How I Track and Plan Personal Finances in Airtable
6 min readMar 18, 2022
Why I track my finances manually
- There are many apps available to track expenses and I’m almost certain that this is the most convenient and accurate tool if you live in a country where the app is compatible with the banks that you use. Because I live in Trinidad, many, if not all of the apps that I’ve come across, do not allow connections with our local banks.
- Entering every expense and keeping to a regular “base update routine” has helped me to be more mindful of my spending. While I’m not a big spender generally, I tend to spend more than I should on things like food, in particular, sushi. Knowing and seeing that I’ve already spent x amount on sushi for the month, I tend to think twice before placing another order.
What I need in a finance planner
- Tracking of: income, expenses, savings, projects and transactions involving other persons.
- Budget
- Logging of recurring bills
- Asset tracker
- Monthly review of total income, expenses and savings
To Note
- This base is built specifically for my needs and therefore it’s certainly not ideal for everyone. Some of the tables, like budget for example, do not actually work as a budget in the traditional sense and are still being planned out.
- I built this base and started using it at the…
