This doc is a simple & powerful tool that provides solutions to common personal finance problems.
“I already use X for personal finance. Why would I use Wiserdime?”
Search
Solution
Wiserdime + Coda
Mint
YNAB
Personal Capital
Custom Spreadsheet
Solution
Wiserdime + Coda
Mint
YNAB
Personal Capital
Custom Spreadsheet
1
Budget
2
Forecast Cash Flow
3
Pulls in Account and Transaction Data
4
Net Worth
5
Alerts
6
Multiple Users
7
Extendibility
8
Ease to get started
There are no rows in this table
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 [
]. 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.
“How much does it cost?”
Search
Feature
Wiserdime Coda Template
Wiserdime Account + Free Template
Wiserdime Account + Paid Coda
Feature
Wiserdime Coda Template
Wiserdime Account + Free Template
Wiserdime Account + Paid Coda
1
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)
2
Cost
Free
$5/month (14 Day Free Trial)
$17/month
3
Budget
✅
✅
✅
4
Forecast Cash Flow
✅
✅
✅
5
Account Data
✅, input balances manually
✅, get data automatically through Wiserdime Coda Pack
✅, get data automatically through Wiserdime Coda Pack
6
Net Worth Calculation
✅
✅
✅
7
Extend with your own ideas / features
✅
✅
✅
8
Reports and Insights
✅
✅
✅
9
Multiple Users
✅
✅
✅
10
Alert Notifications for Balances, Budgets & Cash Flow
] 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.