Finance Management
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 |
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
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 |
Template Name | Properties Auto-Filled | Purpose |
/ | / | / |
Master Finance Tags
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 |
Template Name | Properties Auto-Filled | Purpose |
/ | / | / |
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) |
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