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Filter your bank statements in Coda.io

Enjoy the Filter Power in the CFL

This blog is about the filter you see below. I created it in 20 seconds and it does something that is not so easy anywhere else, like in a spreadsheet.

The use case behind it, was a question from a friend to run through bank statements to check monthly payments. Every months a few payments where made to a bank (loan) and the result should be every month the same. Thus if we need $ 100, it can have various building blocks, but as long as the total is $ 100 each month, it is fine. What I had to do was to filter on month and year and on the person who made the payment.

We also had to check on money coming in and getting out. Incoming means a plus, outgoing translates as a negative number. Boolean logic is our friend as you see below:

filtering on money getting in

While this rather easy in Coda it is not so obvious elsewhere. As you see we filter on 4 properties:

  • the month
  • the year
  • the person
  • positive amount

The last two are rather easy. They construct a filter you apply often. The main reason for writing this blog is that you can filter on the properties of a date. Thus on the month and the year using the ‘thisRow’ logic. Give me every row that has the same value as thisRow and for that row give me the amount etc. So elegant and easy in Coda.

It is mainly because of the power of the Coda Formula Language that I bet on the product. Yes there are other great pluses, but on a scale of 1–10, the CFL rates 11.

I hope you enjoyed this article. If you have questions feel free to reach out. Though this article is for free, my work (including advice) won’t be, but there is always room for a chat to see what can be done. Besides you find my (for free) contributions to the Coda Community and on Twitter

My name is Christiaan and I support SMB with calculations (budgets and planning) and I prefer using Coda to get the job done.

Coda comes with a set of building blocksーlike pages for infinite depth, tables that talk to each other, and buttons that take action inside or outside your docーso anyone can make a doc as powerful as an app (source).

Not to forget: the Coda Community provides great insights for free once you add a sample doc.

Christiaan — Coda Expert — on: “Filter your bank statements in Coda.io”

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Christiaan Huizer

Christiaan Huizer

I use Coda mainly for planning & calculations of all sorts. Follow me to learn how to Coda with numbers. I blog at least once per week.