# 🌍 Global Adventure Planner & Budget Tracker  

> **Premium‑grade Notion system** that takes you from travel inspiration to post‑trip review — all in one place. Every page, property, view, and template is wired to work together, so you never have to duplicate work or hunt for numbers again.  

---  

## 📊 Dashboard Overview  

| Widget | Type | Source | Filter / Sort | Notes |
|--------|------|--------|---------------|-------|
| **Upcoming Trips** | Table view | **Trips** | `Start Date ≥ today()` <br>Sort by Start Date ↑ | Shows Trip, Destination, Days to Start (formula), Status. |
| **Trip Calendar** | Calendar view | **Trips** | `Status != Completed` | Drag‑and‑drop to reschedule. |
| **Budget Summary** | Formula bar | **Trips** (Rollup) | — | Displays **Total Planned** vs **Total Actual** and **% Spent** (see formulas). |
| **Packing Progress** | Progress bar | **Packing Lists** (Rollup) | — | Shows % of items checked ✔️ for the active trip. |
| **Itinerary Snapshot** | Linked view (Table) | **Itinerary** | `Trip = prop("Active Trip")` | Shows next 3 days of activities. |
| **Travel Inspiration** | Gallery view | **Ideas** | — | Covers = Destination image; click to open full research page. |
| **Travel Docs** | List view | **Documents** | `Trip = prop("Active Trip")` | Secure files (passport scan, visas). |
| **Currency Tracker** | Formula bar | **Currency Rates** | — | Auto‑updates via Notion API (optional). |

> **Tip:** Pin this Dashboard to the sidebar for one‑click access to every travel workflow.

---  

## 🗂️ Trips Database  

| Property | Type | Description | Example |
|----------|------|-------------|---------|
| **Name** | Title | Trip name (e.g., “Summer Italy Roadtrip”) | — |
| **Destination(s)** | Multi‑select | All cities/countries visited | Rome, Florence, Venice |
| **Start Date** | Date | First day of the trip | 2024‑07‑10 |
| **End Date** | Date | Last day of the trip | 2024‑07‑24 |
| **Trip Type** | Select | Roadtrip, City Break, Adventure, etc. | Roadtrip |
| **Status** | Select | Idea, Planned, Booked, In‑Progress, Completed, Canceled | Planned |
| **Budget Planned** | Number (currency) | Total budget you aim for | $4,200 |
| **Budget Actual** | Number (currency) | Sum of **Amount (Actual)** from **Budget Tracker** (Rollup) | — |
| **Days to Start** | Formula | `dateBetween(prop("Start Date"), now(), "days")` | 5 |
| **Trip Duration** | Formula | `dateBetween(prop("End Date"), prop("Start Date"), "days") + 1` | 15 |
| **Packing Progress** | Rollup (Checkbox) | % of **Packed?** = true (see Packing Lists) | — |
| **Active Trip** | Checkbox | Mark the trip you’re currently planning/doing. Only one should be checked at a time. | — |
| **Notes** | Text | Free‑form planning notes. | — |

### Views (create in Notion)

| View | Type | Filter | Sort | Columns |
|------|------|--------|------|---------|
| **All Trips** | Table | — | Start Date ↑ | Name, Destination(s), Start Date, End Date, Status, Budget Planned, Budget Actual |
| **Upcoming** | Table | `Start Date ≥ today()` | Start Date ↑ | Name, Destination(s), Days to Start, Status |
| **In‑Progress** | Table | `Status = "In‑Progress"` | Start Date ↑ | Name, Destination(s), Days to Start, Packing Progress |
| **Completed** | Table | `Status = "Completed"` | End Date ↓ | Name, Destination(s), Trip Duration, Budget Planned, Budget Actual |
| **Calendar** | Calendar | — | — | Name (display), Start Date, End Date |
| **Map** | Board (Group by **Destination(s)**) | — | — | Name, Status, Start Date |

