# How to Build an Expense Tracker in Coda

> To build an Expense Tracker in Coda, create a blank doc, insert a table, and add columns for Date, Category, Amount, Payment Method, and Notes. Fill in expense details, apply filters to sort data, and use formulas or charts to calculate totals and gain visual insights.

Canonical: https://livedemo.ai/tutorials/how-to-build-an-expense-tracker-in-coda/
Apps: Coda
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a302ad673bd5aa8e62bd0/preview?step=1

## Steps

1. Click "+ Blank Doc" and name it "Expense Tracker."
2. Click "+" and select "Table."
3. Add the columns: "Date," "Category," "Amount," "Payment Method," and "Notes."
4. Fill in each row with your expense details.
5. Use filters to sort by Category, Date, or Payment Method.
6. Use formulas like Sum() to calculate total expenses, or create charts for visual insights.