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Personal Finance Tracker

A comprehensive system to help you manage your wealth, budget, record transactions, review dynamic charts, and minimize the friction of data entry.

Trusted by more than 12k people and teams worldwide

Made for:

Coda

Access data on any device
Step-by-step usage guide
Monthly budgeting

The Coda Personal Finance Tracker is a comprehensive system to help you manage your wealth, budget, record transactions, review dynamic charts, and minimize the friction of data entry.

It includes features such as monthly review and budgeting, categorizing transactions, and graphical representation of data.

If you are in the US or Canada, it is also possible to sync your bank accounts using the Finta Coda pack.

With a one-time payment, you get access to the entire system, ready for customization and use.

Personal Finance Tracker
$
12.00
Get access

access options

Essentials | Personal Finance Coda
$
12

Immediate access to the product.

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VIP | Personal Finance Coda
$
162

Immediate access to the product & a one-hour live coaching session.

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TESTIMONIALS

"Worked with Simone on our Airtable<>Notion sync to finalize our client dashboards. Super professional and a breath of fresh air for this space. Gave realistic timelines and adhered to them, something I rarely see in other automation agencies. Was super understanding for hiccups on our end along the way. All in all, highly recommend."

Dan Rosenthal
ColdIQ