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WorkspaceDokki

Personal Finance

Log what comes in and goes out, and let a Budget Coach agent total each month against your budget.

Use templateSee what's inside

Creates a new workspace for you.

v1 · Published Sep 26, 2026

What you get

  • 2 documents
  • 2 tables
  • 1 agent
A Transactions table with category, type, amount, date and account; a Budget table with a monthly limit per category; a Start here guide and a Monthly review page. There are no formulas to maintain: the Budget Coach totals your spending by category, writes what you've spent and whether you're under or over into Budget, and drafts the month's income, spending and savings in Monthly review for you to check.

First thing to try· About 15 minutes

Log a week of real spending

Replace the sample rows in Transactions with what you actually spent this week, set a monthly budget for three categories in Budget, then ask the Budget Coach: “How am I doing this month?”

You will know it worked when

Budget shows what you've spent in each category, and which ones are close to the limit.

Before you start

Nothing to connect.

What stays behind

A template copies the work, never the access.

  • Members, sharing and per-resource roles
  • Comments, version history and run records
  • Connection authorizations, OAuth grants and API keys
  • Webhook URLs, signing secrets and live schedule state

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