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1<div id="__next"><div><nav class="relative flex items-center justify-between flex-wrap p-6 bg-green-900 border-b border-green-700"><div class="flex items-center flex-shrink-0 justify-between mr-6"><span class="px-2"><img src="/favicon.png" alt="BudgetSheet Logo" width="16" height="16"/></span><a href="/"><span class="text-white text-xl font-bold tracking-tight">BudgetSheet</span></a></div><div class="md:hidden border border-white rounded p-2 text-white"><svg viewBox="0 0 100 80" width="20" height="20" class="text-white fill-current"><rect width="100" height="16"></rect><rect y="32" width="100" height="16"></rect><rect y="64" width="100" height="16"></rect></svg></div><ul class="hidden absolute md:relative top-20 right-0 z-20 md:flex md:flex-row w-full md:w-auto md:top-0 bg-green-900 border-b-4 border-gray-900 md:border-0 shadow md:shadow-none"><li class="border-t border-green-700 md:border-0"><a class="block p-4 underline hover:bg-green-800" href="/pricing">Pricing</a></li><li class="border-t border-green-700 md:border-0"><a class="block p-4 underline hover:bg-green-800" href="/articles">Articles</a></li><li class="border-t border-green-700 md:border-0"><a class="block p-4 underline hover:bg-green-800" href="/docs">Docs</a></li></ul></nav><div class="blogPage"><main class="p-10 max-w-screen-md m-auto bg-white text-black"><h1 class="text-2xl font-bold">BudgetSheet Articles, News &amp; Updates</h1><article class=""><section class="my-10"><h2 class="text-xl"><a href="/articles/sync-improvements" class="text-green-800 hover:text-green-300">Sync Improvements &amp; First-Time Account Import</a></h2><p class="text-gray-200">Syncing is now smarter about what transactions belong in your sheet, and newly linked accounts now have a dedicated import flow so you can choose exactly how much history to bring in.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/smarter-deduplication" class="text-green-800 hover:text-green-300">Smarter Duplicate Transaction Prevention</a></h2><p class="text-gray-200">BudgetSheet now uses a smarter fingerprinting system to catch duplicate transactions, even when transaction IDs change between syncs. Plus, an improved duplicate finder tool in Sheet Tools lets you review and clean up any existing duplicates.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/autofetch-select-custom-time" class="text-green-800 hover:text-green-300">Autofetch: Select a Custom Run Time</a></h2><p class="text-gray-200">Choose a fixed daily time for Autofetch, or stick with BudgetSheet’s automatic overnight option, and see when Autofetch is scheduled after you turn it on.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/investment-accounts" class="text-green-800 hover:text-green-300">Investment Accounts - Stock Holdings in Google Sheets</a></h2><p class="text-gray-200">Pro and Business users can now import investment holdings and transactions directly into Google Sheets — with live GOOGLEFINANCE prices, gain/loss calculations, and color-coded performance at a glance.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v298-manual-csv-import" class="text-green-800 hover:text-green-300">BudgetSheet 2.9.8 - Manual CSV Import</a></h2><p class="text-gray-200">Import transactions from any CSV file exported from your bank or credit card provider. Choose how to categorize transactions with three enrichment options, including AI-powered auto-categorization.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v297-detect-pending-dupes" class="text-green-800 hover:text-green-300">BudgetSheet 2.9.7 - Detect Duplicate Pending Transactions</a></h2><p class="text-gray-200">Sometimes pending transactions do not get detected and auto-removed. This update ships a tool to help highlgiht possible duplicates for manual review and/or deletion.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v296-plaid-bank-status" class="text-green-800 hover:text-green-300">BudgetSheet 2.9.6 - Plaid Bank Statuses</a></h2><p class="text-gray-200">All accounts connected to BudgetSheet now also show the current Plaid status right below them. This helps you see and understand the reasons impacting an account when an account is having issues or when updates are delayed.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v295-flip-debit-credits" class="text-green-800 hover:text-green-300">BudgetSheet 2.9.5 - Flip Debits &amp; Credits</a></h2><p class="text-gray-200">Most bank connections with Plaid work great, but just occasionally — for a few select banks and accounts — Plaid gets it wrong. In you find that to be the case with your account, there is now an easy way to fix it on a per-account level.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v294-linked-accounts-summary" class="text-green-800 hover:text-green-300">
1BudgetSheet 2.9.4 - Summary of Linked Accounts</a></h2><p class="text-gray-200">A linked account summary now displays on the bottom of the Manage Accounts sidebar page so you can see all your linked accounts in one place - even those in other spreadsheets.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v293-copy-sheet-by-url" class="text-green-800 hover:text-green-300">BudgetSheet 2.9.3 - Copy Sheet From URL</a></h2><p class="text-gray-200">New Copy Sheet From URL option in the More Sheets &amp; Templates menu. This allows you to copy any other budget sheet or template that you want into your BudgetSheet spreadsheet with ease.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v292-run-category-rules" class="text-green-800 hover:text-green-300">BudgetSheet 2.9.2 - Run Category Rules Action</a></h2><p class="text-gray-200">Re-run and apply your category rules to all transactions in BSA_Transactions at any time with the new &quot;Run Category Rules&quot; button!</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v290-custom-categories" class="text-green-800 hover:text-green-300">BudgetSheet 2.9.0 - Custom Categories &amp; Overrides</a></h2><p class="text-gray-200">BudgetSheet now comes with a way to create your own fully custom categories, or re-map existing ones to something else.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/increased-pro-account-limit" class="text-green-800 hover:text-green-300">Pro Account Limits Increased 50%</a></h2><p class="text-gray-200">The soft limit for active connected accounts is now 30, up from 20. This is an increase of 50%, and applies to all new and existing accounts, effective immediately. As always, you can request more if needed.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/mint-shutting-down" class="text-green-800 hover:text-green-300">Mint is Shutting Down. Now What?</a></h2><p class="text-gray-200">Mint has announced they are shutting down the service and migrating people to Credit Karma, which does not have budgeting features.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-com" class="text-green-800 hover:text-green-300">BudgetSheet.net to BudgetSheet.com</a></h2><p class="text-gray-200">BudgetSheet.net is now BudgetSheet.com. It took a long time and a lot of negotiating back and forth, but I finally acquired the BudgetSheet.com domain.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v282-balances-update" class="text-green-800 hover:text-green-300">BudgetSheet 2.8.2 - Available Balance, Limits, and Percentages</a></h2><p class="text-gray-200">The BSA_Balances sheet has been updated to include more balance data from your linked accounts. For credit and loan account types, the sheet now includes the available balance, the credit limit, and the balance used percentage for each applicable linked account.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v280-sidebar" class="text-green-800 hover:text-green-300">BudgetSheet 2.8.0 - New Sidebar App</a></h2><p class="text-gray-200">New Sidebar App for Google Sheets. Now you can access all of the functionality of BudgetSheet from a sidebar alongside your spreadsheet instead of menus and overlays that block it.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/how-to-budget-irregular-income-with-google-sheets" class="text-green-800 hover:text-green-300">How to Budget Irregular Income With Google Sheets</a></h2><p class="text-gray-200">If you&#x27;re self-employed or own a small business, you may have irregular income. Creating a budget is important to avoiding unexpected expenses. It also gives you peace of mind. Understanding where your money goes helps you manage it better. In this guide we&#x27;ll discuss how to budget irregular income with Google Sheets.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/how-to-track-your-spending-with-google-sheets" class="text-green-800 hover:text-green-300">How to Track Your Spending With Google Sheets</a></h2><p class="text-gray-200">The tricky part about budgeting isn’t starting one;
1 it’s sticking to it. Tracking your spending can be tedious. That’s why many people don’t budget. Finding a tracking method that works for you is essential to making your budget stick. In this guide, we’ll discuss how to track your spending with Google Sheets.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/how-to-make-a-budget-with-google-sheets" class="text-green-800 hover:text-green-300">How to Make a Budget With Google Sheets</a></h2><p class="text-gray-200">Figuring out how to make a budget can be intimidating, especially if you&#x27;re going from disorganized to tracking every dollar. This how-to guide will help you transition from &quot;Where&#x27;d all my money go?&quot; to &quot;I&#x27;ve got some leftover!&quot; in no time.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v271-simplified-categories" class="text-green-800 hover:text-green-300">BudgetSheet 2.7.1 - Simplified Categories</a></h2><p class="text-gray-200">New simplified category system! Quickly auto-categorize bank transactions in Google Sheets with BudgetSheet.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v260-pending-transactions" class="text-green-800 hover:text-green-300">BudgetSheet 2.6.0 - Pending Transactions</a></h2><p class="text-gray-200">Import pending transactions from your bank into Google Sheets with BudgetSheet</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v250-editable-transactions" class="text-green-800 hover:text-green-300">BudgetSheet 2.5.0 - User-Editable BSA_Transactions Sheet</a></h2><p class="text-gray-200">You can now add your own columns to the BSA_Transactions sheet anywhere you want!</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v241-account-linking" class="text-green-800 hover:text-green-300">BudgetSheet v2.4.1 - Account Linking Updates</a></h2><p class="text-gray-200">More supported banks and an easy way to quickly update all your account balances</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/sheetquery" class="text-green-800 hover:text-green-300">SheetQuery: An ORM-Like Query Builder for Google Sheets and Google Apps Script</a></h2><p class="text-gray-200">A simple and small Google Apps Script library for quickly and easily finding and updating records in Google Sheets with a familiar ORM-like syntax</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v240-user-category-match-patterns" class="text-green-800 hover:text-green-300">BudgetSheet v2.4.0 - User Category Match Patterns</a></h2><p class="text-gray-200">BudgetSheet now has user-specified category match patterns. The next time you open BudgetSheet and run an operation, your BSA_Categories sheet will get a new column named MatchPatterns.