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How to Build an Expense Tracker in Coda



Guide

  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.

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