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Finance Management - Blueprint

Tracking all of your finances here allows you to see what you're spending and where it's going.

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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