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v230-account-balance-tracking" class="text-green-800 hover:text-green-300">BudgetSheet 2.3.0 - Account Balance Tracking 📈</a></h2><p class="text-gray-200">Account balance tracking is here with a new BSA_Balances sheet. This sheet will be created for you automatically the next time transactions are fetched.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v220-autofetching" class="text-green-800 hover:text-green-300">BudgetSheet 2.2.0 - Auto-Fetching is Here! 🎉</a></h2><p class="text-gray-200">Auto-fetching has landed in BudgetSheet! Autofetch is not enabled by default, so if you want to set it up, click on the &quot;Autofetch Settings...&quot; menu item in the BudgetSheet Extensions menu.</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v210-account-re-linking" class="text-green-800 hover:text-green-300">BudgetSheet v2.1.0 - Account Re-Linking + Fixes</a></h2><p class="text-gray-200">You can now re-link accounts directly from the &quot;Manage Accounts...&quot; screen when they get out of sync!</p></section><section class="my-10"><h2 class="text-xl"><a href="/articles/budgetsheet-v2" class="text-green-800 hover:text-green-300">BudgetSheet v2.0</a></h2><p class="text-gray-200">The all-new BudgetSheet. 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6<script id="__NEXT_DATA__" type="application/json">{"props":{"pageProps":{"blogConfig":{"title":"BudgetSheet Articles, News \u0026 Updates","baseDir":"/opt/render/project/src/_posts/","basePath":"/articles","baseUrl":"https://www.budgetsheet.com","imageMaxWidth":800},"posts":[{"fileName":"sync-improvements.md","slug":"sync-improvements","content":"\u003cp\u003eTwo pain points with Sync Transactions have been addressed in this update: too many old transactions showing up after a reconnect, and no good way to control how much history gets imported when you first link an account.\u003c/p\u003e\n\u003ch2 id=\"importing-a-newly-linked-account\"\u003eImporting a Newly Linked Account\u003c/h2\u003e\n\u003cp\u003eWhen you link a new bank account, it now shows a \u003cstrong\u003eRun Initial Import\u003c/strong\u003e button directly on the Manage Accounts page.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/sync-improvements/1.png\" alt=\"Run Initial Import button on account card\" width=\"550\" height=\"378\"\u003e\u003c/p\u003e\n\u003cp\u003eTapping that opens a dedicated import page where you can choose:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eImport full history.\u003c/strong\u003e Brings in everything your bank makes available (usually up to 2 years, though many banks only provide 90 days).\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003ePick a start date.\u003c/strong\u003e Only import transactions on or after the date you choose.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/sync-improvements/2.png\" alt=\"Initial Import options screen\" width=\"586\" height=\"716\"\u003e\u003c/p\u003e\n\u003cp\u003eOnce the import finishes, you\u0026#39;ll see a confirmation and the button disappears. From that point on, Sync Transactions keeps the account up to date automatically.\u003c/p\u003e\n\u003ch2 id=\"smarter-sync-only-what-belongs-in-your-sheet\"\u003eSmarter Sync: Only What Belongs in Your Sheet\u003c/h2\u003e\n\u003cp\u003eWhen you run a sync on an account that already has a history in your sheet, BudgetSheet now looks at your oldest existing transaction and only inserts new transactions that fall within that time range or later.\u003c/p\u003e\n\u003cp\u003eThis prevents a common problem: reconnecting a bank account and suddenly having hundreds of old transactions flood back in, going back years further than what you actually have in your sheet.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eBefore:\u003c/strong\u003e Reconnect a bank, Plaid sends 2 years of history, all of it gets inserted.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eAfter:\u003c/strong\u003e Reconnect a bank, Plaid sends 2 years of history, only transactions within your sheet\u0026#39;s existing date range are considered.\u003c/p\u003e\n\u003ch2 id=\"what-hasnt-changed\"\u003eWhat Hasn\u0026#39;t Changed\u003c/h2\u003e\n\u003cp\u003eRegular syncing works exactly the same as before for accounts that are already set up. BudgetSheet uses Plaid\u0026#39;s incremental sync to only fetch transactions that have been added, updated, or removed since your last sync.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"Sync Improvements \u0026 First-Time Account Import","description":"Syncing is now smarter about what transactions belong in your sheet, and newly linked accounts now have a dedicated import flow so you can choose exactly how much history to bring in.","dateMs":1781859600000,"frontmatter":{"title":"Sync Improvements \u0026 First-Time Account Import","description":"Syncing is now smarter about what transactions belong in your sheet, and newly linked accounts now have a dedicated import flow so you can choose exactly how much history to bring in.","image":"/img/posts/sync-improvements/1.png","date":"2026-06-19T09:00:00.000Z"}},{"fileName":"smarter-deduplication.md","slug":"smarter-deduplication","content":"\u003cp\u003eDuplicate transactions have always been one of the most frustrating things about syncing bank data. This update makes BudgetSheet significantly better at preventing them, and gives you better tools to clean up any that slipped through.\u003c/p\u003e\n\u003ch2 id=\"why-duplicates-h
6appen\"\u003eWhy Duplicates Happen\u003c/h2\u003e\n\u003cp\u003eWhen Plaid delivers a transaction, it gives it a unique ID. But sometimes, especially when reconnecting a bank account, Plaid assigns a \u003cem\u003enew\u003c/em\u003e ID to a transaction that\u0026#39;s already in your sheet. BudgetSheet previously had no way to know it was the same transaction, so it would insert a second row.\u003c/p\u003e\n\u003ch2 id=\"how-fingerprinting-works\"\u003eHow Fingerprinting Works\u003c/h2\u003e\n\u003cp\u003eEvery transaction now gets a \u003cstrong\u003efingerprint\u003c/strong\u003e: a unique signature based on the account, date, amount, and merchant name. This fingerprint is stored alongside the transaction ID in a hidden \u003ccode\u003eTransactionID\u003c/code\u003e column.\u003c/p\u003e\n\u003cp\u003eWhen new transactions come in, BudgetSheet checks:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\u003cstrong\u003eIs this exact transaction ID already in the sheet?\u003c/strong\u003e If so, skip it.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eDoes this transaction\u0026#39;s fingerprint match an existing row?\u003c/strong\u003e If so, treat it as the same transaction and skip it (or update the existing row).\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eThis means even if Plaid gives a transaction a brand new ID, BudgetSheet can still recognize it as something you already have and won\u0026#39;t insert a duplicate.\u003c/p\u003e\n\u003ch2 id=\"improved-duplicate-finder-tool\"\u003eImproved Duplicate Finder Tool\u003c/h2\u003e\n\u003cp\u003eThe \u003cstrong\u003eFind Duplicate Transactions\u003c/strong\u003e tool in \u003cstrong\u003eSheet Tools\u003c/strong\u003e has also been updated. It now uses the same fingerprint logic to find potential duplicates across your entire sheet, not just recent pending ones.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/smarter-deduplication/1.png\" alt=\"Find Duplicate Transactions in Sheet Tools\" width=\"612\" height=\"234\"\u003e\u003c/p\u003e\n\u003cp\u003eOpen it from the sidebar: \u003cstrong\u003eSheet Tools \u0026gt; Find Duplicate Transactions\u003c/strong\u003e. Choose your search scope and action, then run it. BudgetSheet will scan your sheet and highlight any rows it believes are duplicates:\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/smarter-deduplication/2.png\" alt=\"Duplicate finder options\" width=\"604\" height=\"582\"\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePotential duplicate rows are highlighted in \u003cstrong\u003elight red\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eTheir matching settled counterparts are highlighted in \u003cstrong\u003elight blue\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eYou can review the highlighted rows and delete the duplicates manually, or let BudgetSheet remove them automatically.\u003c/p\u003e\n\u003ch2 id=\"what-this-means-for-you\"\u003eWhat This Means For You\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eReconnecting a bank account.\u003c/strong\u003e Previously this was the most likely cause of duplicates flooding in. Now BudgetSheet recognizes transactions it has already seen and skips them.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eRe-uploading a CSV.\u003c/strong\u003e If you accidentally upload the same CSV file twice, BudgetSheet will detect the duplicate fingerprints and skip all the rows it already inserted.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eExisting sheets.\u003c/strong\u003e Fingerprints are added automatically going forward. Old rows without fingerprints are still protected by their transaction IDs.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"Smarter Duplicate Transaction Prevention","description":"BudgetSheet now uses a smarter fingerprinting system to catch duplicate transactions, even when transaction IDs change between syncs. Plus, an improved duplicate finder tool in Sheet Tools lets you review and clean up any existing duplicates.","dateMs":1781510400000,"frontmatter":{"title":"Smarter Duplicate Transaction Prevention","description":"BudgetSheet now uses a smarter fingerprinting system to catch duplicate transactions, even when transaction IDs change between syncs. Plus, an improved duplicate finder tool in Sheet Tools lets you review and clean up any existing duplicates.","image":"/img/posts/smarter-deduplication/1.png","date":"2026-06-15T08:00:00.000Z"}},{"fileName":"autofetch-select-custom-time.md","slug":"autofetch-select-custom-time","content":"\u003cp\u003eAutofetch runs once a day and pulls fresh transactions into your spreadsheet without you lifting a finger. Before you click \u003cstrong\u003eENABLE\u003c/strong\u003e, you now decide whether it uses BudgetSheet’s \u003cstrong\u003eautomatic\u003c/strong\u003e overnight timing, or \u003cstrong\u003ePick Sync Time\u003c/strong\u003e so it runs at a clock time you choose.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/autofetch-select-custom-time/1.png\" alt=\"BudgetSheet sidebar Autofetch settings overview\" width=\"604\" height=\"336\"\u003e\u003c/p\u003e\n\u003ch2 id=\"automatic-or-pick-a-time\"\u003eAutomatic or pick a time\u003c/h2\u003e\n\u003cp\u003eWhile Autofetch is \u003cstrong\u003eoff\u003c/strong\u003e, pick how it should be installed \u003cstrong\u003ewhen you turn it on\u003c/strong\u003e:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eAutomatic:\u003c/strong\u003e BudgetSheet picks an overnight window for you (random time between 1:00am and 6:00am).\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003ePick Sync Time:\u003c/strong\u003e Pick an hour and minute that fits your day.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eGoogle schedules the daily run on its side, so it may not happen at the \u003cem\u003eexact\u003c/em\u003e minute you chose. Expect it within about \u
