You finish a client task in Notion, then open Excel to manually update the project budget. You copy numbers between windows, guessing if you are profitable this week. Your freelance business runs on duct tape and manual data entry.
Do I need a paid Notion plan to use these formulas?
It works entirely on the free Notion tier. All bi-directional relations and formula rollups are native free features.
What happens to my existing Notion tasks?
You will drag them into the new task database to link them with your budgets. The template includes instructions for migrating your active to-do list.
Will this sync with my bank account?
This template operates independently of your bank to track project-level profitability. You keep your official tax accounting separate while managing daily burn rates here.