CompiledSanity Personal Finance Sheets
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  • Hello & Welcome!
  • Official Website
  • Official Subreddit
  • Changelog
  • Patreon
  • Getting Started
    • Initial Steps
    • Updates & Migrations
    • Sheet Options Tab
    • Recording a Month
    • FAQs
  • Investments
    • Cash
    • ETFs & Shares
    • Managed Funds
    • How to find an Asset Ticker
    • Dividends
    • Property
    • Crypto
  • Sheet Tabs
    • Net Worth
    • Budget
    • Retirement
    • Liabilities & Debts
    • FIRE 🔥
    • Other Assets
    • Side Income
    • History
    • Capital Gains Calculator
  • General Information
    • Algorithmic Investing
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  1. Getting Started

Initial Steps

How to get started with the CompiledSanity Finance Sheet

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Last updated 3 months ago

Getting Started

Get started with the sheet in 5 easy steps. These are outlined below:

1

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

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 running the sheet is bundled with the sheet. This is so the code can reviewed for full transparency & ownership, and can't be changed by anyone but you.

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

3

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

4

Select the Sheet features that are relevant to you to personalize the sheet to your liking.

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!

Only update cells that are coloured yellow like the above.

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.

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

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.

v2 and above.
Please also see the Privacy FAQ here.