6003cstrong\u003e15 minutes before or after\u003c/strong\u003e the time you select.\u003c/p\u003e\n\u003cp\u003eEverything else works as before: your transactions and balances still update the same way. Only \u003cstrong\u003ewhen\u003c/strong\u003e the daily run happens changes.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/autofetch-select-custom-time/2.png\" alt=\"Choosing Automatic or Pick Sync Time before enabling Autofetch\" width=\"598\" height=\"630\"\u003e\u003c/p\u003e\n\u003ch2 id=\"after-autofetch-is-on\"\u003eAfter Autofetch is on\u003c/h2\u003e\n\u003cp\u003eTurn Autofetch \u003cstrong\u003eon\u003c/strong\u003e, and the sidebar shows \u003cstrong\u003eDaily run time:\u003c/strong\u003e under the button when there’s a specific time to show (for example, \u003cstrong\u003e3:07 am\u003c/strong\u003e). If you chose \u003cstrong\u003eAutomatic\u003c/strong\u003e, you might not see an exact time; same idea as before.\u003c/p\u003e\n\u003ch2 id=\"tips\"\u003eTips\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eAutofetch is included with paid BudgetSheet plans.\u003c/li\u003e\n\u003cli\u003eWant to double-check triggers yourself? Open \u003ca href=\"https://script.google.com/home/triggers\"\u003eyour Google Script triggers\u003c/a\u003e.\u003c/li\u003e\n\u003cli\u003eNeed a different time later? Turn Autofetch \u003cstrong\u003eoff\u003c/strong\u003e, choose Automatic or a new time, then turn it \u003cstrong\u003eon\u003c/strong\u003e again.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"Autofetch: Select a Custom Run Time","description":"Choose a fixed daily time for Autofetch, or stick with BudgetSheet’s automatic overnight option, and see when Autofetch is scheduled after you turn it on.","dateMs":1778749200000,"frontmatter":{"title":"Autofetch: Select a Custom Run Time","description":"Choose a fixed daily time for Autofetch, or stick with BudgetSheet’s automatic overnight option, and see when Autofetch is scheduled after you turn it on.","image":"/img/posts/autofetch-select-custom-time/1.png","date":"2026-05-14T09:00:00.000Z"}},{"fileName":"investment-accounts.md","slug":"investment-accounts","content":"\u003cp\u003eBudgetSheet now supports investment accounts! Pro and Business users can import their investment holdings and transactions from any brokerage linked via Plaid directly into their Google Sheets spreadsheet.\u003c/p\u003e\n\u003ch2 id=\"investment-holdings--bsa_investmentholdings\"\u003eInvestment Holdings — BSA_InvestmentHoldings\u003c/h2\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/investment-accounts/1.png\" alt=\"Investment Holdings\" width=\"800\" height=\"223\"\u003e\u003c/p\u003e\n\u003cp\u003eThe new \u003cstrong\u003eImport Holdings\u003c/strong\u003e button in the \u003cstrong\u003eInvestments\u003c/strong\u003e sidebar page fetches your current positions and writes them to a dedicated \u003ccode\u003eBSA_InvestmentHoldings\u003c/code\u003e sheet. Each row represents one security across all your linked investment accounts.\u003c/p\u003e\n\u003cp\u003eHoldings include:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eCurrentPrice\u003c/strong\u003e — live price per share via \u003ccode\u003eGOOGLEFINANCE\u003c/code\u003e, updated automatically whenever the sheet is open\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003ePriceDay\u003c/strong\u003e — the end-of-day price reported by your broker at the time of import\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eDayChange\u003c/strong\u003e — percentage change between the live price and the broker\u0026#39;s end-of-day price\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eCurrentValue\u003c/strong\u003e — live price × quantity, calculated automatically\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eCostBasis\u003c/strong\u003e — your total cost basis as reported by your broker\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eTotalChange\u003c/strong\u003e — percentage return versus cost basis\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eSector\u003c/strong\u003e — sector classification for each security\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eA \u003cstrong\u003ePortfolio Total\u003c/strong\u003e row is automatically appended at the bottom, summing CurrentValue and CostBasis and showing your overall weighted portfolio return.\u003c/p\u003e\n\u003cp\u003eAll percentage columns are color-coded: green for gains, red for losses, and no color for neutral or empty cells.\u003c/p\u003e\n\u003ch2 id=\"investment-transactions--bsa_investmenttransactions\"\u003eInvestment Transactions — BSA_InvestmentTransactions\u003c/h2\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/investment-accounts/2.png\" alt=\"Investment Transactions\" width=\"800\" height=\"342\"\u003e\u003c/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eImport Transactions\u003c/strong\u003e section lets you pull investment transactions for any date range into a \u003ccode\u003eBSA_InvestmentTransactions\u003c/code\u003e sheet. Each row represents a single buy, sell, or other investment event.\u003c/p\u003e\n\u003cp\u003eTransaction columns include:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eCurrentPrice\u003c/strong\u003e — live \u003ccode\u003eGOOGLEFINANCE\u003c/code\u003e price for the security\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eCurrentValue\u003c/strong\u003e — current market value of the position (CurrentPrice × quantity)\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eChange\u003c/strong\u003e — percentage gain or loss versus the price at the time of the transaction, with direction adjusted for buys vs. sells\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eFees\u003c/strong\u003e — transaction fees as reported by your broker\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eLike holdings, the \u003cstrong\u003eChange\u003c/strong\u003e and \u003cstrong\u003eCurrentPrice\u003c/strong\u003e columns are color-coded to show performance at a glance.\u003c/p\u003e\n\u003ch2 id=\"available-on-pro-and-business-plans\"\u003eAvailable on Pro and Business Plans\u003c/h2\u003e\n\u003cp\u003eInvestment account support is available to \u003cstrong\u003ePro\u003c/strong\u003e and \u003cstrong\u003eBusiness\u003c/strong\u003e subscribers. If you\u0026#39;re on the Basic plan and want to track investments, \u003ca href=\"/docs/upgrade\"\u003eupgrade your plan\u003c/a\u003e to get access.\u003c/p\u003e\n\u003cp\u003eHappy Investing!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"Investment Accounts - Stock Holdings in Google Sheets","description":"Pro and Business users can now import investment holdings and transactions directly into Google Sheets — with live GOOGLEFINANCE prices, gain/loss calculations, and color-coded performance at a glance.","dateMs":1772532000000,"frontmatter":{"title":"Investment Accounts - Stock Holdings in Google Sheets","description":"Pro and Business users can now import investment holdings and transactions directly into Google Sheets — with live GOOGLEFINANCE prices, gain/loss calculations, and color-coded performance at a glance.","image":"/img/posts/investment-accounts/1.png","date":"2026-03-03T10:00:00.000Z"}}
6,{"fileName":"budgetsheet-v298-manual-csv-import.md","slug":"budgetsheet-v298-manual-csv-import","content":"\u003cp\u003eYou can now import transactions from any CSV file exported from your bank or credit card provider directly into your BudgetSheet spreadsheet! This is perfect for accounts that aren\u0026#39;t connected via Plaid, or for importing historical transaction data.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v298-manual-csv-import/1.png\" alt=\"Manual CSV Import Tool\" width=\"642\" height=\"770\"\u003e\u003c/p\u003e\n\u003ch2 id=\"how-it-works\"\u003eHow It Works\u003c/h2\u003e\n\u003cp\u003eThe new \u003cstrong\u003eManual Import\u003c/strong\u003e tool is available in the \u003cstrong\u003eSheet Tools\u003c/strong\u003e menu in the sidebar. Simply upload your CSV file, and BudgetSheet will automatically detect and map your CSV columns to the corresponding BudgetSheet columns (Date, Amount, Business, Category, etc.).\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v298-manual-csv-import/2.png\" alt=\"Column Mapping Dialog\" width=\"640\" height=\"964\"\u003e\u003c/p\u003e\n\u003cp\u003eYou can review and adjust the column mappings before importing. BudgetSheet will show you example values from your CSV to help you verify the mappings are correct.\u003c/p\u003e\n\u003ch2 id=\"three-enrichment-options\"\u003eThree Enrichment Options\u003c/h2\u003e\n\u003cp\u003eWhen importing, you can choose how transactions should be categorized:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\u003cstrong\u003eAuto-Categorize\u003c/strong\u003e (default) - Uses AI-powered Plaid enrichment to automatically categorize transactions based on merchant names and transaction details\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eUse Categories from CSV file\u003c/strong\u003e - Uses the category values directly from your CSV file, with empty categories defaulting to UNCATEGORIZED\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eMark all as UNCATEGORIZED\u003c/strong\u003e - Sets all transactions to UNCATEGORIZED for manual categorization later\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v298-manual-csv-import/3.png\" alt=\"Enrichment Options\" width=\"658\" height=\"1110\"\u003e\u003c/p\u003e\n\u003ch2 id=\"smart-features\"\u003eSmart Features\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eAutomatic column detection\u003c/strong\u003e - BudgetSheet intelligently matches CSV columns to BudgetSheet columns using fuzzy matching\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eDebit/Credit handling\u003c/strong\u003e - Automatically handles CSV files with separate Debit and Credit columns, calculating the net amount\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eCategory rules\u003c/strong\u003e - User-defined category match patterns and mapping rules are applied automatically (except in uncategorized mode)\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"perfect-for\"\u003ePerfect For\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eImporting historical transaction data\u003c/li\u003e\n\u003cli\u003eAccounts that don\u0026#39;t support Plaid connections\u003c/li\u003e\n\u003cli\u003eCredit cards or accounts from smaller financial institutions\u003c/li\u003e\n\u003cli\u003eBulk importing transactions from multiple sources\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eThe Manual Import feature is available to all Pro users. Give it a try!\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.9.8 - Manual CSV Import","description":"Import transactions from any CSV file exported from your bank or credit card provider. Choose how to categorize transactions with three enrichment options, including AI-powered auto-categorization.","dateMs":1767006087000,"frontmatter":{"title":"BudgetSheet 2.9.8 - Manual CSV Import","description":"Import transactions from any CSV file exported from your bank or credit card provider. Choose how to categorize transactions with three enrichment options, including AI-powered auto-categorization.","image":"/img/posts/budgetsheet-v298-manual-csv-import/0.png","date":"2025-12-29T11:01:27.000Z"}},{"fileName":"budgetsheet-v297-detect-pending-dupes.md","slug":"budgetsheet-v297-detect-pending-dupes","content":"\u003cp\u003eSometimes pending transactions do not get detected and auto-removed. This update ships a tool to help highlgiht possible duplicates for manual review and/or deleti
