Effortless Finance Tracking: A Spreadsheet Template That Auto-Categorizes Your Transactions
Copy this free spreadsheet template and start tracking with joy
Many people are still using Spreadsheet to track their finance, one of the biggest tasks for them is to categorize transactions correctly, so that they can gain many useful financial insights.
Such as a category distribution
Share A Spreadsheet Template
This shared template is super simple, each field has clear annotation to explain how to use it:
- Date: time string, ISO format.
- Name: transaction name — critical one that auto categorization relies on.
- Merchant: merchant/vendor name.
- Category: category name-the one this template will auto fill based on your transaction name.
- Amount: the value of the transaction.
Quick Demo
How it works?
As the template setup instructions call out — the template use “Apps Script” to categorize your transactions into categories through Fina’s free auto-categorization API, check this article to see how the API was built.
It basically served through a ML model trained by Fina team that takes transaction names and categorize it into a preset categories that mostly used in daily life.
Important Note
After copying the template into yours, you can start adding your own transactions, and see category field to be filled automatically. But it requires a trigger to be added to your copy since trigger doesn’t carry over in template copying.
Follow the “Setup Instructions” sheet tab in the copied spreadsheet to add a trigger in your spreadsheet, and everything should be work properly.
Cheers!
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