Initial Steps

How to get started with the CompiledSanity Finance Sheet

Getting Started

Getting started with the Sheet involves 5 easy steps. These are outlined below:

Please note that all screenshots and steps in this guide are for v2 and above.

Step 1 - Click File > Make a Copy and save the Sheet where you'd like in your Google Drive.

Step 2 - Click the Initialize button to initialize the Sheet. This step gives the sheet permissions to run the behind the scene processes that will update your numbers when you record your month.

You may receive a popup saying this app isn't verified.

This is because the code driving the Sheet hasn't been externally published. This is so the code can be bundled with the Sheet for full transparency & ownership. If you would like to view the code driving the Sheet, feel free to audit this code yourself via Tools -> Script Editor. This code has been independently verified by many members of the community. Please also see the Privacy FAQ here.

To proceed click advanced in the bottom left and 'Go to CS Personal Savings Sheet v2'.

Step 3 - Read the Disclaimer and click "I accept" if you agree to these conditions.

Step 4 - Select the Sheet features below that are relevant to you to personalize the Sheet to your liking.

Step 5 - Working from left to right through the various tabs (with the help of the other pages in this guide), go through all the different tabs and update the cells that are yellow to input your information. Everything else is automated!

And that's it! That's all you need to do to get the Sheet setup. Please next read the instructions on how to record each month and store your history.

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