6on.\u003c/p\u003e\n\u003cp\u003ePending transactions hanging around and not getting cleaned up has been one of the top gripes about BudgetSheet from users. This happens when Plaid does not return a matching \u003ca href=\"https://plaid.com/docs/transactions/transactions-data/\" target=\"_blank\"\u003e\u003cem\u003epending_transaction_id\u003c/em\u003e\u003c/a\u003e on a fully settled transaction that allows BudgetSheet to clean up the early pending transaction row that was inserted into the sheet.\u003c/p\u003e\n\u003cp\u003eThis new tool is under a new \u003cstrong\u003eSheet Tools\u003c/strong\u003e menu on the main sidebar, under the \u003cem\u003eManage Accounts\u003c/em\u003e option.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v297-detect-pending-dupes/2.png\" alt=\"New Sheet Tools Menu\" width=\"303\" height=\"99\"\u003e\u003c/p\u003e\n\u003cp\u003eOpening the Sheet Tools page will list the tools available (currently only detect pending dupes):\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v297-detect-pending-dupes/1.png\" alt=\"Detected Duplicate Transactions\" width=\"311\" height=\"176\"\u003e\u003c/p\u003e\n\u003cp\u003eClicking on that option will open the page to highlight or automatically delete pending rows that BudgetSheet believes to be duplicates:\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v297-detect-pending-dupes/3.png\" alt=\"Detected Pending Duplicate Transactions\" width=\"800\" height=\"444\"\u003e\u003c/p\u003e\n\u003cp\u003eHighlighting the rows is great if you want to manually review them all. Pending duplicates will be highlighted in light red, and matching settled transactions will be highlighted in light blue.\u003c/p\u003e\n\u003cp\u003eYou can either manually delete the pending rows one by one, or let BudgetSheet do it for you if everything looks good.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.9.7 - Detect Duplicate Pending Transactions","description":"Sometimes pending transactions do not get detected and auto-removed. This update ships a tool to help highlgiht possible duplicates for manual review and/or deletion.","dateMs":1762457104000,"frontmatter":{"title":"BudgetSheet 2.9.7 - Detect Duplicate Pending Transactions","description":"Sometimes pending transactions do not get detected and auto-removed. This update ships a tool to help highlgiht possible duplicates for manual review and/or deletion.","image":"/img/posts/budgetsheet-v297-detect-pending-dupes/1.png","date":"2025-11-06T19:25:04.000Z"}},{"fileName":"budgetsheet-v296-plaid-bank-status.md","slug":"budgetsheet-v296-plaid-bank-status","content":"\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v296-plaid-bank-status/1.png\" alt=\"Plaid Bank Status Indicator\" width=\"282\" height=\"188\"\u003e\u003c/p\u003e\n\u003cp\u003eAll accounts connected to BudgetSheet now also show the current Plaid status right below them. This helps you see and understand\nthe reasons impacting an account when an account is having issues or when updates are delayed.\u003c/p\u003e\n\u003cp\u003eMost bank connections with Plaid work great, but somtimes either Plaid or the bank itself have temporary issues that prevent the connection from working 100% of the time. Now when that happens, you will be able to know about it right away, right on the Accounts page in the Google Sheets sidebar.\u003c/p\u003e\n\u003cp\u003eIf there is a more specific message from Plaid on the bank issue, BudgetSheet will also now display it when you click on the status update line, like this:\n\u003cimg src=\"/img/posts/budgetsheet-v296-plaid-bank-status/2.png\" alt=\"Plaid Bank Status Description\" width=\"279\" height=\"332\"\u003e\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.9.6 - Plaid Bank Statuses","description":"All accounts connected to BudgetSheet now also show the current Plaid status right below them. This helps you see and understand the reasons impacting an account when an account is having issues or when updates are delayed.","dateMs":1760547083000,"frontmatter":{"title":"BudgetSheet 2.9.6 - Plaid Bank Statuses","description":"All accounts connected to BudgetSheet now also show the current Plaid status right below them. This helps you see and understand the reasons impacting an account when an account is having issues or when updates are delayed.","
6image":"/img/posts/budgetsheet-v296-plaid-bank-status/1.png","date":"2025-10-15T16:51:23.000Z"}},{"fileName":"budgetsheet-v295-flip-debit-credits.md","slug":"budgetsheet-v295-flip-debit-credits","content":"\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v295-flip-debit-credits/1.png\" alt=\"Flip Debits/Credits Switch\" width=\"218\" height=\"76\"\u003e\u003c/p\u003e\n\u003cp\u003eMost bank connections with Plaid work great, but just occasionally \u0026mdash; for a few select banks and accounts \u0026mdash;\nPlaid gets it wrong. In you find that to be the case with your account, there is now an easy way to fix it on a\nper-account level.\u003c/p\u003e\n\u003cp\u003eLook for the \u0026quot;Flip Debits/Credits\u0026quot; toggle switch in the settings dropdown menu for that specific connected account.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v295-flip-debit-credits/2.png\" alt=\"Flip Debits/Credits Option in the Account Settings Menu\" width=\"280\" height=\"283\"\u003e\u003c/p\u003e\n\u003cp\u003eNow the next time you run an import from that account, the debit/credit signs will be swapped for all transactions. If\nyou already imported transactions from the account, just delete them from your sheet and re-run the import to get the\ncorrected transactions.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.9.5 - Flip Debits \u0026 Credits","description":"Most bank connections with Plaid work great, but just occasionally — for a few select banks and accounts — Plaid gets it wrong. In you find that to be the case with your account, there is now an easy way to fix it on a per-account level.","dateMs":1747385774000,"frontmatter":{"title":"BudgetSheet 2.9.5 - Flip Debits \u0026 Credits","description":"Most bank connections with Plaid work great, but just occasionally — for a few select banks and accounts — Plaid gets it wrong. In you find that to be the case with your account, there is now an easy way to fix it on a per-account level.","image":"/img/posts/budgetsheet-v295-flip-debit-credits/1.png","date":"2025-05-16T08:56:14.000Z"}},{"fileName":"budgetsheet-v294-linked-accounts-summary.md","slug":"budgetsheet-v294-linked-accounts-summary","content":"\u003cp\u003eUsers who have BudgetSheet installed on more than one spreadsheet sometimes forget which sheet was linked to which\naccounts, or even what spreadsheet they used BudgetSheet with previously. To address this, the \u003cstrong\u003eManage Accounts\u003c/strong\u003e\nsidebar page now links to other spreadsheets that have linked financial accounts in them at the bottom of the page.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v294-linked-accounts-summary/1.png\" alt=\"Summary of Linked Accounts\" width=\"317\" height=\"419\"\u003e\u003c/p\u003e\n\u003cp\u003eYou also get a summary of the total count of linked accounts so you can better understand how many linked accounts you\nhave and where they are.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.9.4 - Summary of Linked Accounts","description":"A linked account summary now displays on the bottom of the Manage Accounts sidebar page so you can see all your linked accounts in one place - even those in other spreadsheets.","dateMs":1732640808000,"frontmatter":{"title":"BudgetSheet 2.9.4 - Summary of Linked Accounts","description":"A linked account summary now displays on the bottom of the Manage Accounts sidebar page so you can see all your linked accounts in one place - even those in other spreadsheets.","image":"/img/posts/budgetsheet-v294-linked-accounts-summary/1.png","date":"2024-11-26T17:06:48.000Z"}},{"fileName":"budgetsheet-v293-copy-sheet-by-url.md","slug":"budgetsheet-v293-copy-sheet-by-url","content":"\u003cp\u003eNew \u003cstrong\u003eCopy Sheet From URL\u003c/strong\u003e option in the \u003cstrong\u003eMore Sheets \u0026amp; Templates\u003c/strong\u003e menu. This allows you to copy any other financial\nspreadsheet or budgeting template that you find into your BudgetSheet spreadsheet with ease.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v293-copy-sheet-by-url/1.png\" alt=\"Copy Sheet from URL\" width=\"602\" height=\"474\"\u003e\u003c/p\u003e\n\u003cp\u003eOnce you paste in a URL, BudgetSheet will show you a list of sheets in that spreadsheet workbook to copy into your\ncurrent spreadsheet. You can copy just one sheet, or all of them.\u003c/p\u003e\n\u003ch2 id=\"fetch-logs\"\u003eFetch L
6ogs\u003c/h2\u003e\n\u003cp\u003eNow you can view any issues that happen with transaction importing yourself - even issues that arise during the\nserver-side import process that were not previously logged to the BSA_Logs sheet. The new \u003cstrong\u003eFetch Logs\u003c/strong\u003e page on the\nsidebar is now available for users to see all the server logs of data fetching activity. This is very useful to help\ndebug or troubleshoot any issues, and just to verify that everything is working as intended. The log shows the most\nrecent 100 log items.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v293-copy-sheet-by-url/2.png\" alt=\"Fetch Logs\" width=\"286\" height=\"372\"\u003e\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.9.3 - Copy Sheet From URL","description":"New Copy Sheet From URL option in the More Sheets \u0026 Templates menu. This allows you to copy any other budget sheet or template that you want into your BudgetSheet spreadsheet with ease.","dateMs":1724153276000,"frontmatter":{"title":"BudgetSheet 2.9.3 - Copy Sheet From URL","description":"New Copy Sheet From URL option in the More Sheets \u0026 Templates menu. This allows you to copy any other budget sheet or template that you want into your BudgetSheet spreadsheet with ease.","image":"/img/posts/budgetsheet-v293-copy-sheet-by-url/1.png","date":"2024-08-20T11:27:56.000Z"}},{"fileName":"budgetsheet-v292-run-category-rules.md","slug":"budgetsheet-v292-run-category-rules","content":"\u003cp\u003eYou can now run your category rules against all your imported transactions in the BSA_Transactions sheet at any time,\nwith the click of a button.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v292-run-category-rules/1.png\" alt=\"Run Category Rules Button\" width=\"800\" height=\"266\"\u003e\u003c/p\u003e\n\u003cp\u003eThis button will instantly apply all your current category rules to every transaction in your sheet, as well as all new\ntransactions imported going forward. Previously, users had to re-import transactions after changing category rules. Now\nyou don\u0026#39;t have to do that anymore!\u003c/p\u003e\n\u003ch2 id=\"sidebar-menu-changes\"\u003eSidebar Menu Changes\u003c/h2\u003e\n\u003cp\u003eTo make room for this new category action, a new \u0026quot;Categories\u0026quot; menu item has been added to the sidebar. This new\nCategories page adds the new \u0026quot;Run Category Rules\u0026quot; button, along with links to helpful documentation on how to use the\ncategory rules for full customization of all your transaction categories.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v292-run-category-rules/2.png\" alt=\"Menu Changes\" width=\"800\" height=\"450\"\u003e\u003c/p\u003e\n\u003cp\u003eThese 
