# Initial Steps

## Getting Started

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

<figure><img src="/files/fyZqyW8zwxTjwPU6uz0r" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Please note that all screenshots and steps in this guide are for [v2 and above.](https://cspersonalfinance.io/#download)
{% endhint %}

{% stepper %}
{% step %}
**Click File > Make a Copy and save the Sheet where you'd like in your Google Drive.**
{% endstep %}

{% step %}
**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.*&#x20;

*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.*

*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.*](https://compiledsanity.github.io/#faq)

*To proceed click Advanced in the bottom left, and 'Go to CS Personal Savings Sheet v2'.*
{% endstep %}

{% step %}
**Read the Disclaimer and click "*****I accept*****" if you agree to these conditions.**
{% endstep %}

{% step %}
**Select the Sheet features that are relevant to you to personalize the sheet to your liking.**&#x20;
{% endstep %}

{% step %}
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!

<img src="/files/-MSurA3jPExHiJRKVZ6W" alt="" data-size="original">

*Only update cells that are coloured yellow like the above.*
{% endstep %}
{% endstepper %}

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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guide.cspersonalfinance.io/getting-started/initial-steps.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.