Track your personal cashflow | Finances in Airtable

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Tracking your personal spending compared to your income is the key to cashflow management. Learn how to get better insights into your personal finances using this template in Airtable! 👇

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Part 1 of this video:

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Table of Contents: 📖 👇

00:00 - What this video covers
01:43 - High level recap
03:02 - Explaining the "Cash In" Table
05:38 - Explaining the "Income Source" Table
06:35 - Putting it together in the "Cash Position" Table
10:44 - Cash Position vs Net Worth
11:21 - How to Get More Help!

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Software Resources (may contain affiliate links): 💻 👇

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#GAPConsulting #GarethPronovost #Airtable
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Brilliant - just what I needed! Thank you 😀

Maria-dnfs
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I am literally just exploring different software programs for claims and billing. I am wondering, serious question, why not just use quickbooks? I have quickbooks and still use spreadsheets.
Also wondering why you wouldn't just use a spreadsheet? I have no experience with airtable so I am genuinely interested in streamlining my finances and other processes.

HealthandBeautyAP
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THanks!!
Question:
What is the reason to use three tables (Cash In, Cash Out, Cash Position) and linking them vs 1 table and have the "flow direction" as a single select field.
Since with 3 tables, each transaction made will use 2 records and for the other business who sell cheaper products in volume, reducing record usage to 50% could be critical.

VaskenBakalian
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How would you track an investment account like stocks, etfs or any other asset, where there is now downpayment or ammortization period?

GuyReactsChannel
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What can the credits gained from referral be used?

Confirm
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Can i get Airtable template for this training?

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