6changes should help you more easily customize transaction category rules and quickly test them to get them just\nright for exactly what you want.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.9.2 - Run Category Rules Action","description":"Re-run and apply your category rules to all transactions in BSA_Transactions at any time with the new \"Run Category Rules\" button!","dateMs":1722444799000,"frontmatter":{"title":"BudgetSheet 2.9.2 - Run Category Rules Action","description":"Re-run and apply your category rules to all transactions in BSA_Transactions at any time with the new \"Run Category Rules\" button!","image":"/img/posts/budgetsheet-v292-run-category-rules/1.png","date":"2024-07-31T16:53:19.000Z"}},{"fileName":"budgetsheet-v290-custom-categories.md","slug":"budgetsheet-v290-custom-categories","content":"\u003cp\u003eCompletely custom categories and category re-mapping are now available in BudgetSheet! The \u003cem\u003eBSA_Categories\u003c/em\u003e\nsheet now comes with a new \u003cstrong\u003e\u003ccode\u003eMapToCategory\u003c/code\u003e\u003c/strong\u003e column that you can use to map one category to another one. This can be\nanother pre-existing BudgetSheet category, or your own custom category.\u003c/p\u003e\n\u003cp\u003eTo get started, you can either add your own new column named \u0026quot;MapToCategory\u0026quot;, or if you want to start over, you can\ndelete or re-name your current \u003cem\u003eBSA_Categories\u003c/em\u003e sheet and re-create it via the menu: \u003cem\u003eSetup / Install \u0026gt; Setup\nBSA_Categories\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v290-custom-categories/1.png\" alt=\"BSA_Categories with new MapToCategory column\" width=\"800\" height=\"319\"\u003e\u003c/p\u003e\n\u003ch2 id=\"create-your-own-custom-finance-categories-with-budgetsheet\"\u003eCreate Your Own Custom Finance Categories With BudgetSheet\u003c/h2\u003e\n\u003cp\u003eIf you want to create your own custom categories with BudgetSheet, you can now do so by filling out your own custom\ncategory name in the \u003cem\u003eMapToCategory\u003c/em\u003e column in the \u003cem\u003eBSA_Categories\u003c/em\u003e spreadsheet that BudgetSheet creates for you when\nyou install it and run setup.\u003c/p\u003e\n\u003cp\u003eWhatever you put in the \u003cem\u003eMapToCategory\u003c/em\u003e column acts as an override, and will be the new category name for any\ntransactions that match that category.\u003c/p\u003e\n\u003ch2 id=\"how-does-maptocategory-work-with-matchpatterns\"\u003eHow does MapToCategory work with MatchPatterns?\u003c/h2\u003e\n\u003cp\u003eThe \u003cem\u003eMatchPatterns\u003c/em\u003e column will still be used to \u003ca href=\"/articles/budgetsheet-v240-user-category-match-patterns\"\u003ematch individual transactions to a specific\ncategory\u003c/a\u003e. The main change\nhere is that you can \u003cem\u003ealso rename the category itself\u003c/em\u003e that will be displayed in the \u003cem\u003eBSA_Transactions\u003c/em\u003e sheet.\u003c/p\u003e\n\u003cp\u003eSo for instance if you have a bunch of \u003cem\u003eMatchPatterns\u003c/em\u003e for the Electronics category row, but you also use\n\u003cem\u003eMapToCategory\u003c/em\u003e with Shopping in it on that same row, any transaction matching the \u003cem\u003eMatchPatterns\u003c/em\u003e for that Electronics\nrow will ultimately be categorized as Shopping, since \u003cem\u003eMapToCategory\u003c/em\u003e acts as an override for that category name.\u003c/p\u003e\n\u003ch2 id=\"flexible-and-custom-personal-finance-categories-and-rules\"\u003eFlexible and Custom Personal Finance Categories and Rules\u003c/h2\u003e\n\u003cp\u003eCustom categories and overrides is one of the most requested features of BudgetSheet, and hopefully this update will\nhelp you gain even more control and flexibility of your own finances.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.9.0 - Custom Categories \u0026 Overrides","description":"BudgetSheet now comes with a way to create your own fully custom categories, or re-map existing ones to something else.","dateMs":1703759927000,"frontmatter":{"title":"BudgetSheet 2.9.0 - Custom Categories \u0026 Overrides","description":"BudgetSheet now comes with a way to create your own fully custom categories, or re-map existing ones to something else.","image":"/img/posts/budgetsheet-v290-custom-categories/1.png","date":"2023-12-28T10:38:47.000Z"}},{"fileName":"increased-pro-account-limit.md","slug":"increased-pro-account-limit","content":"\u003cp\u003e\u003cimg src=\"/img/posts/increased-pro-account-limit/2.png\" alt=\"Increased Pro Account Limit\" width=\"800\" height=\"275\"\u003e\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eThe soft limit for active connected accounts is now 30, up from 20\u003c/strong\u003e. This is an increase of 50%, and applies to all new\nand existing accounts, effective immediately.\u003c/p\u003e\n\u003cp\u003eAs always, \u003cstrong\u003ethis is a soft limit\u003c/strong\u003e, so you can request an increase for your account at any time if needed. The limit is\njust there to prevent abuse since I have to pay for each connection to a financial institution every month it is still\nconnected.\u003c/p\u003e\n\u003cp\u003eRemember that the account limit is per license key, so it can still be used across multiple spreadsheets that you own.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"Pro Account Limits Increased 50%","description":"The soft limit for active connected accounts is now 30, up from 20. This is an increase of 50%, and applies to all new and existing accounts, effective immediately. As always, you can request more if needed.","dateMs":1699488000000,"frontmatter":{"title":"Pro Account Limits Increased 50%","description":"The soft limit for active connected accounts is now 30, up from 20. This is an increase of 50%, and applies to all new and existing accounts, effective immediately. As always, you can request more if needed.","image":"/img/posts/increased-pro-account-limit/1.png","date":"2023-11-09T00:00:00.000Z"}},{"fileName":"mint-shutting-down.md","slug":"mint-shutting-down","content":"\u003cp\u003eMint has announced in a \u003ca href=\"https://mint.intuit.com/blog/mint-app-news/intuit-credit-karma-welcomes-minters/\"\u003eblog post\u003c/a\u003e\nthat the old Mint product that many people knew and used is going away after operating for over 16 years.\u003c/p\u003e\n\u003cp\u003eFrom the Mint blog post:\u003c/p\u003e\n\u003cdiv class=\"shadow border border-green-700\"\u003e\n\n\u003cp\u003e\u003cimg src=\"/img/posts/mint-shutting-down/2.png\" alt=\"Mint is Going Away Soon\" width=\"800\" height=\"119\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\n\u003cp\u003eMint has a plan to migrate users over to Credit Karma, but Credit Karma\u0026#39;s \u003ca href=\"https://support.creditkarma.com/s/article/Intuit-Mint-and-Credit-Karma\"\u003eown support page on this\ntransition\u003c/a\u003e says that\nCredit Karma does not offer any budgeting tools:\u003c/p\u003e\n\u003cdiv class=\"shadow border border-green-700\"\u003e\n\n\u003cp\u003e\u003cimg src=\"/img/posts/mint-shutting-down/3.png\" alt=\"Credit Karma does not provide budgeting features\" width=\"800\" height=\"82\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\n\u003ch2 id=\"the-inevitable-end-of-a-free-service\"\u003eThe Inevitable End of a Free Service\u003c/h2\u003e\n\u003cp\u003eWhen you pay for a service, you are the customer. \u003cstrong\u003eWhen the service is free, you are the product\u
6003c/strong\u003e. More specifically in\nthe case with Mint, Credit Karma, and other free finance tools - \u003cstrong\u003eyour private financial data is the product\u003c/strong\u003e. They\nuse your personal financial data to show you ads and sell you credit cards or loans that will get you further into debt so they\ncan stay \u0026quot;free\u0026quot;.\u003c/p\u003e\n\u003cp\u003eWhen times get tough and money is no longer nearly free in a zero interest rate environment, the viability of this\nbusiness model changes. Intuit is a huge company primarily focused on serving businesses. They are consolidating their\nconsumer offerings accordingly by cutting costs.\u003c/p\u003e\n\u003ch2 id=\"banking-connections-are-expensive-and-difficult\"\u003eBanking Connections are Expensive and Difficult\u003c/h2\u003e\n\u003cp\u003eBanking connections are not cheap. They make up a significant portion of BudgetSheet\u0026#39;s ongoing operating costs - far\nmore than any other single line item cost. This will only continue to grow with more users. \u003cstrong\u003eThis is why a good personal\nfinance service cannot be free\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eThese hard per-user and per-account costs create a significant headwind for a tool like Mint or another free competitor\neven in the best of economic times. Supported only by ads and upsells, the margins for running a free personal finance\nservice are razor thin or negative, and often rely on other upsells to work. This is in fact why Mint sold to Intuit in\nthe first place - so Intuit could upsell TurboTax and other services to make the economics work. This is why you are\nunlikely to find a good free alternative to Mint that you can trust.\u003c/p\u003e\n\u003ch2 id=\"budgetsheet-as-an-alternative-to-mint\"\u003eBudgetSheet as an Alternative to Mint\u003c/h2\u003e\n\u003cp\u003eThere are many personal finance tools to choose from, so why BudgetSheet?\u003c/p\u003e\n\u003cp\u003eBecause \u003cstrong\u003eBudgetSheet gives you a level of privacy and control that other personal finance applications do not\u003c/strong\u003e. All\nyour transaction and balance data lives only in your own spreadsheet. BudgetSheet does not store your transactions or\nbalance history. All data is fetched by our web service using an encrypted read-only token that we get from Plaid after\nyou link your account(s), and is inserted directly into your spreadsheet. Your private financial data is not stored or\nanalyzed by BudgetSheet at all.