---  

## 📅 Itinerary Planner (Database)  

*One **Itinerary** database per trip; the template automatically links to the parent Trip.*

| Property | Type | Description |
|----------|------|-------------|
| **Day** | Number | Day 1, 2, 3… relative to trip start. |
| **Date** | Date | Auto‑filled: `dateAdd(prop("Trip").prop("Start Date"), prop("Day") - 1, "days")` |
| **Location** | Text | City or venue. |
| **Activity** | Title | Main activity (e.g., “Uffizi Gallery tour”). |
| **Time** | Text | Approx. start time (e.g., “10:00”). |
| **Category** | Select | Transport, Sightseeing, Food, Rest, etc. |
| **Notes** | Text | Booking refs, tickets, etc. |
| **Trip** | Relation → **Trips** | Auto‑filled by template. |
| **Completed** | Checkbox | Tick when done (useful for post‑trip review). |

### Template Button (inside **Trips** page)

```
New Itinerary → Duplicate “Itinerary Template”
```

*The duplicated page automatically creates a linked database filtered to the current Trip and pre‑populates the **Trip** relation.*

---  

## 🎒 Packing Lists (Database)  

| Property | Type | Description |
|----------|------|-------------|
| **Item** | Title | e.g., “Passport”. |
| **Category** | Select | Documents, Electronics, Clothing, Gear, Misc. |
| **Quantity** | Number | How many you need. |
| **Priority** | Select | High, Medium, Low (default = Medium). |
| **Packed?** | Checkbox | Tick when in your bag. |
| **Trip** | Relation → **Trips** | Auto‑filled by template. |
| **Notes** | Text | Size, brand, etc. |
| **Weight (kg)** | Number | Optional for weight‑tracking. |

### Rollup on **Trips** (Packing Progress)  

- **Packed Count** → `count(prop("Packed?") == true)`  
- **Total Items** → `count(all)`  
- **Progress %** → `prop("Packed Count") / prop("Total Items") * 100`

### Views  

| View | Type | Filter | Sort | Columns |
|------|------|--------|------|---------|
| **All Items** | Table | — | Category ↑, Priority ↓ | Item, Category, Quantity, Priority, Packed? |
| **To Pack** | Table | `Packed? = false` | Priority ↑ | Item, Category, Quantity, Priority |
| **By Category** | Board | — | — | Group by **Category** |
| **Progress** | Gallery | — | — | Show cover = ✅/⬜ icon, subtitle = “Packed X of Y”. |

---  

## 💰 Budget Tracker (Database)  

| Property | Type | Description |
|----------|------|-------------|
| **Expense** | Title | e.g., “Flights (NY → Rome)”. |
| **Category** | Select | Transportation, Lodging, Food, Activities, Gear, Misc. |
| **Amount Planned** | Number (currency) | Budgeted amount. |
| **Amount Actual** | Number (currency) | Real spend (enter after receipt). |
| **Difference** | Formula | `prop("Amount Planned") - prop("Amount Actual")` |
| **Date** | Date | When the expense occurs / was paid. |
| **Trip** | Relation → **Trips** | Auto‑filled by template. |
| **Receipt** | Files & media | Upload PDF/IMG of receipt. |
| **Paid?** | Checkbox | Mark when paid. |

### Rollups on **Trips**  

- **Total Planned** → `sum(prop("Amount Planned"))`  
- **Total Actual** → `sum(prop("Amount Actual"))`  
- **Total Difference** → `prop("Total Planned") - prop("Total Actual")`  
- **% Spent** → `prop("Total Actual") / prop("Total Planned") * 100`

### Views  

| View | Type | Filter | Sort | Columns |
|------|------|--------|------|---------|
| **All Expenses** | Table | — | Date ↑ | Expense, Category, Amount Planned, Amount Actual, Difference, Paid? |
| **Planned vs. Actual** | Table | — | Category ↑ | Expense, Amount Planned, Amount Actual, Difference |
| **Pending Payments** | Table | `Paid? = false` | Date ↑ | Expense, Amount Planned, Date |
| **By Category** | Board | — | — | Group by **Category** |
| **Expense Calendar** | Calendar | — | — | Shows expenses on the day they were incurred. |

---  

## 🌐 Travel Inspiration & Research (Database)  

| Property | Type | Description |
|----------|------|-------------|
| **Destination** | Title | e.g., “Kyoto”. |
| **Country** | Text | Japan |
| **Type** | Select | Culture, Nature, City, Adventure, Food, etc. |
| **Source Link** | URL | Link to article, guide, video. |
| **Cover Image** | Files & media | Upload a photo for gallery view. |
| **Saved On** | Date | Auto‑filled `created_time`. |
| **Notes** | Text | Quick thoughts, must‑see spots. |
| **Trip** | Relation → **Trips** (optional) | Link if you’ve already assigned it to a specific trip. |

