Overview
Connect your sheet in Settings to get started
Balance
Income
Expenses
Transactions
Spending by category
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Monthly cash flow
Recent transactions
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Transactions
All records
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Recurring
Schedule repeating transactions
Add recurring transaction
Your recurring items
Settings
Categories
Sheet column structure
A — Date 02/16/2026 MM/DD/YYYY
B — Description Chipotle Free text
C — Category Food Restaurants From your groups below
D — Type Expense Expense or Income
E — Amount 11.17 Positive number
F — Person Anthony Anthony, Pocha, or Shared
G — Time 14:32:10 HH:MM:SS
H — Recurring TRUE Auto-set
Category groups

Groups organise your categories in the transaction form and filters. Rename groups, move categories between groups, or add new ones.

Update category tag

Replace one category with another across all matching transactions.

One-time duplicate cleanup

Find transactions with the same date and amount. Preview duplicates, then delete the extras.