Overview

MonetrixOS for Google Sheets is a Google Sheets add-on that turns a spreadsheet into a complete system for your money: what comes in, what goes out, what you save and what you owe. It lives in your own Google Sheets workbook.

Screenshot coming soonoverview-dashboard

• A Google account, to use Google Sheets.
• A computer: the add-on runs in Google Sheets in a web browser, not in the Google Sheets mobile apps.
• A MonetrixOS licence: $9.99, paid once. See Buying & your licence.

1. Buy a licence.
2. Check your email. You receive your licence key and getting-started instructions.
3. Install the add-on. Your licence email explains how.
4. Open the add-on and give Google permission. Each person does this once.
5. Enter your licence key.
6. Follow the 3-step setup wizard. Your workbook is built automatically.

Your workbook has a tab for each part of your finances:

• Dashboard — the overview of your money for a period.
• Transactions — your income and expenses.
• Movements — transfers between your own accounts.
• Accounts — where your money is kept.
• Budgeting — your spending targets.
• Savings & Goals — what you are saving for.
• Loans — what you owe and your progress paying it off.
• Recurrings — payments that repeat.
• Budget History and Net Worth History — monthly snapshots.

The add-on also has a sidebar, a compact view of your money that opens next to the sheet.

The add-on works in English, French, Spanish and Arabic. You choose your language and your currency when you set up the workbook.

One licence covers one workbook, shared by up to 5 people. See Household members & sharing.

• Getting started — buying, installing, activating and setting up.
• Using the workbook — a guide to each tab.
• The sidebar — the compact view next to your sheet.
• Settings & automation — preferences, what runs in the background, and updates.
• Help — troubleshooting, questions and your data.