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Welcome to your Spending Tracker! 🎯

Let's set up your personalized budgeting experience in just a few steps.

First, let's connect to your Google Spreadsheet

Go to Google Sheets, create a new spreadsheet, and copy its ID from the URL.

Example URL:
https://docs.google.com/spreadsheets/d/1oqS9MSo3XVw95jNPX-Lz0um-ookdlbM4uWzDtWyL3bU/edit
The highlighted part is your Spreadsheet ID
This will be used to connect your app to your spreadsheet

Setup Apps Script πŸ“Š

Now we'll set up the Google Apps Script to connect your spreadsheet to the app.

βš™οΈ Step 1: Copy & Deploy Apps Script

  1. Go to Google Apps Script
  2. Click "New project"
  3. Replace the default code with the code below (it's already customized with your Spreadsheet ID!)
Apps Script Code (Personalized for Your Spreadsheet)
  1. Paste the code into your Apps Script editor
  2. Click "Save" (πŸ’Ύ)
  3. Click "Deploy" β†’ "New deployment"
  4. Choose "Web app" as the type
  5. Set "Execute as" to "Me"
  6. Set "Who has access" to "Anyone"
  7. Click "Deploy" and copy the Web App URL
Should look like: https://script.google.com/macros/s/YOUR_SCRIPT_ID/exec

πŸ”— Step 2: Test Connection

Let's make sure everything is working correctly.

Click "Test Connection" to verify your setup

Set Up Your Accounts 🏦

Add the accounts you'll be tracking (checking, savings, credit cards, etc.)

Customize Categories πŸ“

Modify or add expense categories that fit your spending habits.

Almost Done! ✨

Just a few final details to personalize your experience.

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New Transaction

Success! Transaction added!

Recent Transactions

Date Payee Category Amount Type Account Actions
Loading transactions...

Recurring Transactions

All Recurring Transactions

Payee Category Amount Type Frequency Next Due Status Actions
Loading recurring transactions...

Financial Charts

Expenses by Category

Expenses vs Income

Expenses by Category (Ranked)

Settings

Appearance

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Current Configuration

Actions

πŸ“–

App Features Overview

πŸ’° Transaction Management

  • Add Transactions: Record income and expenses with details like payee, category, amount, and notes
  • Edit & Delete: Modify or remove transactions as needed
  • Multiple Accounts: Track transactions across different accounts (bank, cash, credit cards)
  • Categories: Organize spending with customizable categories

πŸ”„ Recurring Transactions

  • Automated Processing: Set up recurring income or expenses (daily, weekly, monthly, etc.)
  • Smart Scheduling: Transactions are automatically processed when due
  • Status Tracking: Monitor active, inactive, overdue, and due transactions
  • Flexible Management: Edit or delete recurring transactions anytime

πŸ“Š Analytics & Charts

  • Spending Overview: Visual breakdown of expenses by category
  • Income vs Expenses: Compare your income and spending patterns
  • Trend Analysis: Track financial trends over time
  • Period Selection: Analyze data by day, week, month, or custom date ranges

βš™οΈ Customization

  • Custom Accounts: Add your own bank accounts, cards, or cash sources
  • Custom Categories: Create categories that match your spending habits
  • Currency Selection: Choose your preferred currency
  • Privacy Mode: Hide sensitive information with one click

☁️ Cloud Sync

  • Google Sheets Integration: All data stored securely in your own Google Spreadsheet
  • Real-time Sync: Changes are automatically saved to the cloud
  • Access Anywhere: Your data is accessible from any device
  • Data Ownership: You own and control all your financial data

πŸ’‘ Tip: This app is designed to help you understand your spending patterns and make informed financial decisions!

πŸ”„

Reconfigure Settings

This will restart the setup process with your current settings prefilled. You can modify any settings you want to change.

⚠️

Reset All Data

Warning: This will permanently delete ALL your configuration, accounts, categories, and settings. This action cannot be undone.

Are you absolutely sure you want to continue?

⚠️

Delete Transaction

Are you sure you want to delete this transaction? This action cannot be undone.

✏️ Edit Transaction

βž• Add Recurring Transaction

✏️ Edit Recurring Transaction

⚠️

Delete Recurring Transaction

Are you sure you want to delete this recurring transaction? This will stop all future automatic transactions but won't affect already created transactions.