This template is already set up with all of the tables and charts synced up for you to start using it right away. You can take a look at the existing example data to give you a sense for what’s possible with this document, and yes, it is absolutely realdata from the last 3-4 months of me and my wife’s lives traveling around in Europe and Asia. 😅
When you’re ready, 3 simple steps to get started:
Click this button to reset all the data and start fresh. Clean slate!
Delete sample data
Please be patient, this could take a few moments.
Visit these two pages and add any categories or currencies you think you might be using that are missing from the list.
Slice up your historical expense data any way you like using the controls and graphs on this page!
Look beyond just the past month to whatever period of time you want
Filter by tag
See how your expenses have evolved from month to month
You’re all set up. Happy tracking! 🎉
How much does it cost to use this expense tracker?
The Doc itself is free to use!
To unlock all the features of this Document, you need:
Pro Coda account: $10/month
Mindee for Coda Pack: $2/month
Mindee account: Free up to 250 receipts per month, then $0.10/receipt
🎁 For the first month after launch, this Pack will be completely free for everybody!
Note for free Coda account users:
You’ll have full access to Mindee for Coda Pack for automatic receipt processing only during the Beta Trial period. After that, you’ll need to upgrade to a paid Coda account and pay for the Pack to continue using it.
However, you can still use this Coda Document for your expense tracking needs, since all other features will work perfectly.
You will have a 1,000 row limit on your Document
Are there any limitations to how many line items I can add?
Free Coda users have a size limit of 1,000 rows
Pro Coda users do not have any document size limits, but are limited to 500 processed receipts per month due to the automation limit
What kind of data can be extracted from my receipt?
The Mindee API is constantly being updated and improved.
At the moment, here’s the data that can be extracted from the Mindee API:
Total Amount: total purchase amount including taxes
Taxes: information about taxes
Amount: the tax amount
Rate: tax rate in percentage
Code: tax code if applicable (like VAT)
Purchase Date: local date of purchase
Purchase Time: local time of purchase
Vendor: name of the business where the purchase was made
Category: the category of the receipt. At the moment, only 7 predefined categories are supported:
Locale: information about where the purchase was made
Language: ISO 639-1 code. Works best with:
Country: ISO 3166-1 alpha-2 code. Works best with:
Currency: ISO 4217 code. At the moment, only 5 predefined currencies are supported:
What receipt languages are supported?
Support for more languages is coming soon, but at the moment, the Mindee API works best for these languages:
I’m having issues with connecting my Mindee account.
If you’re having issues with Mindee, please try connecting your account again using these steps:
Step 1: double check your Mindee account. Make sure you’ve added the Expense Receipts API! It should be listed under “Your APIs”
Step 2: Click Settings Icon in the top right → search Mindee → click Mindee for Coda
Step 3: Click Settings tab → click the 3 dots → click Sign in again
, where I share my learnings and struggles as I try to grow my own business.
My wife and I have been traveling around Asia for 4 months now, and since we’re living on a fairly tight budget given that both of us don’t have stable jobs, we track all of our expenses. We’ve been using a good old Google Sheet, but when I found out that I could create a Coda Pack to help simplify this process, I jumped at the opportunity.
The most important thing about tracking expenses is to just remember to do it, and from my own personal experience I’ve found that the simpler it is to do, the more likely I am to continue doing it. That’s why I thought this Pack and this Doc could be helpful to people like us.
I know some of you already use budgeting apps like Mint or business credit cards like Brex that do this for you, but those only really handle payments made by credit card. For other purchases made with cash, you have to go in and add the transaction yourself. Expensify does actually have this feature, but only offers 25 SmartScans per month.
So this is where Mindee comes in to the story. I used Mindee a bunch in my previous role as co-founder and Head of Ops at a startup. They have an awesome image recognition technology that can read things like passports, receipts, and invoices and extract data from them. I even trained custom models using their technology to read data from my custom document types! Pretty cool stuff.
I put 1 and 1 together, and realized that I could use Coda’s existing structure (which is already perfect for tracking expenses) with Mindee’s technology to extract info from receipts and throw it into a Coda Doc.
This Mindee for Coda Pack and this expense template document are the end result of that idea, and I hope they can help make tracking your expenses simpler, faster, and more automatic. Enjoy!
Want to connect? Best way to reach me is on Twitter. DMs always open.