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Feb 05, 2019 22:44:58

I've Found An App That Does ALMOST Everything I Need It To

by @nicksimard PATRON | 318 words | 🐣 | 73💌

Nick Simard

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Total posts: 73💌
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I have yet to find an app out there that will allow me to set up a budget the way I want to. There's always something just not quite right about them. All I want is a way to pull in transactions automatically, set up budget amounts for categories and track spending via something like a chart.

I think I've tried them all. Some get it NEARLY right, but I'm always left wanting something else. I had created my own setup using TillerHQ to pull my bank's raw transactions into Google Sheets then Zapier to put it into Airtable, where I can better manipulate data.

The big problem here is that in order to get their Blocks feature (i.e. charts and graphs) I'd have to pay something like $24/month. No thanks.

Then today I saw that Coda.io had improved their mobile app, to make what appear as sections online into tabs in the app. In other words, you get way more of an app feel and when sharing it with someone else (my wife) it's much more obvious how to find things. Getting her into the Airtable mobile app would only lead to confusion, as it's not super robust or user-friendly.

The ONLY thing that Coda is missing for me (and I hope their support comes back with a way around this) is that when I link two tables together I'm not able to add the reference via Zapier. So if I have a Budget table with a category called Groceries, and I want to add that category to a transaction, I have to do it IN the app. I can't find a way to make it the linked version so that my budget gets updated properly.

If I can get that part straightened out, I'll be able to create just about anything I want, including WAY more things than just a budget. 

*fingers crossed*

From Nick Simard's collections:

  • 1

    @nicksimard - any updates on this?

    Brian Ball avatar Brian Ball | Apr 24, 2019 08:36:10
  • 1

    @nicksimard thanks for the tip. Have been looking like TillerHQ for sometime!

    Tim Subiaco avatar Tim Subiaco | Feb 06, 2019 10:47:53
    • 1

      @timsubiaco it’s great on its own if you’re fine using Google Sheets. I just found that on mobile, where I’m often checking budget stuff, it wasn’t great. I tried Airtable and I do prefer their web app and what I can do with views but paying $24/month for charts was too much. If you’re able to do something with the raw data that Tiller sends, even better. And it turns out that with Coda I CAN do what I thought wasn’t possible :)

      Nick Simard avatar Nick Simard | Feb 08, 2019 22:52:53
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