\u003c/p\u003e\n\u003cp\u003eBudgetSheet is fully integrated into Google Sheets. \u003cstrong\u003eThere are no extra logins to remember or save\u003c/strong\u003e. There are no\nBudgetSheet accounts. The BudgetSheet Add-On uses your Google account from directly within your spreadsheet so that\nsetup is easy and painless. You just \u003ca href=\"https://workspace.google.com/marketplace/app/budgetsheet_budget_bank_imports/922376225939\"\u003einstsall the BudgetSheet\nAdd-On\u003c/a\u003e and can immediately\nconnect accounts after setup.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eA single BudgetSheet purchase can be used on multiple spreadsheets\u003c/strong\u003e. Account link limits are tied to your license\nkey, and your license key can be used on as many spreadsheets as you need.\u003c/p\u003e\n\u003cp\u003eA great monthly budgeting sheet that you can use is supplied with BudgetSheet, but \u003cstrong\u003eyou are not limited to using only\nour budgeting tools like you are with other software\u003c/strong\u003e that locks all your data away in their own database. Since all\nyour data is in a spreadsheet, you can budget your own way. You can re-categorize 200 transactions in 3 minutes \u003cem\u003eusing\nonly your keyboard\u003c/em\u003e. You can do whatever anaylsis you want. Go crazy with formulas and charts. Use other budgeting\ntemplates or make your own. Anything goes in a spreadsheet!\u003c/p\u003e\n\u003ch2 id=\"focus-on-privacy-and-freedom\"\u003eFocus on Privacy and Freedom\u003c/h2\u003e\n\u003cp\u003eBudgetSheet handles the most important pieces of automating banking data imports, and is flexible enough for you to do\nwhatever you want with your own data. There are few other tools as flexible and limitless as BudgetSheet.\u003c/p\u003e\n\u003cp\u003eWhatever Mint alternative you choose, make sure it has a focus on data privacy and freedom. And make sure your private\nbanking data is not the product that is being sold.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"Mint is Shutting Down. Now What?","description":"Mint has announced they are shutting down the service and migrating people to Credit Karma, which does not have budgeting features.","dateMs":1699228800000,"frontmatter":{"title":"Mint is Shutting Down. Now What?","description":"Mint has announced they are shutting down the service and migrating people to Credit Karma, which does not have budgeting features.","image":"/img/posts/mint-shutting-down/1.png","date":"2023-11-06T00:00:00.000Z"}}
6,{"fileName":"budgetsheet-com.md","slug":"budgetsheet-com","content":"\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-com/1.png\" alt=\"BudgetSheet.net to BudgetSheet.com\" width=\"800\" height=\"338\"\u003e\u003c/p\u003e\n\u003cp\u003eIt took a \u003cem\u003elong time\u003c/em\u003e and a lot of negotiating back and forth, but I finally acquired the\n\u003ca href=\"https://www.budgetsheet.com\"\u003e\u003cstrong\u003eBudgetSheet.com\u003c/strong\u003e\u003c/a\u003e domain. All old links will still work, and will redirect seamlessly\nto the new .com domain.\u003c/p\u003e\n\u003cp\u003eGrowth is strong and usage is accelerating. I am continuing to invest in the product, new features, and data import\nstability. Here\u0026#39;s the to future of financial management in spreadsheets!\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet.net to BudgetSheet.com","description":"BudgetSheet.net is now BudgetSheet.com. It took a long time and a lot of negotiating back and forth, but I finally acquired the BudgetSheet.com domain.","dateMs":1697328000000,"frontmatter":{"title":"BudgetSheet.net to BudgetSheet.com","description":"BudgetSheet.net is now BudgetSheet.com. It took a long time and a lot of negotiating back and forth, but I finally acquired the BudgetSheet.com domain.","image":"/img/posts/budgetsheet-com/1.png","date":"2023-10-15T00:00:00.000Z"}},{"fileName":"budgetsheet-v282-balances-update.md","slug":"budgetsheet-v282-balances-update","content":"\u003cp\u003eThe \u003cem\u003eBSA_Balances\u003c/em\u003e sheet has been updated to include more balance data from your linked accounts. For credit and loan\naccount types, the sheet now includes the available balance, the credit limit, and the balance used percentage for each\napplicable linked account.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eNew columns in the \u003cem\u003eBSA_Balances\u003c/em\u003e sheet are\u003c/strong\u003e:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003ccode\u003eBalanceAvailable\u003c/code\u003e - Available balance remaining (for credit accounts and loans)\u003c/li\u003e\n\u003cli\u003e\u003ccode\u003eBalanceLimit\u003c/code\u003e - Balance limit (for credit accounts and loans)\u003c/li\u003e\n\u003cli\u003e\u003ccode\u003eUsePct\u003c/code\u003e - Percentage of balance used for the account\u003c/li\u003e\n\u003cli\u003e\u003ccode\u003eCurrency\u003c/code\u003e - Primary currency used for account (USD, CAD, etc.)\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eHere is what the new sheet looks like with all the new columns:\n\u003cimg src=\"/img/posts/budgetsheet-v282-balance-updates/1.png\" alt=\"New BudgetSheet BSA_Balances sheet\" width=\"800\" height=\"115\"\u003e\u003c/p\u003e\n\u003cp\u003eIn contrast with only the current balance on the old sheet:\n\u003cimg src=\"/img/posts/budgetsheet-v282-balance-updates/2.png\" alt=\"Old BudgetSheet BSA_Balances sheet\" width=\"800\" height=\"179\"\u003e\u003c/p\u003e\n\u003ch2 id=\"how-to-get-the-new-columns-and-data\"\u003eHow To Get The New Columns and Data\u003c/h2\u003e\n\u003cp\u003eJust like the \u003cem\u003eBSA_Transactions\u003c/em\u003e sheet, the \u003cem\u003eBSA_Balances\u003c/em\u003e sheet is now\n\u003ca href=\"/articles/budgetsheet-v250-editable-transactions\"\u003euser-customizeable\u003c/a\u003e. This means that \u003cstrong\u003eif the new columns exist with\nthe exact expected name, the data will be inserted into them\u003c/strong\u003e, no matter what position they are in.\u003c/p\u003e\n\u003cp\u003eEvery new BSA_Balances sheet created will have all the new columns and number formatting automatically applied. The new\nbalance data will be automatically inserted when fetching transactions.\u003c/p\u003e\n\u003cp\u003eExisting BSA_Balances sheets for current users will \u003cstrong\u003enot\u003c/strong\u003e be modified in order to ensure there is no disruption to your\ncurrent data in the balances sheet, or any formulas that reference balance values.\u003c/p\u003e\n\u003ch2 id=\"convert-an-old-bsa_balances-sheet-to-the-new-format-with-your-data\"\u003eConvert An Old BSA_Balances Sheet to the New Format With Your Data\u003c/h2\u003e\n\u003cp\u003eIf you have an existing balances sheet with data you want to keep, but you want to move it to the new format and get all\nthe new balance data, follow these steps:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eRe-name your existing \u003cem\u003eBSA_Balances\u003c/em\u003e sheet to \u003cem\u003eBSA_Balances_X\u003c/em\u003e\u003c/li\u003e\n\u003cli\u003eFetch transactions (any date range, or just click \u0026quot;
6Run Autofetch\u0026quot;)\u003c/li\u003e\n\u003cli\u003eThe new \u003cem\u003eBSA_Balances\u003c/em\u003e sheet will automatically be setup with all the new columns and the most current balance data\nwill be inserted in to the sheet\u003c/li\u003e\n\u003cli\u003eCopy the data from your old balances sheet \u003cem\u003eBSA_Balances_X\u003c/em\u003e into the new \u003cem\u003eBSA_Balances\u003c/em\u003e sheet\u003c/li\u003e\n\u003cli\u003eMove the data as needed so the column headings line up with the data (4 new columns were added after \u003ccode\u003eBalance\u003c/code\u003e)\u003c/li\u003e\n\u003cli\u003eAll the new data will fill-in automatically into the \u003cem\u003eBSA_Balances\u003c/em\u003e sheet from there on with each transactions fetch\u003c/li\u003e\n\u003cli\u003eDelete the old \u003cem\u003eBSA_Balances_X\u003c/em\u003e sheet after confirming all the data has been moved over and the new sheet is working\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eThis new update should allow you to more accurately track your credit account balances across all your accounts so you\ncan get a better picture of where you are at.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.8.2 - Available Balance, Limits, and Percentages","description":"The BSA_Balances sheet has been updated to include more balance data from your linked accounts. For credit and loan account types, the sheet now includes the available balance, the credit limit, and the balance used percentage for each applicable linked account.","dateMs":1685557862000,"frontmatter":{"title":"BudgetSheet 2.8.2 - Available Balance, Limits, and Percentages","description":"The BSA_Balances sheet has been updated to include more balance data from your linked accounts. For credit and loan account types, the sheet now includes the available balance, the credit limit, and the balance used percentage for each applicable linked account.","image":"/img/posts/budgetsheet-v282-balance-updates/1.png","date":"2023-05-31T18:31:02.000Z"}},{"fileName":"budgetsheet-v280-sidebar.md","slug":"budgetsheet-v280-sidebar","content":"\u003cp\u003eBudgetSheet has a new sidebar app! The sidebar is currently in a feature preview through the end of the year with the\ngoal of launching it Jan. 1, 2023.\nYou can open the new sidebar from the BudgetSheet menu:\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v280-sidebar/2.png\" alt=\"BudgetSheet Menu with Sidebar App menu item\" width=\"800\" height=\"344\"\u003e\u003c/p\u003e\n\u003ch2 id=\"the-full-sidebar\"\u003eThe Full Sidebar\u003c/h2\u003e\n\u003cp\u003eThe full sidebar has all the same menu items and functionality as the Extensions menu and looks like this once opened:\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v280-sidebar/1.png\" alt=\"New BudgetSheet Sidebar App\" width=\"800\" height=\"712\"\u003e\u003c/p\u003e\n\u003cp\u003eAll of the current menu items and screens are still available in the menu for now to give you some more time to adjust\nto the new sidebar.\u003c/p\u003e\n\u003ch2 id=\"the-goal-of-this-change\"\u003eThe Goal of This Change\u003c/h2\u003e\n\u003cp\u003eThe goal of this change vs. the menu items is \u003cstrong\u003eto have a persistent UI that does not block or overlay your\nspreadsheets\u003c/strong\u003e. This approach more closely aligns with Google\u0026#39;s new sidebar UI and approach for \u003ca href=\"https://workspace.google.com/products/add-ons/\"\u003eGoogle Workspace\nAddons\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003eMoving all the UI options and functionality over to a web-based sidebar also opens up future possibilities like\nintegrating into Microsoft Excel in addition to Google Sheets.\u003c/p\u003e\n\u003ch2 id=\"your-feedback-is-appreciated\"\u003eYour Feedback is Appreciated\u003c/h2\u003e\n\u003cp\u003eIf you have any feedback or encounter any issues with the new sidebar, please let me know as soon as possible at\n\u003ca href=\"mailto:\u0026#x73;\u0026#117;\u0026#x70;\u0026#x70;\u0026#111;\u0026#x72;\u0026#116;\u0026#64;\u0026#98;\u0026#x75;\u0026#x64;\u0026#103;\u0026#x65;\u0026#116;\u0026#115;\u0026#x68;\u0026#x65;\u0026#x65;\u0026#x74;\u0026#46;\u0026#x63;
