Packs for money-minded makers
Do more with your financial planning and analysis tools.
By Héctor Reyes
Get the exchange rate from 170+ currencies.
By Leandro Zubrezki
Two-Way Sync (Beta)
Manage your QuickBooks Online companies from your docs.
Get prices and more from a stock symbol. Powered by IEX.
Exchange Rate [Pro]
By Héctor Reyes
Expanded exchange rate features: Get the latest exchange rate, convert any amount, get historical exchange rates.
By Taylor Facen
Sync your bank account balances, transactions, and investments to Coda
By Leandro Zubrezki
Supercharge your company’s financial data with the power of docs.
Docs in Finance
Dreamline Calculator by Tim FerrissThis step-by-step calculator helps you define your dreams and achieve your ideal lifestyle.
Track and analyze your expensesView and add expenses, review your spending habits and customize categories.
How Canva trained 800 employees to fuel a $6 Billion growth spurtAn inside look at how a small team designed and scaled learning standards for a $6 billion company.
Flexible Invoice SystemThis is a template to illustrate how a Coda doc can become a light-weight invoicing system.
Financial StatementsCreate basic financial statements, including a balance sheet and income statement.
Venture Capital Portfolio TrackerEasily keep your team up to date of investments by fund, partner, and company.
Madrona Venture Group's Investment Decision SystemMadrona Venture Group's process for evaluating new investment opportunities.
How Squared Away saves a thousand hours and $100kA story about how a military spouse scaled an entire business using Coda.
Subscription TrackerAn easy but powerful personal finance tracker for all your subscriptions and recurring payments. Manage different schedules (monthly, every 6 months, yearly), shared subscriptions with friends or family and view all past subscriptions in a history.
Tracking Suppliers & Purchase OrdersThis Coda doc allows you to tracks purchase orders to your suppliers.
Utility bill trackerTrack and analyze all your utility bills in one place.
Shopify + Coda Starter KitSync data between Shopify and Coda with the click of a button. Add products, edit prices, process orders, all from your Coda doc.
Time & Money v2Time & Money: A prototype financial modeling platform with big advantages over spreadsheet-based modeling
Finance Starter KitA starter kit for finance and operations professionals to streamline your processes in Coda
Stock Market Investment ClubKeep track of your investments and ideas together 🚀
Personal Sales TrackerTrack your deals as fluidly as our prospects engage with us
About Financial EssentialsFinancial Essentials is the Pack that adds key financial formulas for loans and investments to your Coda docs
The Ultimate Tax Prep Organization HubHow to organize your tax documents and slash your tax bill.
Split Costs with FriendsEasily split costs from rent or travel with friends, family, or roommates
Simple Invoices/ExpensesSimplify your business
Home Remodeling Shopping ListThis home remodeling shopping list template helps you manage items you need to purchase, helps you save costs, and build the home of your dreams. Item lists are taken from Lowe's for Pros and structure taken from LifeStorage.
Vendor Scorecard for Inventory ManagementTrack the performance of the vendors you're purchasing from to better estimate everything from lead times to damage rates.
Inventory PlanningThis doc helps you make more accurate inventory purchase decisions.
Strategic Investor WorksheetOne place to manage and keep track of angel or strategic investors for your new company.
Managing ProductionWhether you're optimizing pizza production, manufacturing widgets, or building the first rocket to Mars, this doc helps you manage production. Build up finished products via the individual components, tracking shortages, margins, and reorder points as you
Investment Property Revenue CalculatorA Guide to Understanding Rental Property Expenses
[Template] Time series scenario modelingHow to use Coda to create dynamic time series models with simple scenario evaluation
Compound interest calculatorSimple template to simulate a compound interest graph.
Mortgage PlannerPlan your home mortgage to save thousands in interest and reduce your pay-off time by years
Electric Car vs Gas Car Price Comparison