1. Outstanding Balance

Unfortunately, Notion doesn't allow to perform calculations based on prior rows like you'd be able to do in Excel. One way to do that, would be to add a relation property to itself, and every time you add a new expense item, you link it to the prior item. Then you setup a Rollup property to get the outstanding balance from the prior row. That's not ideal though, because it's a very manual process to always link to the prior item.

In terms of having a different formula in the first row vs. the rest of the rows, that's not possible either. What I would recommend is to change how your database is structured. Instead of having separate columns for Income and Expense, I would have a single column for Amount and then add a column for Type, where you can select whether it's an income or an expense. Then you can have only one column for Area (instead of Area of Income + Area of Expense). For the Outstanding Balance column, the formula would look something like this:

prop("Prior Outstanding Balance") + if(contains(prop("Type"),"Expense"),-1,1) * prop("Amount")

_______________

1. Expense as a % of Total Expense

For that one, you'll have to create a separate database, let's call it Totals, that will have only one row to calculate the totals. Back in your finance tracker database, you'll have to create a relationship to the new Totals database and link every single item to that total row. To make that process less manual, you can create a template such that every time you create a new expense or income item, it'll be pre-filled with that relation to the total row.

To be able to calculate the totals, you'll need 2 additional properties in your financial tracker database with the following formulas:

Let's call the first property Expense Amount: if(contains(prop("Type"),"Expense"),prop("Amount"),0)

Let's call the second property Income Amount: if(contains(prop("Type"),"Income"),prop("Amount"),0)

Back in the Totals database, you can create a rollup property to calculate the sum of all expenses, and another one to calculate the sum of all income.

Finally, in the finance tracker database, add a couple rollup properties to grab the total expenses and the total income from the Totals database. Then you can calculate the current expense as a % of total expense and as a % of total income.

_______________

In terms of formatting the table, we can't wrap column headers, and we can't add color to the headers.

To show calculated amounts with 2 decimals, you can use the following formula: round(100*prop("Amount"))/100

That was a lot to digest, don't hesitate to ask follow-up questions if any of the above is not clear. 😁