6\u0026#x6f;\u0026#x6d;\"\u003e\u0026#x73;\u0026#117;\u0026#x70;\u0026#x70;\u0026#111;\u0026#x72;\u0026#116;\u0026#64;\u0026#98;\u0026#x75;\u0026#x64;\u0026#103;\u0026#x65;\u0026#116;\u0026#115;\u0026#x68;\u0026#x65;\u0026#x65;\u0026#x74;\u0026#46;\u0026#x63;\u0026#x6f;\u0026#x6d;\u003c/a\u003e or by replying to this email.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.8.0 - New Sidebar App","description":"New Sidebar App for Google Sheets. Now you can access all of the functionality of BudgetSheet from a sidebar alongside your spreadsheet instead of menus and overlays that block it.","dateMs":1671709044000,"frontmatter":{"title":"BudgetSheet 2.8.0 - New Sidebar App","description":"New Sidebar App for Google Sheets. Now you can access all of the functionality of BudgetSheet from a sidebar alongside your spreadsheet instead of menus and overlays that block it.","image":"/img/posts/budgetsheet-v280-sidebar/1.png","date":"2022-12-22T11:37:24.000Z"}},{"fileName":"how-to-budget-irregular-income-with-google-sheets.md","slug":"how-to-budget-irregular-income-with-google-sheets","content":"\u003cp\u003e\u003cstrong\u003eIf you\u0026#39;re self-employed or own a small business, you may have\nirregular income.\u003c/strong\u003e Creating a budget is important to avoiding\nunexpected expenses. It also gives you peace of mind. Understanding\nwhere your money goes helps you manage it better. In this guide we\u0026#39;ll\ndiscuss how to budget irregular income with Google Sheets.\u003c/p\u003e\n\u003ch2 id=\"1-calculate-your-average-income\"\u003e1. Calculate Your Average Income\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eCalculating your average income gives you a baseline for your\nbudget.\u003c/strong\u003e Some financial experts like Dave Ramsey recommend \u003ca href=\"https://www.ramseysolutions.com/budgeting/how-to-budget-an-irregular-income\"\u003ebudgeting\nfrom your lowest\npaycheck\u003c/a\u003e.\nThis helps ensure you never go over budget. However, it can be strict,\nso we recommend using your average income instead. In your Google sheet,\nlist your last three to five paychecks. Use the Average function to find\nyour average monthly income.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/how-to-budget-irregular-income-with-google-sheets/2.jpeg\" alt=\"Budgeting irregular income with google\nsheets\" width=\"800\" height=\"543\"\u003e\u003c/p\u003e\n\u003ch2 id=\"2-list-your-fixed-and-variable-expenses\"\u003e2. List Your Fixed and Variable Expenses\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eListing your expenses gives you a clear picture of your finances.\u003c/strong\u003e\nThis is the most important step! So don\u0026#39;t leave anything out. Include\nALL fixed and variable expenses to improve your budget\u0026#39;s accuracy. Fixed\nexpenses are things like your rent, utilities, or phone bill. Variable\nexpenses may include gas, food, and office supplies. Add each expense to\nyour Google sheet and organize them by category. If you need help\norganizing your budget, review our \u003ca href=\"https://www.budgetsheet.com/articles/how-to-make-a-budget-with-google-sheets\"\u003eStep by Step Guide to Budgeting with\nGoogle\nSheets\u003c/a\u003e.\u003c/p\u003e\n\u003ch2 id=\"3-calculate-your-emergency-fund\"\u003e3. Calculate Your Emergency Fund\u003c/h2\u003e\n\u003cp\u003eAn emergency fund gives you peace of mind. It also prepares you for\nunexpected expenses. Add a line in your Google Sheet for your emergency\nfund. Allocate a portion of each paycheck towards it. Use your expense\nlist to determine how much to save. \u003cstrong\u003eWhen you have irregular income,\nthe rule of thumb is to save nine to twelve months of your monthly\nexpenses.\u003c/strong\u003e While this may sound outlandish, it helps you avoid taking\non debt to pay for unexpected costs like car maintenance or medical\nbills.\u003c/p\u003e\n\u003ch2 id=\"4-track-your-expenses-daily\"\u003e4. Track Your Expenses Daily\u003c/h2\u003e\n\u003cp\u003eOnce your budget is created, you still need to track y
6our expenses. Not\nsure how to track your expenses? Check out our previous article: \u003ca href=\"https://www.budgetsheet.com/articles/how-to-track-your-spending-with-google-sheets\"\u003eHow to\nTrack Your Spending with Google\nSheets\u003c/a\u003e.\nEach day you\u0026#39;ll add new costs and income. Your budget is the plan. Your\nspending is actual expenditure. \u003cstrong\u003eReview your budget weekly to see how\naccurately your plan matches actual expenditure.\u003c/strong\u003e This helps you\nunderstand how to adjust future budgets.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/how-to-budget-irregular-income-with-google-sheets/3.jpeg\" alt=\"Budgeting irregular income example\" width=\"800\" height=\"603\"\u003e\u003c/p\u003e\n\u003ch2 id=\"5-update-your-budget-monthly\"\u003e5. Update Your Budget Monthly\u003c/h2\u003e\n\u003cp\u003eAt the end of the month, you should review and update your budget.\n\u003cstrong\u003eThis improves its usefulness and accuracy.\u003c/strong\u003e If you overspent in one\ncategory, you might need to increase the allowed amount. If you\noverspent in multiple categories, you might need to consider a more\nrealistic plan. See the example above. As time passes, your plan will\nmatch your actual spending, and you won\u0026#39;t need to review your budget as\noften. That\u0026#39;s how you know it\u0026#39;s working!\u003c/p\u003e\n\u003ch3 id=\"bonus-use-conditional-formatting\"\u003eBONUS: Use Conditional Formatting\u003c/h3\u003e\n\u003cp\u003e\u003cstrong\u003eUse conditional formatting to identify areas to improve your budget.\u003c/strong\u003e\nSee the picture below. Click an entry in your \u0026quot;Actual\u0026quot; column.\nRight-click and select \u0026quot;View more cell actions\u0026quot; then \u0026quot;Conditional\nformatting.\u0026quot; In the \u0026quot;Format Cells\u0026quot; field, select \u0026quot;greater than\u0026quot; and\nenter your Planned amount. For example, if you plan to spend $1000 on\nrent, enter that here. Then change your \u0026quot;formatting style\u0026quot; to red.\n\u003cstrong\u003eThis makes categories where you overspend turn red!\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/how-to-budget-irregular-income-with-google-sheets/4.jpeg\" alt=\"Example conditional formatting for budgeting with irregular\nincome\" width=\"800\" height=\"564\"\u003e\u003c/p\u003e\n\u003ch2 id=\"conclusion\"\u003eConclusion\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eManaging irregular income can be stressful. That\u0026#39;s why you need a\nbudget!\u003c/strong\u003e It helps you prepare for unexpected expenses and provides\npeace of mind. Whether you\u0026#39;re a freelancer or small business owner,\ncreating a budget is key to financial success.\u003c/p\u003e\n\u003ch3 id=\"let-budgetsheet-automate-your-expense-tracking-in-google-sheets\"\u003eLet BudgetSheet automate your expense tracking in Google Sheets\u003c/h3\u003e\n\u003cp\u003eStop doing all this by hand - it\u0026#39;s a lot of work! Automate your expense\ntracking with the \u003ca href=\"https://www.budgetsheet.com/\"\u003eBudgetSheet extension for Google\nSheets\u003c/a\u003e! BudgetSheet uses Plaid to add and\ncategorize your expenses in Google Sheets automatically. Your financial\ninformation is safe and secure because it all stays in your own Google\nSheet. Try BudgetSheet free for 15 days!\u003c/p\u003e\n\u003cp\u003e--\u003c/p\u003e\n\u003cp\u003eThis article was contributed by \u003ca href=\"https://www.linkedin.com/in/zacharyjpeter94/\"\u003eZachary Peterson\u003c/a\u003e, Financial Educator and\nTech Enthusiast\u003c/p\u003e\n","title":"How to Budget Irregular Income With Google Sheets","description":"If you're self-employed or own a small business, you may have irregular income. Creating a budget is important to avoiding unexpected expenses. It also gives you peace of mind. Understanding where your money goes helps you manage it better. In this guide we'll discuss how to budget irregular income with Google Sheets.","dateMs":1665394369000,"frontmatter":{"title":"How to Budget Irregular Income With Google Sheets","description":"If you're self-employed or own a small business, you may have irregular income. Creating a budget is important to avoiding unexpected expenses. It also gives you peace of mind. Understanding where your money goes helps you manage it better. In this guide we'll discuss how to budget irregular income with Google Sheets.","image":"/img/posts/how-to-budget-irregular-income-with-google-sheets/1.jpeg","date":"2022-10-10T09:32:49.000Z"}},{"fileName":"how-to-track-your-spending-with-google-sheets.md","slug":"how-to-track-your-spending-with-google-sheets","content":"\u003cp\u003e\u003cimg src=\"/img/posts/how-to-track-your-spending-with-google-sheets/1.png\" alt=\"Alt Text\" width=\"800\" height=\"533\"\u003e\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eThe tricky part about budgeting isn’t starting one; it’s sticking to it\u003c/strong\u003e. Tracking your spending c
6an be tedious.\nThat’s why many people don’t budget. Finding a tracking method that works for you is essential to making your budget\nstick. In this guide, we’ll discuss how to track your spending with Google Sheets.\u003c/p\u003e\n\u003cp\u003eManual expense tracking not your thing? Try the \u003ca href=\"https://www.budgetsheet.com/\"\u003eBudgetSheet extension for Google Sheets!\u003c/a\u003e\nThis nifty tool will automatically set up your budget and track your spending. Sticking to your budget will be that much\neasier!\u003c/p\u003e\n\u003ch2 id=\"how-to-track-your-spending-with-google-sheets\"\u003eHow to Track Your Spending with Google Sheets\u003c/h2\u003e\n\u003ch3 id=\"1-create-a-budget\"\u003e1. Create a budget\u003c/h3\u003e\n\u003cp\u003eThe first step to tracking your expenses is to create a budget. If you need help, check out our previous article: \u003ca href=\"https://www.budgetsheet.com/articles/how-to-make-a-budget-with-google-sheets\"\u003eHow\nto Make A Budget with Google Sheets\u003c/a\u003e.\nCreating a budget sets you up for financial success. Google Sheets makes it easy to personalize your budget. Start by\nlisting all your income and expenses. Then subtract to see what’s leftover. Just by listing your income and expenses,\nyou get a comprehensive view of your finances! The next step will help you find areas to improve.\u003c/p\u003e\n\u003ch3 id=\"2-automate-your-expense-tracking\"\u003e2. Automate your expense tracking\u003c/h3\u003e\n\u003cp\u003eTracking your expenses can be tedious! We recommend automatic vs. manual tracking. The \u003ca href=\"https://www.budgetsheet.com/\"\u003eBudgetSheet extension for Google\nSheets is an excellent tool for this\u003c/a\u003e. It pulls your daily expenses automatically into\nyour Google Sheet budget. If you prefer manual tracking, you’ll need to keep a list of every purchase you make. See an\nexample manual transaction list below.