Be on top of your expenses

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The "Why?"

Adulting is hard and nobody really told us! Have you ever been left with a wallet full of old receipts? Or worse, have no real idea of where you spend your money? I sure have been there. Staying on top of your expenses is pretty crucial to have a de-cluttered mind and building good personal finance habits for the long term.

History

In attempts to get better with my finances, I've tried it all. From taking photos of my receipts, to setting up Mint and connecting it with my online banking, to managing a Google Sheet to keep track of my expenses. Nothing quite comes together like this Airtable base. It's a cumulative result of over three years of trying different systems out and incorporating their best parts while filtering out the rest. I've scrubbed some personal data and randomized some numbers for anonymity. But the structure is 100% unchanged.

Cool, so how does this base help?

  • This base is the one stop shop to track your expenses, your recurring bills, your multiple payment methods, your income sources and also a handy dandy way of generating reports using record links to get a high level view of what you're doing with your money.
  • Moreover, with a form view to enter a new expense that can be permalinked, you can stick the URL in your iPhone's (or.. Android's or whatever 😇) home screen and have an easy access link to enter a new expense in your Airtable, even when you're on the move. Personal finance tracking should be easy. Here's an example form: https://airtable.com/shrwEHFzqxVA1kK2x
  • Also, this base is structured in such a way that if you share your finances with other people, be it your room mates, family, partner, or you're one of those polyamorous people.. this base has you covered! Just add a new "Payment Method" and you're good to go!

💵🚀📈

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Updated April 14, 2017 at 10:53 PM
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Sai Warang

Trying to live by the mantra of reducing complexity in the world through a combination of technology and communication. Helping build and grow Shopify Capital during the day. @cyprusad on Twitter 🙌🏼
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