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Frequently Asked Questions

• Why can’t I edit or type?

  • If you're having trouble editing, it’s likely that something is locked. You’ll want to check whether the page, linked view, or database is locked. Once you unlock them, you’ll be able to edit with no problem.

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  How-to Lock & Unlock ⤵️

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  https://www.notion.so/help/collaborate-within-a-workspace

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• How do I get clean looking pages?

  • Easy! Simply lock the page when you’re not actively editing. This hides extra buttons like the “+ New” for line items and database views, keeping everything neat and tidy. Just remember to unlock it again if you need to make changes later.

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Best Practices

• Start by editing the template

  • When you’re ready to customize things like your expense categories or other settings, it’s best to make these changes inside the budget tracker page template first. That way, you’ll be able to create new pages / months without having to redo any work. This keeps everything consistent and saves you time!

  

• Lock the mobile page view for a cleaner look

  • The mobile page looks even better when it’s locked—perfect for when you’re just viewing or tracking your budget. Simply unlock it whenever you need to add or update an expense or income.

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