Budget Starter

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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Budget

Here you can manage your budget for the month.

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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.

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

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.