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Budget Starter
Budget Starter
Dashboard
Budget
Holdings
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Budget Starter

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Finta App
Manage your finances in Coda with Finta

You can automatically sync your bank account balances, transactions, and investments to Coda with Finta’s Pack. This template will help you get started with managing your budget with sync tables, charts, and interactions.
A budget is telling your money where to go instead of wondering where it went. - Dave Ramsey

Set Up Your Doc

Copy this doc to your workspace
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Sign up for a Finta account
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On your dashboard in Finta, connect to as many bank accounts as you would like
Anywhere in this doc, type /finta , click on the Finta pack, and connect your doc to your Finta account
Update your sync tables to automatically sync daily or hourly

How It Works

This template is already set up with sync tables that can fetch your data. For each table, you can determine how often you want them to sync in the table’s settings. The sync tables power all of the other views and charts in this doc.

Dashboard

On the dashboard, you can get a high level overview of your net worth, current month spending, and new transactions .
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CODA003_GIFs_Finta_Catagorize_16x9_03.gif
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Budget

Here you can manage your budget for the month.
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CODA003_GIFs_Finta_Budget_Chart_16x9_03.gif
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Use the controls at the top to select which month you would like to view. Then, assign how much you want to budget for each category. This page automatically calculates your total spending by category based on the category you assign to each transaction.

Categories

You can manage your categories by going to Data → Categories. Here you can manage your categories, toggle which category budgets should rollover each money, and select which ones should be hidden from calculations.
Don’t forget to press the “Update Budget” button at the top of the page whenever you create a new category.
By default, the first month in your budget is January 2022. If you want to start earlier than that, you can change the month at the top of the page as well.

That’s It!

You’re all set up! Feel free to delete this page if you want. If you ever have any questions, let us know at
hello@finta.io
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Want to learn more about Finta? Check us out
here
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