The Pika Finance tracker

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Most finance trackers just tell you where your money went. Pika Finance OS tells you if you are making the right moves.

Designed by Pika Notion, this system moves beyond simple tables. It uses a "Split-Database Architecture" to keep your Income and Expenses organized, while a powerful "Monthly Allocator" acts as the brain of the operation. It doesn't just do math; it gives you feedback.

🚀 Key Features

• The "Financial Coach" Formula: A complex logic engine that checks your budget against 9 different scenarios. It distinguishes between "Good Savings" and "Bad Debt" and gives you specific advice (e.g., "🎉 Awesome! You are saving extra" vs "⛔ Delusional: You can't afford to save this much!").
• Smart Planning vs. Reality: A dedicated planning module that lets you set goals at the start of the month and compares them to your actual income as it flows in.
• Visual Command Center: Professional charts that automatically stack your income for volume analysis while separating expenses for category comparison.
• Zero-Friction Logging: Separate databases for Income and Expenses prevent data clutter and keep your financial history clean.

🛠️ How to Use Pika Finance OS

1. The Setup (Day 1 of the Month) Open the Monthly Allocator database and create a new month (e.g., "January Plan").

• Enter your Estimated Income.
• Type in your desired allocation percentages (e.g., 50% Needs, 30% Wants, 20% Savings).
• Watch the Magic: The "Validation Check" column will instantly react. If you try to allocate 110% of your money, it will flag it as "🔴 Critical". Adjust your numbers until the system gives you a "✅ Perfect Balance" or "🎉 Awesome" rating.

2. The Execution (Daily)

• Got Paid? Log it in the Income database. Link it to the "January Plan" to see your "Actual Income" bar fill up on the dashboard.
• Bought Coffee? Log it in the Expenses database. Tag it as "Wants" or "Needs."

3. The Review (Weekly/Monthly) Check your Dashboard.

• Are you staying within the limits you set in step 1?
• The system will automatically warn you if your "Wants" category is eating into your "Needs" budget.

Created by Pika Notion I build complex, enterprise-grade Operating Systems for businesses and individuals.

Need a custom system for your company? Contact Us
Contact@pikanotion.com