# Who is using Coda to manage their finances? **URL:** \ **Category:** Ask the Community\ **Created:** [February 18, 2021, 2:58am UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544 "2021-02-18T02:58:44Z")\ **Posts on this page:** 18\ **Page:** 1
**Author:** ![Hector\_Reyes](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/hector_reyes/32/16851_2.png) [@Hector\_Reyes](https://connect.superhuman.com/u/Hector_Reyes)\ **Post date:** [February 18, 2021, 2:58am UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/1 "2021-02-18T02:58:44Z")
I would love to learn how others are using Coda Docs to manage their finances? I currently help 7 companies manage their finances with Coda and soon I’ll be sharing the template I use, would love to have new ideas and feedback! ---
**Author:** ![anon13108826](https://avatars.discourse-cdn.com/v4/letter/a/ee7513/32.png) [@anon13108826](https://connect.superhuman.com/u/anon13108826)\ **Post date:** [February 18, 2021, 10:12am UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/2 "2021-02-18T10:12:50Z")
Hi @Hector_Reyes that sounds impressive. I am considering start to manage my companies finances in coda but I havent figured out the best way to do it just yet. Looking forward to seeing your solution 😀 ---
**Author:** ![Christiaan\_Huizer](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/christiaan_huizer/32/28269_2.png) [@Christiaan\_Huizer](https://connect.superhuman.com/u/Christiaan_Huizer)\ **Post date:** [February 18, 2021, 12:03pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/3 "2021-02-18T12:03:09Z")
hi @Hector_Reyes , would love to see your templates. I did some work with interest calculations in business cases for clients and fin reporting to check if their effort had a positive match with the outcome. Coda was a way better solution than any spreadsheet. ---
**Author:** ![Jean\_Pierre\_Traets](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/jean_pierre_traets/32/16275_2.png) [@Jean\_Pierre\_Traets](https://connect.superhuman.com/u/Jean_Pierre_Traets)\ **Post date:** [February 18, 2021, 12:29pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/4 "2021-02-18T12:29:35Z")
Hi @Hector_Reyes, Not sure if you have seen this, > [@Time & Money: Financial modeling prototype](https://connect.superhuman.com/t/time-money-financial-modeling-prototype/2271): > > Time & Money I am setting out to build a financial modeling platform in Coda that would make Coda not only competitive with Excel, but superior to Excel, for building and using financial models. I call it Time & Money. I know it sounds ambitious, but isn’t Coda itself pretty ambitious? So far, I have created a relatively simple prototype that demonstrates how a financial modeling platform in Coda might work. It demonstrates: That time series data, such as monthly cash fl… ---
**Author:** ![Guilherme\_Salles](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/guilherme_salles/32/10407_2.png) [@Guilherme\_Salles](https://connect.superhuman.com/u/Guilherme_Salles)\ **Post date:** [February 18, 2021, 1:32pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/5 "2021-02-18T13:32:05Z")
I am building a full accounting system for me, but it has been a lot of work. I am trying to replicate some features from professional accounting softwares. The most important feature I build: the entry error catcher. The error catcher is the most important since Coda always allow us to add a row entry even though there are important values missing. The error catcher is a column with formulas that display certain messages if the entry still doesn’t matches all the criteria. If the error catcher is not displaying the “everything is ok” message, the entry is highlighted because it will cause accountibility errors. ---
**Author:** ![Hector\_Reyes](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/hector_reyes/32/16851_2.png) [@Hector\_Reyes](https://connect.superhuman.com/u/Hector_Reyes)\ **Post date:** [February 18, 2021, 5:10pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/6 "2021-02-18T17:10:57Z")
Would you be willing to try the beta version so I can have your feedback? Will DM you 🙌 ---
**Author:** ![Hector\_Reyes](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/hector_reyes/32/16851_2.png) [@Hector\_Reyes](https://connect.superhuman.com/u/Hector_Reyes)\ **Post date:** [February 18, 2021, 5:11pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/7 "2021-02-18T17:11:59Z")
Agree! I moved everything out of Excel to Coda. 100x faster and easier. Would you like to try the beta version? would love your feedback. Will DM you! ---
**Author:** ![Hector\_Reyes](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/hector_reyes/32/16851_2.png) [@Hector\_Reyes](https://connect.superhuman.com/u/Hector_Reyes)\ **Post date:** [February 18, 2021, 5:13pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/8 "2021-02-18T17:13:48Z")
Oh yes! I really like @Todd_Olson doc! We share some similar features and we’re trying to solve the same problem around financial modeling. ---
**Author:** ![Hector\_Reyes](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/hector_reyes/32/16851_2.png) [@Hector\_Reyes](https://connect.superhuman.com/u/Hector_Reyes)\ **Post date:** [February 18, 2021, 5:15pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/9 "2021-02-18T17:15:08Z")
This sounds amazing! I’m an accountant myself so I would be super interested on how you’re building this, would you be willing to share? The entry error catcher sounds useful, what formula are you using? ---
