Notion Finance Assistant FAQs

Question 1

What should I do if the app won't connect to Notion?

Accepted Answer

First, verify your `NOTION_API_KEY`, `NOTION_DB_ACCOUNTS`, and `NOTION_DB_TRANSACTIONS` in your `.env` file are correct. Also, ensure you have shared both your 'Accounts' and 'Transacciones' Notion databases with the integration you created.

Question 2

What is Notion Finance Assistant?

Accepted Answer

Notion Finance Assistant is a modular, terminal-based tool designed to automate expense tracking, run smart financial queries, and integrate real financial data using LLMs. It connects directly with your Notion databases for seamless management.

Question 3

How does it integrate with Notion?

Accepted Answer

The tool features native Notion integration, allowing it to connect directly to your designated 'Accounts' and 'Transactions' databases. You can manage, store, and query all your financial data within your existing Notion workspace.

Question 4

Which LLMs (AI models) can be used with this assistant?

Accepted Answer

Notion Finance Assistant is highly extensible and supports integration with leading LLMs such as OpenAI, Mistral, and Anthropic. This enables advanced AI-driven financial queries and analysis capabilities.

Question 5

Can I upload bank statements and analyze spending with it?

Accepted Answer

Yes, you can easily upload bank statements, and the assistant will automatically recognize transactions and add them to your Notion database. You can then use its query features to analyze spending in specific categories like food or utilities.

Notion Finance Assistant

Notion Finance Assistant

主な機能

ユースケース

主な機能

ユースケース