2027 Goal & Life Planner Lite: Notion setup, formulas and views

After importing (Settings > Import > Markdown & CSV, choose the zip), Notion creates every CSV column as Text. Do this once (about 5 minutes): set the property types below, then paste the formulas (Edit property > Type > Formula > paste). Formulas use the current Notion formula syntax (Formulas 2.0).

1. Goals

Property Type Options / notes
Goal Title
Area Select Health & Energy, Career & Learning, Money & Freedom, Relationships, Home, Other
Why Text One sentence: why this goal matters
Target date Date
Status Select (or Status) Not started, In progress, Done, Paused
Progress Number Number format Percent, Show as Bar. Enter 0.25 for 25%
Days left Formula see below

Days left (days until the target date; negative = overdue; empty when no date)

if(empty(prop("Target date")), toNumber(""), dateBetween(prop("Target date"), now(), "days"))

Optional: Overdue flag

if(prop("Status") != "Done" and not empty(prop("Target date")) and prop("Target date") < now(), "Overdue", "")

2. Habit Tracker

One row = one habit for one week. Duplicate last week’s rows each Monday and change Week of.

Property Type Options / notes
Entry Title e.g. “Walk 8000 steps · 2027-01-04”
Habit Select Walk 8000 steps, Read 20 minutes, No-spend day, Lights out by 11 pm (add your own)
Area Select Same options as Goals
Week of Date The Monday of that week
Mon, Tue, Wed, Thu, Fri, Sat, Sun Checkbox Imported as “Yes” / “No” text. After you switch the type to Checkbox, check that the boxes match; tick or untick any that did not convert
Target / week Number How many days per week you aim for
Done Formula
Week % Formula Number format Percent, Show as Bar or Ring

Done (days ticked this week)

toNumber(prop("Mon")) + toNumber(prop("Tue")) + toNumber(prop("Wed")) + toNumber(prop("Thu")) + toNumber(prop("Fri")) + toNumber(prop("Sat")) + toNumber(prop("Sun"))

Week % (done vs target, capped at 100%)

if(prop("Target / week") > 0, min(1, prop("Done") / prop("Target / week")), 0)

Optional helper Month (for grouping by month)

formatDate(prop("Week of"), "YYYY-MM")

3. Suggested views

Goals

  1. All goals: Table, sort Target date ascending.