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.
“I already use X for personal finance. Why would I use Wiserdime?”
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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
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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 [
] []. 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?”
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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
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Unlimited Data Storage
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Sign up for Wiserdime [
] []

Solutions
✉️ Custom Email Alerts

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

You can delete this page if you no longer need it

Download Wiserdime
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] []

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