Financial Freedom - Smart Sheet + App System
The Best of Both Worlds
Keep complete control of your data in a Google Sheet while getting powerful analytics, AI categorization, and beautiful insights through our web app.
Your Google Sheet
- ✓You own your data - Everything stays in your Google Sheet
- ✓Two key tabs: Transactions + Savings tracking
- ✓Full control: Edit, categorize, analyze directly
- ✓Privacy first: No vendor lock-in
Our Web App
- ⚡AI categorization: Auto-categorize transactions
- ⚡Beautiful analytics: Charts, trends, insights
- ⚡Smart imports: CSV upload & bank statement processing
- ⚡Financial runway: Track your path to freedom
Ready to Transform Your Finances?
Start with the sheet, then supercharge it with our app
How It Works
Upload a Bank Statement
Upload a Bank Statement and map data to a unified structure.
Categorise your Expenses
Categorise expenses and automatically save them to your Google Sheet.
Get Financial Insights
Get financial insights and track your financial runway.
Choose Your Workflow
Sheet-First Approach
- • Manually enter transactions in your sheet
- • Categorize and analyze directly in Google Sheets
- • Use built-in formulas for runway calculations
- • Perfect for spreadsheet lovers who want full control
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App-Powered Approach
- • Upload bank statements & CSV files automatically
- • AI categorizes transactions instantly
- • Beautiful charts and financial insights
- • Data syncs back to your sheet automatically
Jessie T.
Software Engineer
"I love that I can choose how to work with my data. Sometimes I prefer the spreadsheet for detailed analysis, other times I use the app for quick uploads and beautiful charts. Having both options is perfect!"
Step-by-Step Instructions
Upload and Map Your Bank Data
Upload your bank statements directly through the web app - if you don't have a copy of the sheet yet, don't worry, we'll create a new one with your transactions.
Review AI Categorization
Our AI automatically categorizes your transactions. Review and adjust the suggestions to match your preferences. If you have existing data, the categorisation will be much more accurate.
Review Your Data
Review your data and get closer to your goals
✨ The Result
All your categorized data automatically syncs back to your Google Sheet, giving you the best of both worlds - powerful app features with full data ownership.
Alternative: Sheet-Only Workflow
Prefer to work entirely within Google Sheets? You can still get AI-powered categorization with our extension.
Get the Expense Sorted extension from the Google Sheets™ Extension Marketplace
Monthly Process:
- Start by training the model on your current expenses so it knows how to categorize your future expenses.
- Add your new expenses from your bank account to the new_transactions sheet and categorize via the extension.
- Copy all transactions to the Expense-Detail tab and adjust categories as needed.
- Update the Monthly Expense tab with the new month's data.
- Review your financial progress in the Expenses vs. Saving tab.
To get into the right mindset, I recommend reading: Financial Freedom Doesn't Mean You Need To Be Rich