Welcome to CashSheet
Quick Start Guide
1. Template Selection
Choose the budget template that best reflects your financial situation (you can easily edit items in the template, or skip this step all together if you'd like to manually create your Budget Categories)
2. Enter Accounts & Upload Transactions
Enter the accounts you want to record cashflows for (savings, credit card etc.). You can then upload a CSV file of all recent transactions (ideally 6+ months) and categorise each one. CashSheet will then work out your usual cashflow pattern and pre-populate your Cashflow Rules (or you can skip this step if you'd rather manually enter your Cashflow Rules)
3. Budget Rules
Review the Cashflow Rules that CashSheet created and adjust them as required to make sure all cash inflows and outflows are captured. Choose the time period you'd like the spreadsheet to run for and Download your file (don't forget to enable editing!)
Power Up
1. Pro Plans
Want to unlock additional functionality? Check out what's available in our Pro Plans
2. Feedback
We'd love to hear your feedback on how we can improve CashSheet. Let us know your suggestions here
3. Affiliates
We think the best form of marketing is happy customers. Register as an affiliate to earn money for any paid subscribers you send our way