• Head over to Airtable.
• If you don't have an account yet, go ahead and sign up for a free one.
• Already have an account? Just log in with your details.

• Once you're in, click on the "Add a base" button.
• Choose “Start from scratch” to kick off a new base.
• Name your base something like "Expense Tracker," and pick an icon and color that you like.
• Hit “Create.”

• Rename the default table to "Expenses" (just double-click to rename).
• Tweak the existing columns and add new ones as you need. For an expense tracker, you might want:
• Date: Use the "Date" field type.
• Category: Use the "Single select" field type (e.g., Food, Travel, Office Supplies, etc.).
• Description: Use the "Long text" field type.
• Amount: Use the "Currency" field type.
• Payment Method: Use the "Single select" field type (e.g., Cash, Credit Card, Bank Transfer, etc.)

• For the “Category” field, click on the field name, select “Customize field type,” and add options like "Food," "Travel," "Office Supplies," or any other categories that fit your expenses.
• For the “Payment Method” field, do the same to add options like "Cash," "Credit Card," "Bank Transfer," etc.

• Enter a few rows of sample data to make sure your table is working as expected.
• Example:
  • Date: 2023-10-01
  • Category: Food
  • Description: Lunch at restaurant
  • Amount: $15.00
  • Payment Method: Credit Card

• Create different views to analyze your expenses:
• Grid View: Default view, great for data entry.
• Calendar View: Handy to see expenses by date.
• Kanban View: Use categories as columns; this helps visualize spending by category.
• Gallery View: Useful for more descriptive records if you add attachments, like receipts.

• Use filters to show only the data you care about. For example, filter by the current month to see recent expenses.
• Group your expenses by category or date to better track where and when you’re spending the most.

• Create a form view for easier data entry.
• Go to the “View” section, select “Form,” and customize the form fields you want to include.
• Share the form link via email or embed it on a website for easy data entry.

• Set up Airtable Automations to get reminders or notifications when certain conditions are met.
• Example: Set up an automation to email you whenever you exceed a daily spending limit.

• Regularly download your data for backup. Go to the upper right corner, click on the ellipsis (...) and select "Download CSV".

Now, your expense tracking system is set up in Airtable, ready to help you manage and analyze your expenditures efficiently.