Documentation
MonetrixOS for Google Sheets
Everything you need, from buying your licence to everyday use.
Getting started
Overview
What MonetrixOS for Google Sheets is, what you need to start, and how these docs are organised.
Buying & your licence
What you get for $9.99, how buying through Whop works, what arrives by email, and what one licence covers.
Install the add-on
What you need before you install MonetrixOS for Google Sheets, how to install it, and where to find it in your spreadsheet.
Google permissions explained
The one-time permission prompt from Google, in plain language — what each permission lets MonetrixOS do, and what it doesn't.
Activate your licence
Where to find your licence key, how to activate your workbook, what each error message means, and how to check your licence status.
Setup wizard
The three setup steps — language, currency and calendar; household members and loan lenders; building your workbook.
Using the workbook
Dashboard
The Dashboard tab — choosing a period, net worth, profit and loss, spending breakdowns, member detail, cashflow trend and your commitments.
Transactions & auto-categorization
Recording income and expenses in the Transactions tab or the sidebar, what fills in by itself, and how auto-categorization learns from you.
Movements
Recording transfers between your own accounts, so balances stay right without counting as income or spending.
Accounts
Setting up your accounts — types, opening balances, the default account — and how current balances are calculated.
Budgeting
Setting spending limits by category, sub-category, account or member, choosing a period and an alert threshold, and what each status and the monthly rollover mean.
Savings & Goals
Setting savings goals with a target amount and date, tagging transfers with a goal code, and how progress and status are calculated.
Loans
Tracking what you owe — lenders, total due, monthly payment and interest rate, loan codes on repayments, past payments and future payments, progress and status.
Recurrings
Rules for payments that repeat — frequency codes, start and end dates, automatic daily posting and Process now.
Budget History & Net Worth History
The two tabs MonetrixOS fills in by itself every month — budget snapshots and your net worth over time.
Household members & sharing
Adding the people in your household as members, and sharing your workbook with up to 5 people.
The sidebar
The sidebar app
The MonetrixOS sidebar next to your sheet — the Home screen, the bottom bar (Home, Ledger, Movements, More) and how each screen works with its tab.
Analytics & debt payoff
The sidebar's Analytics — spending by category, trends, budget health — and the snowball and avalanche debt payoff planner.
Settings & automation
Settings
Every option in the sidebar's Settings — language, currency, fiscal month, week start, auto-open, about, workbook updates, demo data and resetting the template.
Automation schedule
What MonetrixOS does in the background — daily recurring items, the monthly budget rollover and net-worth snapshot, auto-open, automatic updates and instant recalculation.
Workbook updates & your data
How MonetrixOS updates your workbook's structure for new features, why your data is safe, and what to do if an update doesn't finish.
Help
Troubleshooting & FAQ
Fixes for common problems — licence and activation, copied workbooks, the sidebar, numbers that don't add up, automation — and answers to frequent questions.
Privacy & data
What stays in your spreadsheet, what the licence check sends and stores, and where to read the full Privacy Policy.