Income and expense tracking
Review your monthly figures and explore spending by category. Keep transfers and reimbursements distinct from everyday income and expenses.
Google Sheets · Budget and expense tracker
Your personal finances, clearly in view.
A personal finance dashboard for Google Sheets that brings income, expenses, monthly budgets, subscriptions and savings goals into your own spreadsheet.
- Purchase
- One-time payment
- Editions
- English + Spanish
- Your data
- Your Google Drive
- Bank connection
- Not required
Coming soon. Explore the product and its features.
Product screenshots show the Spanish edition with fictional data. A separate English edition is included.
The template
A clearer view of your money, month by month.
Record a transaction once and let the spreadsheet recalculate the related summaries and charts.
A monthly budget
Set a budget by category and compare it with your recorded spending. See where you are within budget and where a closer look may help.
Subscriptions and goals
Keep recurring costs and savings goals alongside your main dashboard, so you can review them as part of the same routine.
Getting started
How to use your personal finance spreadsheet.
- Create your own copy. Open the delivery guide, choose the English or Spanish template and save a copy to your Google Drive.
- Set up your accounts and categories. Choose one base currency per file. Amounts are not automatically converted between currencies.
- Add your transactions. Enter them manually or import a CSV, Excel file or pasted table from a computer. Review mappings, categories and possible duplicates before incorporating the rows.
- Review the month. Compare spending with your budget, review recurring costs and update your goals.
When you first use the Sendaris menu, Google asks you to authorise the spreadsheet's automations. Sendaris does not ask for your bank password or connect to your bank.
A closer look
See the Sendaris style in motion.
Explore income and expenses, understand your spending by category, and track your goals in one dashboard. Product visuals are shown in Spanish.
One product, two editions
English and Spanish in the same purchase.
Two separate templates
Choose the language you prefer. The editions are separate Google Sheets files, rather than an in-file language switch.
Guides and personal licence
Copy links, getting-started guides and a licence for personal or household use. Redistribution and resale are not included.
Email support
Help with access, creating your copy and product issues. Response within three business days; customisation and financial advice are not included.
Planned launch price: €19 for the first 30 days after sales open, then €24. The launch period has not started. There is no recurring subscription to Sendaris.
Before you start
Personal finance dashboard FAQ.
Is this a website app or a spreadsheet?
The product is a Google Sheets template. The interactive website demo is a simplified illustration with fictional data, not the application you purchase.
Does it work in Microsoft Excel?
The template is designed for Google Sheets and uses its automations. Excel compatibility is not promised. Importing an Excel statement is a separate feature.
Can I use it on my phone?
You can view and record transactions in the Google Sheets mobile app. Use a computer for initial setup and importing files.
Does it sync with my bank?
No. Add transactions manually or import supported files. Charts recalculate from the data in your spreadsheet; bank transactions do not arrive automatically.
Can I track several currencies?
Each file has one base currency. Changing its setting changes formatting, not exchange rates or the underlying amounts.
What can I import?
CSV files, Excel files and pasted tables. Bank formats vary, so you may need to map columns. PDF statements are not supported, and possible duplicates require review.
Do I need a paid Google account?
You need a Google account and access to Google Sheets. The template does not require a paid Sendaris subscription.
Explore before you decide.
See the product with sample data. Coming soon.