### Views  

| View | Type | Filter / Group |
|------|------|----------------|
| **All Ideas** | Table | — |
| **Gallery** | Gallery | Cover = **Cover Image**, Group by **Type** |
| **Map** | Table (Map) | `Country` (Notion map uses address) |
| **Ready to Book** | Board | Group by **Status** (Idea → Research → Booked) – add a **Status** select if you want. |

---  

## 📂 Travel Documents (Secure Database)  

| Property | Type | Description |
|----------|------|-------------|
| **Document** | Title | Passport, Visa, Travel Insurance, Vaccination Card. |
| **Type** | Select | ID, Visa, Insurance, Health. |
| **File** | Files & media | Upload scanned PDF or photo. |
| **Expiration** | Date | Auto‑reminder via Notion reminder (set 30 days before). |
| **Trip** | Relation → **Trips** | Auto‑filled. |
| **Notes** | Text | Any extra info (e.g., “Issued by US Embassy”). |

### Views  

| View | Type | Filter |
|------|------|--------|
| **All Docs** | List | — |
| **Expiring Soon** | Table | `Expiration ≤ dateAdd(now(), 30, "days")` |
| **By Trip** | Board | Group by **Trip** |

---  

## 💱 Currency Rates (Optional API‑Powered Table)  

| Property | Type | Description |
|----------|------|-------------|
| **Currency** | Title | USD, EUR, JPY, etc. |
| **Rate to USD** | Number | Updated daily via Notion API (or manual). |
| **Last Updated** | Date | Auto‑filled. |

> **Tip:** Use the formula `prop("Amount Actual") * prop("Rate to USD")` in **Budget Tracker** to see all expenses in a single currency.

---  

## 📋 Master Template: **Trip Page**  

Create a **Trip Page** (type = Page) and add a **Template button** called **“New Trip”** with the following actions:

1. **Create a new entry** in **Trips** (pre‑filled with the page title).  
2. **Duplicate** the **Itinerary Planner**, **Packing Lists**, **Budget Tracker**, and **Travel Documents** pages, each filtered to the new Trip via the relation field.  
3. **Set “Active Trip”** checkbox to true (automatically unchecks any other Trip).  
4. **Open the Dashboard** filtered to this Trip (use a linked view with filter `Trip = current page`).  

The button code (copy‑paste into Notion’s “Template button” block):

```
Button name: New Trip
Action:
- Create a new page in Trips → Title: {{page.title}}
- Duplicate page → Itinerary Planner → Filter Trip = {{new page}}
- Duplicate page → Packing Lists → Filter Trip = {{new page}}
- Duplicate page → Budget Tracker → Filter Trip = {{new page}}
- Duplicate page → Travel Documents → Filter Trip = {{new page}}
- Set Active Trip (checkbox) = true for {{new page}}
```

---  

## 📥 How to import this template into Notion  

1. **Create a new page** where you want the system (e.g., “Travel Hub”).  
2. Click **⋯** → **Import** → **Markdown & CSV**, select the `.md` file you just saved.  
3. Notion will generate headings and raw tables.  
4. For each table: click the three‑dot menu ► **Turn into → Database – Table** (or Board/Gallery as indicated).  
5. **Adjust property types** exactly as listed:  
   - **Date** → Date  
   - **Select / Multi‑select** → Select (or Multi‑select where noted)  
   - **Number (currency)** → Number → Format = Currency (choose $)  
   - **Relation** → Relation → link to the appropriate database (e.g., Packing Lists → Trips)  
   - **Formula** → Formula (copy the exact expression)  
   - **Rollup** → Rollup → select the source relation and target property (e.g., “Amount Actual”)  
   - **Files & media** → Files & media  
6. **Add the Views** exactly as described (type, filter, sort, columns). Use the “Add a view” button inside each database.  
7. **Create the Template button** on the top‑level “Travel Hub” page (see the Master Template section).  
8. (Optional) Install a **Notion API integration** to pull live currency rates into the **Currency Rates** table.  
9. **Customize** icons, cover images, and color‑code the **Trip Type** select to match your visual style.  

You’re now ready to plan, pack, spend, and reminisce—everything lives in one beautifully connected Notion workspace. Happy travels!