Love our systems and want to understand how it works? We’ve broken down all of the parts that make up each component so that everyone has the ability to deconstruct, re-create, and extend their components as they wish.
What’s In This Component?
Each component is made up of databases, which is where the data is stored. Every entry in the database represents a new item of this component.
Finance Management
Properties
How the data is organized. We take advantage of properties to enhance our data definition - so that we can understand more about each entry.
Property Name | Type | Purpose | Relation | Hide Property |
Name | Title | / | Always Show | |
Account | Select | / | Always Show | |
Amount | Number | / | Always Show | |
Date | Date | / | Always Show | |
Organization | Text | / | Always Show | |
Tags | Select | / | Always Show | |
Type | Select | / | Always Show | |
Files | Files & media | / | Always Show | |
Cleared | Checkbox | / | Always Show | |
Expensed | Checkbox | / | Always Show | |
Summary | Relation | Master Finance Tags | Hide When Empty | |
Debt | Relation | Debts | Hide When Empty | |
Draw Down From Budget | Relation | Budget Categories | Hide When Empty | |
Investments? | Relation | Holdings | Hide When Empty | |
Subscription? | Relation | Subscription Tracker | Hide When Empty |
Templates
How data and properties are auto-filled for common use cases.
Template Name | Properties Auto-Filled | Purpose | Section 1 | Section 2 | Section 3 |
Fun | Tags: Entertainment
Type: Spend | To log a new expense related to entertainment. | / | / | / |
Meal | Tags: Eating Out
Type: Spend | To log a new expense related to meal. | / | / | / |
Taxi to | Tags: Taxi
Type: Spend | To log a new expense related to your chosen transportation. | / | / | / |
Transit to | Tags: Public Transport
Type: Spend | To log a new expense related to your public transport. | / | / | / |
Groceries | Tags: Groceries
Type: Spend | To log a new expense related to your groceries. | / | / | / |
Online Order | Type: Spend | To log a new expense related to your online orders. | / | / | / |
Debt Payment | / | To log a new expense related to your debts. | / | / | / |
Subscription Payment | Tags: Work Subscription
Type: Expense | To log a new expense related to your subscriptions. | / | / | / |
Finance Summary
Properties
How the data is organized. We take advantage of properties to enhance our data definition - so that we can understand more about each entry.
Property Name | Type | Purpose | Relation | Used For |
Name | Title | / | Always Show | |
Period | Date | / | Always Show | |
Spend (Title) | Formula | / | Always Show | |
Income (Title) | Formula | / | Always Show | |
Remainder | Formula | / | Always Show | |
Space | Formula | / | Always Hide | |
Currency | Formula | / | Always Hide | |
Spend | Relation | Master Finance Tags | Always Hide | |
Spend Sum | Rollup | Expenses | Always Hide | |
Income | Relation | Master Finance Tags | Always Hide | |
Income Sum | Rollup | Expenses | Always Hide | |
Expenses | Relation | Master Finance Tags | Always Hide | |
Expense Sum | Rollup | Expenses | Always Hide |
Templates
How data and properties are auto-filled for common use cases.
Template Name | Properties Auto-Filled | Purpose |
/ | / | / |
Synced Views
How the data can be presented for common use cases and distributed across your workspace.
Master Finance Tags
Properties
How the data is organized. We take advantage of properties to enhance our data definition - so that we can understand more about each entry.
Property Name | Type | Purpose | Relation | Hide Property |
Name | Title | / | Always Show | |
Items | Relation | Finance Management | Always Show | |
Sum | Rollup | - Items
- Amount
- Sum | Always Hide | |
Sum (Rollup) | Formula | / | Always Hide | |
Spend Summary | Relation | / | Always Hide | |
Expense Summary | Relation | Finance Summary | Always Hide | |
Income Summary | Relation | Finance Summary | Always Hide | |
Date | Rollup | - Items
- Date
- Latest date | Always Hide |
Templates
How data and properties are auto-filled for common use cases.
Template Name | Properties Auto-Filled | Purpose |
/ | / | / |
Synced Views
How the data can be presented for common use cases and distributed across your workspace.
Synced View | Purpose | Views |
[Finance Management] Daily Entry | See all your daily entries at a glance. | - Daily Input (Table)
- Daily Input📱(List)
- Late Input (Table)
- Weekly Input (Table) |
[Finance Management] Monthly View | See all your monthly views at a glance. | - Reconciling (Table)
- Expense Reporting (Table)
- Monthly Flow (Table) |
[Master Finance Tags] At A Glance | See all your finance tags at a glance. | - Master Finance Tags (Table) |
[Finance Summary] At A Glance | See all your finance summary at a glance. | - Finance Summary (Gallery) |
What’s Next?
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