Wiserdime Personal Finance Template

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Why Wiserdime?

Welcome to Wiserdime’s Personal Finance Coda doc!

This doc is a simple & powerful tool that provides solutions to common personal finance problems.

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“I already use X for personal finance. Why would I use Wiserdime?”

Solution

Wiserdime + Coda

Mint

YNAB

Personal Capital

Custom Spreadsheet

Solution

Wiserdime + Coda

Mint

YNAB

Personal Capital

Custom Spreadsheet

Budget

Forecast Cash Flow

Pulls in Account and Transaction Data

Net Worth

Alerts

Multiple Users

Extendibility

Ease to get started

There are no rows in this table

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Wiserdime & Coda combine the power and flexibility of a custom excel sheet with the convenience of consumer personal finance tools to provide the best overall solution for personal finance planning and monitoring.

Compared to free alternatives, the Wiserdime Coda Template does more out-of-the box and can be easily edited to better accommodate your desired workflow and new ideas.

The true power of the template is unlocked with the Wiserdime Coda Pack, which requires a Wiserdime account [

iOS⁠

] [

Android⁠

]. This integration allows you to pull your account data into the template automatically and use it to power custom alerts about your budget vs spend, balances, and cash flow.

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“How much does it cost?”

Feature

Wiserdime Coda Template

Wiserdime Account + Free Template

Wiserdime Account + Paid Coda

Feature

Wiserdime Coda Template

Wiserdime Account + Free Template

Wiserdime Account + Paid Coda

Description

A simple & powerful way to budget and forecast cash flow.

Automatically monitor your accounts with custom alerts (paid Wiserdime subscription)

Keep all your historical data (paid Coda and Wiserdime subscriptions)

Cost

Free

$5/month (14 Day Free Trial)

$17/month

Budget

✅

Forecast Cash Flow

✅

Account Data

✅, input balances manually

✅, get data automatically through Wiserdime Coda Pack

Net Worth Calculation

✅

Extend with your own ideas / features

✅

Reports and Insights

✅

Multiple Users

✅

Alert Notifications for Balances, Budgets & Cash Flow

✅

Unlimited Data Storage

✅

There are no rows in this table

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Sign up for Coda⁠

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iOS⁠

] [

Android⁠

]

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Solutions

✉️ Custom Email Alerts

Create a Wiserdime account

[

iOS⁠

] [

Android⁠

] and link to this doc with the Wiserdime Coda pack to automatically pull in account and transaction data.

Use the

Alerts tool⁠

to create custom Coda & email alerts for convenient monitoring on any aspect of your personal finances.

📈 Easy Financial Planning with Cash Flow

Record your income and pay frequency

Assign a purpose for every dollar with a budget, and easily project spending into the future

Use forecasted spending & income to see your balances months into the future

💰 Net Worth

Record your assets and liabilities to easily understand your net worth and track over time

Dashboard

Effortless insight into the state of your finances

Dashboard for:

Savings rate

Net worth

Account balances

Budget vs actual for current month

Better with a Wiserdime account

While this doc is powerful on its own, you can enhance it with a Wiserdime account [

iOS⁠

] [

Android⁠

] and the Wiserdime Coda Pack, allowing you to pull in your account and transaction data automatically.

Creating a Wiserdime account and linking it to this doc lets you enable powerful custom email alerts for convenient monitoring of your personal finances - a feature you won’t find anywhere else.

Set custom email alerts for:

Current and projected account balances

Spending vs budget

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Visit the get started page to dive in!⁠

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You can delete this page if you no longer need it

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Download Wiserdime

[

iOS⁠

] [

Android⁠

]

⁠

wiserdime.com⁠

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Help & FAQs⁠

⁠

Feedback⁠

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