We are a pre-revenue startup. We want to build a Company Budgeting System on Coda. This should cover monthly/annual budgets for all the teams inside the company. The managers or team leads would be checking this on a frequent basis to maintain their expenses. How should i approach this? If someone has used/built a similar thing, please share! If not, please share links of similar templates or youtube videos on this. Thanks
HI Mehul,
Welcome back!
Even as an enthusiastic Coda supporter, my first questions HAS to be, why not use an accounting package?
If you do want to use Coda, I would suggest the following:
- A chart of accounts table, with a list f all the accounts you will be using
- A transaction table(s) with the details of the amounts per month per account.
Whether you use a single table for actuals and budgets, or split them into two is a matter of personal choice.
For your actuals you can upload the electronic info your bank provides. Depending on your country there is also the possibility of using a pack to communicate with your bank. - Reporting tables and views that allows you to view the information as needed, eg budget vs actual, Year to date, monthly, etc.
Enjoy!
Piet
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