**Author:** ![lars\_hofstetter\_10TIMES\_io](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/lars_hofstetter_10times_io/32/17865_2.png) [@lars\_hofstetter\_10TIMES\_io](https://connect.superhuman.com/u/lars_hofstetter_10TIMES_io)\ **Post date:** [February 18, 2021, 5:49pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/10 "2021-02-18T17:49:44Z")
Hi guys, I’m doing invoicing in Coda. I have a PDF Export of an invoice-page. The looks aren’t perfect but it works and it’s nice to have it in Coda. I can share if someone is interested. ---
**Author:** ![Christiaan\_Huizer](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/christiaan_huizer/32/28269_2.png) [@Christiaan\_Huizer](https://connect.superhuman.com/u/Christiaan_Huizer)\ **Post date:** [February 18, 2021, 6:00pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/11 "2021-02-18T18:00:30Z")
hi @lars_hofstetter_10TIMES_io do you all your invoicing in Coda or also bits in AirTable or other No Code Tools? It is on my to do list to create a full invoicing system in Coda taking into account products / services, etc. Would love to see how you do it. Christiaan best, Christiaan ---
**Author:** ![Hector\_Reyes](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/hector_reyes/32/16851_2.png) [@Hector\_Reyes](https://connect.superhuman.com/u/Hector_Reyes)\ **Post date:** [February 18, 2021, 6:59pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/12 "2021-02-18T18:59:13Z")
Hi @Christiaan_Huizer and @lars_hofstetter_10TIMES_io ! Super cool, check out this Invoice template created by @kennymendes > **[Invoice Template - Updated with Invoice Tracking](https://coda.io/@kenny/invoice-template-updated-with-invoice-tracking)** > > A V2 version of the simple invoice generator - this scales for people who are regularly sending invoices and want to track that. ---
**Author:** ![Guilherme\_Salles](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/guilherme_salles/32/10407_2.png) [@Guilherme\_Salles](https://connect.superhuman.com/u/Guilherme_Salles)\ **Post date:** [February 18, 2021, 7:05pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/13 "2021-02-18T19:05:08Z")
I can’t share the doc with you because I pretend to sell the template maybe when it’s ready. The error catcher has two things: - A table with all types of errors I want to identify (let’s call it “error data table”). - A column in the entries table called “error-catcher” that has simple formulas for each error. I added a SwitchIF() for the error-catcher column. For every type of error it verifies if it is true or false and if it’s true it displays a message that was wrote in the error data table, making the formula in this column a bit cleaner (you don’t need to write full texts in a single formula). If it’s false, it verifies the next error. If everything is false, it gives an “ok” message. ---
**Author:** ![Christiaan\_Huizer](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/christiaan_huizer/32/28269_2.png) [@Christiaan\_Huizer](https://connect.superhuman.com/u/Christiaan_Huizer)\ **Post date:** [February 18, 2021, 7:45pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/14 "2021-02-18T19:45:07Z")
@Hector_Reyes ,thx a lot, this is indeed very helpful! ---
**Author:** ![anon13108826](https://avatars.discourse-cdn.com/v4/letter/a/ee7513/32.png) [@anon13108826](https://connect.superhuman.com/u/anon13108826)\ **Post date:** [February 18, 2021, 8:59pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/16 "2021-02-18T20:59:47Z")
This is cool. I am building the same but with a button to email the page to automate things a bit 🙂 ---
**Author:** ![SureKT](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/surekt/32/15336_2.png) [@SureKT](https://connect.superhuman.com/u/SureKT)\ **Post date:** [February 19, 2021, 12:13pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/17 "2021-02-19T12:13:54Z")
Hi @Hector_Reyes, I have been developing a similar app for the past year and I’d love to see yours and give you feedback! I’m sure I can help you improve and give you lots of tips on workarounds for several features 🙂 ---
**Author:** ![lars\_hofstetter\_10TIMES\_io](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/lars_hofstetter_10times_io/32/17865_2.png) [@lars\_hofstetter\_10TIMES\_io](https://connect.superhuman.com/u/lars_hofstetter_10TIMES_io)\ **Post date:** [February 19, 2021, 5:12pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/18 "2021-02-19T17:12:40Z")
HI Christian and @Hector_Reyes, Here is my template. I do all of the invoicing here. It can be made better for sure. But it works. I have the You can do products and services. Thanks Hector for sharing as well. I think I can take some stuff from yours! Also some stuff is in german, sorry for that 😉 > **[Invoicing by 10TIMES.io](https://coda.io/@larshofstetter/invoicing-by-10times-io)** ---
**Author:** ![Christiaan\_Huizer](https://yyz1.discourse-cdn.com/coda1/user_avatar/connect.superhuman.com/christiaan_huizer/32/28269_2.png) [@Christiaan\_Huizer](https://connect.superhuman.com/u/Christiaan_Huizer)\ **Post date:** [February 19, 2021, 5:51pm UTC](https://connect.superhuman.com/t/who-is-using-coda-to-manage-their-finances/21544/19 "2021-02-19T17:51:16Z")
many thanks @lars_hofstetter_10TIMES_io , I read German rather well and I worked a bit for FlixBus, that was very German 😉 the structure is interesting and inspiring, thx! once I am a bit futher I’ll share the version I work on. you are in Switserland, right?