Recording a Month

Recording a month locks in your asset values at a certain moment in time, enabling you to gain a sense of progress month to month. This will then be reflected in graphs and tables throughout the shee

How to record a month

1

Update any tabs that have changed since last month to bring all your balances up to date.

For most, this is usually the Cash and Retirement tabs, or any investments that you have not already entered. This gets quite simple once you have run the sheet a few times.

2

Go to the Net Worth tab and press the Click to record month & update Sheet button

3

Select whether you are recording for the current month, or a past month.

• If you select yes, the current month will be updated (preferred).

• If you select no, you will be directed to Step 4 to select the month to update (lookback recording).

4

[Lookback Recording] If you pressed No in the screenshot above, and want to update a past month, select the month you want to update in the dropdown.

• Please note - Lookback recording is only offered if you have previously recorded at least one month. This is so the sheet is properly initialised at least once.

• If you are recording for a month in the past, the numbers saved will be the numbers currently shown in the sheet. They will not be automatically looked up historical numbers.

• After clicking select month the "Running Script" info box may disappear, but processes are still continuing in the background.

• If you do not have any months populated in the dropdown, this may be because you have multiple Google Accounts logged in. There is a current bug in Google Sheets where this dropdown will only populate when one account is signed in.

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That's it! The sheet may do some number crunching from anywhere between 20 seconds to a minute. After the process has been completed successfully you should receive a summary pop up and email.