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Coda Finances management

Bank transactions

Balance per account

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This is the tool you need to take control of your finances. You will be able to track your income and expenses and make a plan to achieve your goals.

Tool configuration

This template has been configured with default values. You must access the

BACK⁠

page and configure the different items to modify them. Among them, you find:

Dates. You only have to add more rows and write their name to add new dates.

Categories. If you want to change the categories of the movements, you will have to do it in this table. Just to remind you, your changes will affect the configuration of the tables and charts already created.

Bank accounts. Here you can add new banks and change the name of those already created. Remember that creating new lines will affect the configuration of the tables and graphs already made.

Dashboard back. This page should not be touched except to add new dates or modify the configuration of the page.

Pages

The tool consists of several pages:

Bank movements. On this page, you will have to insert all the movements of your banks, indicating the month and year to which they correspond, as well as their value. Once you have all your expenses entered, you can select the categories according to whether they are income or expenses.

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Bank transactions⁠

Dashboard. It visualizes all your movements by month and category and offers you a global vision. It also includes several graphs that you can filter to your liking to analyze your evolution. DASHBOARD

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DASHBOARD⁠

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Balance per account. Finally, this page will allow you to track the balance of your different banks.

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Balance per account⁠

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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.