Build a Month-End Close Tracker in Notion with Rollover Automation
Create a recurring, automated month-end close tracker in Notion with clear deadlines and task rollover.
💸 Free⏱️ 35 min saved✅ 1632 runs
Who is this for?
This guide is for Financial Controllers and Accounting Teams who need to create a self-replicating task list for month-end close processes.
Step-by-Step Guide
Troubleshooting & Common Pitfalls
| Issue | Solution |
|---|---|
| Tasks not showing up | Check your database filters. Ensure you aren't filtering out "To Do" items or future dates. |
| Button creates duplicates | The button creates new pages every time you click it. Only click it once per month! |
| Relative dates off | "Relative to today" works best for simple offsets. For complex accounting dates (e.g., "3rd business day"), manual adjustment might still be needed after creation. |
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Notion sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.