Bill Payment Tracker — Income, Bills, Subscriptions, Debt, and Reports inside Notion

Recurring Payments is a complete Notion system for staying on top of cash flow. Add your Bills, Subscriptions, Debts, and Income once, then auto‑generate monthly Payments, link them to Months, and monitor Paid vs Scheduled at a glance. Built for speed and reliability, it combines clean data entry, calendar clarity, and executive‑style summaries.

What you can do

• Capture all recurring items: Bills, Subscriptions, Debts, and Income
• Set Amount, Start Date, Frequency, and Status for each item
• One‑click generate Payments for the year and link them to Months
• Mark past payments Paid and upcoming as Scheduled
• Review monthly and yearly totals with simple rollups
• See what’s due in 7, 14, and 30 days with “Current Month” and Calendar views

What’s included

• Home hub with quick links to Setup, All Recurring, All Payments, Summary, and Backend
• Active Recurring dashboard filtered to what matters today
• Calendar View combining Recurring and Payments for true date clarity
• Current Month Payments view for weekly execution
• Summary pages with month and year rollups
• Setup page with quick‑start checklist, data entry rules, health checks, and reminder guidance

Key views and databases

• Recurring items database: Bills, Subscriptions, Debts, Income with Frequency, Amount, Start Date, Status
• Payments database: auto‑generated monthly rows linked to each item and to a Month
• Years and Months database: calendar backbone for monthly and yearly rollups
• Ready‑made views: Active Recurring, Calendar, Current Month Payments, Recurring Summary

Why it works

• Consistent structure: the same properties everywhere avoid messy “edge cases”
• Month linking: enables reliable monthly and yearly reporting
• Health checks: catch missing Amounts/Dates, unlinked Months, duplicates
• Clear statuses: Paid vs Scheduled gives instant cash flow signal

Who it’s for

• Individuals, freelancers, and small teams who want a lightweight, reliable finance rhythm
• Anyone juggling multiple cards, loans, subscriptions, and income sources
• Builders who want a clean backbone they can extend

Setup in minutes

1. Add your recurring items (Bills, Subscriptions, Debts, Income) with Amount, Start Date, Frequency, Status
2. Confirm the current Year and 12 Months exist (provided)
3. Generate Payments for the current year and link to Months
4. Mark past as Paid, keep upcoming as Scheduled
5. Turn on reminders (suggested defaults included)

Highlights

• Fast data entry + yearly generation
• Clean monthly calendar and rollups
• Health checks to keep data accurate
• Scales from personal use to small teams

This template gives you structure without complexity, so you always know what’s due, what’s done, and what’s next.