1,000 → 1000).

You can write a small script or ask ChatGPT to help convert formats.

1. Go to Notion Integrations
2. Create a new Internal Integration
3. Name it Finance OS
4. Copy the Internal Integration Secret and paste it into api_token.txt

1. Go to the Backend page in your Notion template.
2. Open database_ids.csv
3. For each database:
   • Open it in Notion
   • Click the 3-dot menu > Connections > Add Finance OS integration
   • Get the database link and copy the 32-character ID from the URL
   • Paste the ID into database_ids.csv in this format: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx

⚠️ For the Months database, use the one with a small arrow on its icon.

Open backend/utils/csv_processor.py.

• Adjust UPPERCASE_VARIABLES for your needs
• Modify the categorize_transaction() function if necessary

• Below the variables, edit the EXPENSE_KEYWORDS and INCOME_KEYWORDS dictionaries.
• Format: 'keyword': 'NotionCategoryName'
• Example: 'carrefour': 'Groceries'

These are simple string matches, but work well. You can improve them with machine learning later.

cd backend
python -m venv venv
source venv/bin/activate
pip install -r requirements.txt

cd backend
source venv/bin/activate
uvicorn main:app --host=0.0.0.0 --port=8000

Leave this running

• Install npm in your system, npm installation

cd frontend
npm install

• In a separate terminal

cd frontend
npm run dev

Visit http://localhost:5173/

When you first load the app, check the backend terminal.

Make sure all databases load. If not, it's likely a database_id or integration issue.

Test using the sample transactions.csv. Process entries and verify they appear in Notion.

1. Click Choose CSV File
2. Click Process CSV with Backend
3. For each entry:
   • Review types and fields
   • Click the number to jump to an entry if needed
   • Click Submit & Next to upload to Notion

• Frontend: Vue.js 3 + Vite
• Backend: FastAPI (Python)
• Data flow: CSV → Backend → Frontend → User Review → Notion API

• Vue.js 3
• Vite
• TailwindCSS
• Axios

• Python 3.10
• FastAPI
• Uvicorn
• Pydantic

• Notion API for database operations
• Custom CSV parser for transaction formatting

Design goals:

• Clear separation of frontend/backend
• Fast and simple user experience
• Keyword-based automation
• Easy setup and customization
• Maintainable and flexible for future improvements

Thanks for using Bank to Notion Finance OS!