Monthly Snapshot
A platform to help keep a pulse on your financial health
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April 22, 2026
Looking for feedback on my finance tool!
Hey everyone, I've been building and using this tool for the past 12 months and wanted to take a step out of my comfort zone and see if anyone would be kind enough to offer some feedback! I've added features as I've gone along that have been very useful in my financial journey, and I think other people might find them useful as well. Thanks in advance if anyone checks it out :)
1 Comment
It is such a relief to finally move away from clunky spreadsheets that always seem to break the moment you add a new custom calculation. Most people don't realize that the real problem with manual tracking isn't the data entry but the mental energy it takes to keep all those tabs organized and up to date every month.
Since you’ve been using this yourself for a year what’s the one custom insight you built that actually changed how you spend your money compared to when you were using a regular sheet?