GalleryDocsPacks
Filter by scenario
InvoicesCalculatorsBudgets
InvoicesCalculatorsBudgets

Docs in Finance

Copyable
Split Costs with Friends
Easily split costs from rent or travel with friends, family, or roommates
Finance Starter Kit
A starter kit for finance and operations professionals to streamline your processes in Coda
Utility bill tracker
Track and analyze all your utility bills in one place.
Financial Statements
Create basic financial statements, including a balance sheet and income statement.
Stock Market Investment Club
Keep track of your investments and ideas together 🚀
Venture Capital Portfolio Tracker
Easily keep your team up to date of investments by fund, partner, and company.
Madrona Venture Group's Investment Decision System
Madrona Venture Group's process for evaluating new investment opportunities.
Personal Sales Tracker
Track your deals as fluidly as our prospects engage with us
Time & Money v2
Time & Money: A prototype financial modeling platform with big advantages over spreadsheet-based modeling
Inventory Planning
This doc helps you make more accurate inventory purchase decisions.
Strategic Investor Worksheet
One place to manage and keep track of angel or strategic investors for your new company.
Vendor Scorecard for Inventory Management
Track the performance of the vendors you're purchasing from to better estimate everything from lead times to damage rates.
Shared Expense Tracker (for Housemates!)
Track and split expenses across a group of people
[Template] Time series scenario modeling
How to use Coda to create dynamic time series models with simple scenario evaluation
The Ultimate Tax Prep Organization Hub
How to organize your tax documents and slash your tax bill.
Mortgage Planner
Plan your home mortgage to save thousands in interest and reduce your pay-off time by years
Tracking Suppliers & Purchase Orders
This Coda doc allows you to tracks purchase orders to your suppliers.
Stitch Fix Discount Calculator
Wilson's Guide to Adding New Shopify Products
This doc provides a reliable and straightforward way to create new products on Shopify.
Credit Card Churning Catalog
Churners rejoice! Track all of your annual fees and cards to cancel in one doc.
120+ COVID Discounts
The best discounts in software, education, fitness, entertainment, and more.
Managing Production
Whether you're optimizing pizza production, manufacturing widgets, or building the first rocket to Mars, this doc helps you manage production. Build up finished products via the individual components, tracking shortages, margins, and reorder points as you
Investment Property Revenue Calculator
A Guide to Understanding Rental Property Expenses
Sales Tax Nexus
Running an e-commerce business in the United States? Use this Coda doc to discover in which states you need to pay sales tax.
DAD SANDALS Cost Sharing
Track and split expenses between friends, roommates, travel buddies, or more
Intent HQ's Sales Forecaster
Intent HQ's Sales Forecaster
Dreamline Calculator by Tim Ferriss
This step-by-step calculator helps you define your dreams and achieve your ideal lifestyle.
Electric Car vs Gas Car Price Comparison
Shopify + Coda Starter Kit
Sync data between Shopify and Coda with the click of a button. Add products, edit prices, process orders, all from your Coda doc.
Home Remodeling Shopping List
This home remodeling shopping list template helps you manage items you need to purchase, helps you save costs, and build the home of your dreams. Item lists are taken from Lowe's for Pros and structure taken from LifeStorage.