How to Create and Track Financial Milestones in Your Notion Workspace: A Step-by-Step Guide

Tracking your financial achievements is essential for staying motivated and measuring progress toward your goals. With NotionStats milestones, you can create beautiful, dynamic progress trackers that update automatically with your financial data. This guide will walk you through creating and customizing milestones for your Notion workspace.

Table of Contents

• What Are Financial Milestones?
• Step 1: Access the Milestone Page
• Step 2: Create Your First Milestone
• Step 3: Choose a Template
• Step 4: Save Your Milestone
• Step 5: Copy the Embed URL
• Step 6: Embed in Notion
• Troubleshooting
• Conclusion

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What Are Financial Milestones?

Financial milestones are visual progress trackers that help you celebrate achievements in your budgeting and savings journey. Whether you're tracking the number of transactions logged, your monthly savings, spending limits, or no-spend day streaks, milestones provide a gamified way to stay motivated and focused on your financial goals.

Step 1: Access the Milestone Page

If you don't have an account, read this guide to set up your account and link your Notion database.

Once you've linked your finance tracker, navigate to your Dashboard and click the Milestones link on your workspace card.

You'll be redirected to the Milestone Page.

Step 2: Create Your First Milestone

On the milestone page, click the "Add Milestone" button to open the milestone creation modal.

Step 2.1: Select Your Database

In the modal that appears:

• Workspace: Should already be selected (this is where your milestone will be stored).
• Notion Database: Choose the Notion database you want to track milestones for.

Click "Continue" to proceed to the milestone editor.

Step 3: Choose a Template

You'll now be in the milestone editor, which has three main sections: Templates, Settings, and Live Preview.

Simply click on any template to auto-fill all settings.

Customize the template if needed

If you prefer to create a custom milestone, expand the Settings section and configure the following:

Milestone Name: Enter a descriptive name for your milestone.

Description (Optional): Add context about what this milestone tracks.

Display Type: Select how you want your milestone to appear:

• Progress Bar - Linear progress display
• Circular Progress - Clean, focused circular indicator

Levels

Levels define the achievements you want to track. Each level needs:

• Name: Description of the achievement (e.g., "Target", "$1,000 Saved")
• Value: Numerical target for this level
• Color: Visual color for this level (use the color picker)

Step 4: Save Your Milestone

Once you're satisfied with your configuration, click the "Save" button at the bottom of the settings panel. The milestone will be saved, and an embed URL will be generated automatically. After saving, you'll be redirected back to the milestone page where your new milestone appears as a card.

Step 5: Copy the Embed URL

Click the Copy icon to copy the embed URL.

Step 6: Embed in Notion

Now, paste the embed URL into your Notion page:

1. In Notion, type /embed
2. Paste your milestone embed URL
3. Press Enter
4. Resize the embed as needed

Tips for Effective Milestone Tracking

1. Start with Achievable Goals

Don't set your first level too high. Start with an easily achievable target to build momentum and motivation.

2. Use Multiple Display Types

Create the same milestone with different display types to see which visualization motivates you most.

3. Combine Different Metrics

Track various aspects of your finances:

• Consistency: Number of transactions logged
• Savings: Monthly and annual net savings
• Budgeting: Expense limits and spending caps
• Habits: No-spend days and expense-free streaks
• Ratios: Savings rate and expense-to-income ratio

4. Share Your Achievements

Use the preview link to share your milestone achievements with friends, family, or financial accountability partners.

Why Use Milestones in Your Finance Tracker?

Motivation and Gamification

Milestones transform abstract financial goals into visual achievements, making budgeting more engaging and rewarding.

Progress Visualization

See at a glance how far you've come and how close you are to your next savings goal.

Goal Setting

Breaking large financial goals into smaller milestones makes them more manageable and less overwhelming.

Achievement Celebration

Acknowledge your achievements along the way, not just the final destination.

Data-Driven Insights

Track multiple metrics simultaneously to understand different aspects of your financial health.

Troubleshooting

Milestone Not Showing Data

• Verify your Notion database has required columns (amount, date, type/category)
• Check database permissions in your Notion integration
• Ensure the database ID is correct

Can't Create Milestone

• Check your subscription limits (free plan has limits)
• Verify your account and database are properly linked

Embed Not Loading in Notion

• Verify the milestone ID is correct in the URL
• Ensure your Notion integration is still connected
• Try refreshing the Notion page
• Check if the embed URL is complete and properly formatted

Upgrade for More Milestones

Free plan users have a limit on the number of milestones they can create. Upgrade to PRO for unlimited milestones and advanced features.

Conclusion

Creating milestones in your Notion finance tracker adds a powerful layer of motivation and progress tracking to your budgeting journey. By following this guide, you can set up beautiful, auto-updating milestone trackers that celebrate your achievements and keep you focused on your financial goals.

Start creating your first milestone today and watch your savings progress come to life!

Ready to add milestones to your workspace? Sign up now and start tracking your financial achievements!