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How I automate my budgeting

How I automate my budgeting
By Aron Korenblit • Issue #73 • View online
Today at 1PM EST, I’ll be showing off How to autocreate any document with Josh Mamoud founder of Documint.
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Last week, Connor and I launched codemeetsnocode.com a community for low-coders. If you join, you’ll get access to the course we launched yesterday on how to build an e-commerce store using Stripe’s new payment links API. There are a few seats left with code FIRST100.
On to the update…

Heyo!
I’ve been musing on this newsletter a lot recently. It would be Sunday night and I’d think, do I really have in me to write something thought valuable about no-code by Wednesday morning?
My batting average so far has been two yes’ a month. And I have to admit that I wouldn’t always press send totally happy with my piece.
So, as is always the case when I hit a slump, I asked myself what is one thing I wouldn’t mind writing about. And it kind of hit me: time saving workflows. I spend a lot of my own time trying to save myself from tedious tasks.
So here’s the first in a series I’m name “How I” where I showcase time saving workflows.
How I automate my budgeting
Understanding where you spend your money is difficult. Transactions can happen across different accounts, in multiple currencies, some are shared etc etc.
In this workflow, I want to get an understanding of where I’m spending my money. I sync all of my bank accounts into one place and then auto-categorize each expense.
Workflow overview
To automate this workflow, I use fintable.io which sends sync all of my transactions to Airtable. Then I use Airtable automations to send myself a daily email with all of yesterday’s transactions and Airtable Apps to get an overview of my spending every month.
Step 1: Syncing your bank accounts with fintable.io
I pay for things using different cards depending on the currency or the points at play. The first step in my workflow is getting all of those transactions into one place so I can tag them to get an idea of spend per category like groceries or transportation.
My first financial sync tool was Tiller Money which syncs all your transactions into a google sheet. It’s great, highly recommend.
However, I wanted a relational database at my core so I can easily associate transactions to accounts. The fact that I work at the leading business relational database provider (although I’d never call it that) probably had an effect here. My first attempt was using Parabola to bring the transactions from the sheet into Airtable. This was clearly workflow overkill.
Luckily, Fintable.io came along. It can sync all of your bank transactions into one Airtable base. It uses Plaid, Fincity and a few more providers in the back-end to have wide bank account coverage. Simply set up your sync and your transactions will flow in!
Step 2: setting up your Airtable base
Next step is to structure your Airtable base. Fintable provides a template which is a great starting point. From there I add a single select to categorize each transaction.
Terrible category management
Terrible category management
Step 3: Automate & visualize
As a reminder of my overspending I like to receive a daily email with all of the transactions over the last 24 hours (it also helps for fraud detection). So I set up an email digest automation that sends me a neat email with all of those.
And finally, at the end of the month, I like to get a sense of exactly what categories are sucking money from my future self. For that, I use a mix of chart and summary apps in an Airtable dashboard.
I'm not proud of the month of September
I'm not proud of the month of September
With my finances on autopilot, I’m no better at managing my money but I do have better visibility into just how bad I am at it. Isn’t that what all of this is about?
From the interwebs
David from Webflow is looking for examples of Webflow’s impact. In case you missed his tweet, it’s not too late to chime in
David Hoang
A few candidates have asked me about the impact Webflow directly on our end customers (freelancers, small businesses, and building your startup). I’d love to share some stories with them of the impact they’d make on our product team here.
A ton of great resources on getting started with coding in this notion doc.
If you’re not following Naya yet, you should fix that. A great essay from her (and daily ones to follow).
Naya | Founder of Frauvis 🚢
⚙️How I Choose When to Code vs No-Code

👀 To code or no-code

#NoCode #ship30for30 day 16 https://t.co/eXeN661nro
Until next week, keep building!
Aron
PS Now that you’ve read the whole thing, tell me how I can make this newsletter 10% better? I’d appreciate it.
Final disclaimer: I may work at Airtable but views here (even about Airtable!) are my own :)
Did you enjoy this issue?
Aron Korenblit

Weekly thoughts on the working smarter not harder using no-code tools + a weekly Airtable tip. Written by Aron Korenblit

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