Wealth Tracking App

This tutorial assumes that Google Sheet - Wealth tracking spreadsheet tutorial has been completed.

Tracking your transactions

Setting up the data

  1. In the Data navigation section, select the + to add new data
  2. Select your Wealth spreadsheet
  3. Select all the tabs (Accounts, Categories, Sub categories, Payees, Transactions)

Edit Transactions

  1. Validate all data types
    • Date: Date
    • Amount: Price
    • Account: Ref to table Accounts
    • Category: Ref to table Categories
    • Sub category: Ref to table Sub categories
    • Payee: Ref to table Payees
    • Description: LongText
    • Tax related: Yes/No
  2. Validate all initial values
    • Date: TODAY()
    • All others should be empty
  3. Add virtual column
    • End of month: Date
      • App formula: EOMONTH([Date], 0)
      • Use long date formats
  4. Edit formating (Click on the pencil on the left of the column)
    • Date
      • Use long date format
    • Tax related
      • No value: 'No' (Quotes are important else it will be in uppercase)
      • Yes value: 'Yes'

Edit Accounts

  1. Validate all data types
    • Account: Text
    • Type: Enum
    • Starting amount: Price
    • Current value: Price
    • Balance: Price (Not editable since formula is in Google Sheet)
  2. Edit initial values
    • Starting amount: 0
  3. Edit requirements
    • Account: Required
    • Starting amount: Required
    • All others not required

Edit Sub categories

  1. Validate all data types
    • Sub category: Text
    • Category: Ref to table Categories

Create the visuals

Transactions

  1. In the Views section, create a new view
    • View name: Transactions
    • For this data: Transactions
    • View type: Deck
  2. Edit View options
    • Sort by: Category - Ascending
    • Group by: Date - Descending
    • Group aggregate: SUM :: Amount
    • Primary header: Date
    • Secondary header: Category
    • Summary column: Amount
    • Show action bar
  3. Edit display options
    • Icon: money-check-edit-alt

Accounts

  1. In the Views section, create a new view
    • View name: Accounts
    • For this data: Accounts
    • View type: Deck
    • Position: Last
  2. Edit View options
    • Sort by: Account - Ascending
    • Group by: Type - Descending
    • Group aggregate: SUM :: Balance
    • Primary header: Account
    • Secondary header: None
    • Summary column: Balance
    • Show action bar
  3. Edit display options
    • Icon: university

App template