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/how-to-track-your-spending-with-google-sheets/2.png\" alt=\"Alt Text\" width=\"800\" height=\"718\"\u003e\u003c/p\u003e\n\u003ch3 id=\"3-use-the-503020-rule\"\u003e3. Use the 50/30/20 rule\u003c/h3\u003e\n\u003cp\u003eThe \u003ca href=\"https://www.investopedia.com/ask/answers/022916/what-502030-budget-rule.asp\"\u003e50/30/20 rule\u003c/a\u003e is a simple way to\nmeasure your budget’s success. The rule recommends allowing 50 percent of your income for needs, 30 percent for wants,\nand 20 percent for savings. \u003cstrong\u003eYour budget may not fit the rule initially, and that’s okay!\u003c/strong\u003e The 50/30/20 rule is\njust a guideline. The main goal is to spend less than you make. Try adding a new column in Google Sheets to help\nmonitor your progress.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/how-to-track-your-spending-with-google-sheets/3.png\" alt=\"Alt Text\" width=\"800\" height=\"702\"\u003e\u003c/p\u003e\n\u003ch3 id=\"4-review-your-budget-weekly\"\u003e4. Review your budget weekly\u003c/h3\u003e\n\u003cp\u003e\u003cstrong\u003eA weekly budget review helps you build the habit of expense tracking\u003c/strong\u003e. Set a date in your calendar to review your\nGoogle Sheet. You’re looking for areas to improve. Did you spend too much on food? Did you forget to track that business\npurchase? Log them into your transactions list to enhance your budget’s accuracy. As time goes on, your areas to improve\nwill be more nuanced. You may not need to review as frequently. This means your budget is working!\u003c/p\u003e\n\u003ch3 id=\"5-adjust-your-budget-monthly\"\u003e5. Adjust your budget monthly\u003c/h3\u003e\n\u003cp\u003eMaybe you got a new business client or bought a new house. Be sure to update your budget! For example, if you added a\nnew business client, your “other income” category may go from $500 to $750. \u003cstrong\u003eAdjusting your budget helps you track your\navailable margin\u003c/strong\u003e. An income increase means changing the amounts for your other categories. In this case, maybe that\nextra $250 goes to a new “marketing” category for your business!\u003c/p\u003e\n\u003ch2 id=\"conclusion\"\u003eConclusion\u003c/h2\u003e\n\u003cp\u003eBudgeting and tracking your expenses can be\ntaxing. (Pun intended). Find what works for you and stick with it. Like many aspects of life, budgeting gets better with\ntime. Don’t give up!\u003c/p\u003e\n\u003chr /\u003e\n\n\u003ch2 id=\"let-budgetsheet-automate-your-expense-tracking-in-google-sheets\"\u003eLet BudgetSheet automate your expense tracking in Google Sheets\u003c/h2\u003e\n\u003cp\u003eStop doing all this by hand - it\u0026#39;s a lot of work! Automate your expense tracking with the \u003ca href=\"https://www.budgetsheet.com/\"\u003eBudgetSheet extension for\nGoogle Sheets\u003c/a\u003e! BudgetSheet uses Plaid to automatically add and categorize your expenses\nin Google Sheets. Your financial information is safe and secure because it all stays in your own Google Sheet. Try\nBudgetSheet free for 15 days!\u003c/p\u003e\n\u003cp\u003e--\u003c/p\u003e\n\u003cp\u003eThis article was contributed by \u003ca href=\"https://www.linkedin.com/in/zacharyjpeter94/\"\u003eZachary Peterson\u003c/a\u003e, Financial Educator\nand Tech Enthusiast\u003c/p\u003e\n","title":"How to Track Your Spending With Google Sheets","description":"The tricky part about budgeting isn’t starting one;
6 it’s sticking to it. Tracking your spending can be tedious. That’s why many people don’t budget. Finding a tracking method that works for you is essential to making your budget stick. In this guide, we’ll discuss how to track your spending with Google Sheets.","dateMs":1660739700000,"frontmatter":{"title":"How to Track Your Spending With Google Sheets","description":"The tricky part about budgeting isn’t starting one; it’s sticking to it. Tracking your spending can be tedious. That’s why many people don’t budget. Finding a tracking method that works for you is essential to making your budget stick. In this guide, we’ll discuss how to track your spending with Google Sheets.","image":"/img/posts/how-to-track-your-spending-with-google-sheets/1.png","date":"2022-08-17T12:35:00.000Z"}},{"fileName":"how-to-make-a-budget-with-google-sheets.md","slug":"how-to-make-a-budget-with-google-sheets","content":"\u003cp\u003eFiguring out how to make a budget can be intimidating, especially if you\u0026#39;re going from disorganized to tracking\nevery dollar. This how-to guide will help you transition from \u0026quot;Where\u0026#39;d all my money go?\u0026quot; to \u0026quot;I\u0026#39;ve\ngot some leftover!\u0026quot; in no time.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eBefore you start, keep in mind that there\u0026#39;s no perfect method for budgeting.\u003c/strong\u003e Your goal is to find the method\nthat works for YOU. This guide is specifically designed to help you make a budget with Google Sheets. Are you looking\nfor an easier way? Try the \u003ca href=\"https://www.budgetsheet.com/\"\u003eBudgetSheet extension for Google Sheets\u003c/a\u003e!\u003c/p\u003e\n\u003ch2 id=\"overview-how-to-make-a-budget-with-google-sheets\"\u003eOverview: How to Make a Budget with Google Sheets\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eCreate a new Google Sheet\u003c/li\u003e\n\u003cli\u003eAdd your income\u003c/li\u003e\n\u003cli\u003eList your expenses\u003c/li\u003e\n\u003cli\u003eTotal your income minus expenses\u003c/li\u003e\n\u003cli\u003eTrack your spending daily\u003c/li\u003e\n\u003cli\u003eBONUS: Use \u003ca href=\"https://www.budgetsheet.com/\"\u003eBudgetSheet to create your budget automatically\u003c/a\u003e!\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"a-step-by-step-guide-to-making-a-budget-with-google-sheets\"\u003eA Step-by-Step Guide to Making a Budget with Google Sheets\u003c/h2\u003e\n\u003ch3 id=\"1-create-a-new-google-sheet\"\u003e1. Create a new Google Sheet\u003c/h3\u003e\n\u003cp\u003eLogin to your Google account and open Google Sheets. Click \u003cstrong\u003eBlank\u003c/strong\u003e under \u003cstrong\u003eStart a new spreadsheet\u003c/strong\u003e. It should look\nlike this. Ignore the monthly budget template from Google. You\u0026#39;re creating your own!\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/how-to-make-a-budget-with-google-sheets/1.png\" alt=\"\" width=\"800\" height=\"512\"\u003e\u003c/p\u003e\n\u003ch3 id=\"2-add-your-income-at-the-top\"\u003e2. Add your income at the top\u003c/h3\u003e\n\u003cp\u003eGive your budget spreadsheet a name. Something like My Starter Budget works fine—type \u003cstrong\u003eMonthly Income\u003c/strong\u003e into \u003cstrong\u003ecell\nA3.\u003c/strong\u003e Then \u003cstrong\u003elist your monthly income sources\u003c/strong\u003e beneath it. This helps you calculate how much money you have total\nfrom all sources. So, list everything!\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/how-to-make-a-budget-with-google-sheets/2.png\" alt=\"\" width=\"666\" height=\"644\"\u003e\u003c/p\u003e\n\u003ch3 id=\"3-list-your-expenses-by-category\"\u003e3. List your expenses by category\u003c/h3\u003e\n\u003cp\u003eNow for the fun part! Type \u003cstrong\u003eMonthly Expenses\u003c/strong\u003e into \u003cstrong\u003ecell A10\u003c/strong\u003e. Then \u003cstrong\u003elist your monthly expenses\u003c/strong\u003e beneath it.\nInclude both fixed and variable costs. That means the mortgage/rent and social outings too! \u003cstrong\u003eIf you want to track due\ndates\u003c/strong\u003e , you can \u003cstrong\u003eadd a Due Dates column to cell C10\u003c/strong\u003e. Listing your expenses gives you a complete view of where\nyour money is going. This is important because you may have costs you forgot about!\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/how-to-make-a-budget-with-google-sheets/3.png\" alt=\"\" width=\"668\" height=\"1248\"\u003e\u003c/p\u003e\n\u003ch3 id=\"4-total-your-income-minus-expenses\"\u003e4. Total your income minus expenses\u003c/h3\u003e\n\u003cp\u003eAfter you\u0026#39;ve totaled your income and expenses, subtract your Expense Total from your Income Total. \u003cstrong\u003ePro Tip: Let\nGoogle Sheets do this for you!\u003c/strong\u003e Add a row at the bottom of your budget named \u003cstrong\u003eTotal Leftover.\u003c/strong\u003e Then type \u003cstrong\u003e=(cell\nwith Income Total)-(cell with Expense Total).\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/how-to-make-a-budget-with-google-sheets/4.png\" alt=\"\" width=\"668\" height=\"1362\"\u003e\u003c/p\u003e\n\u003ch3 id=\"5-track-your-spending-daily\"\u003e5. Track your spending daily\u003c/h3\u003e\n\u003cp\u003eNow here\u0026#39;s the kicker! \u003cstrong\u003eA budget doesn\u0026#39;t work if you don\u0026#39;t check it.\u003c/strong\u003e Every day you\u0026#39;ll need to add in\nyour transactions. Spent $50 on a babysitter? Add it to the list. Spent $10 at Starbucks? Add it to the list. By the end\nof the month, you\u0026#39;ll have a comprehensive view of your spending habits! \u003cstrong\u003eThe magic of a budget is in the holistic\nview.\u003c/strong\u003e It helps to see where you\u0026#39;re overspending and where you can cut costs. One way to do this is by using the\n50/30/20 principle. This budgeting standard can help you balance your budget in all categories. Check out our article on\n\u003ca href=\"https://www.budgetsheet.com/articles/how-to-track-your-spending-with-google-sheets\"\u003eHow to Track Your Spending with Google\nSheets\u003c/a\u003e to learn more!\u003c/p\u003e\n\u003ch3 id=\"bonus-use-budgetsheet-to-create-your-budget-automatically\"\u003eBONUS: Use BudgetSheet to create your budget automatically!\u003c/h3\u003e\n\u003cp\u003eDoes creating a budget sound like hard 
6work? It doesn\u0026#39;t have to be. Try using the \u003ca href=\"https://www.budgetsheet.com/\"\u003eBudgetSheet extension for\nGoogle Sheets!\u003c/a\u003e This helpful tool makes budgeting easy by doing the work for you!\nBudgetSheet uses Plaid to automatically track your expenses and add them to a Google Sheet. Your information is safe\nand secure because it works from your computer. None of your data is transmitted online. Plus, you get the ease of not\nhaving to do manual labor every day! \u003ca href=\"https://www.budgetsheet.com/\"\u003eTry BudgetSheet free for 15 days\u003c/a\u003e. You won\u0026#39;t\nregret it!\u003c/p\u003e\n\u003cp\u003e--\u003c/p\u003e\n\u003cp\u003eThis article was contributed by \u003ca href=\"https://www.linkedin.com/in/zacharyjpeter94/\"\u003eZachary Peterson\u003c/a\u003e, Financial Educator and\nTech Enthusiast\u003c/p\u003e\n","title":"How to Make a Budget With Google Sheets","description":"Figuring out how to make a budget can be intimidating, especially if you're going from disorganized to tracking every dollar. This how-to guide will help you transition from \"Where'd all my money go?\" to \"I've got some leftover!\" in no time.","dateMs":1659613320000,"frontmatter":{"title":"How to Make a Budget With Google Sheets","description":"Figuring out how to make a budget can be intimidating, especially if you're going from disorganized to tracking every dollar. This how-to guide will help you transition from \"Where'd all my money go?\" to \"I've got some leftover!\" in no time.","image":"/img/posts/how-to-make-a-budget-with-google-sheets/2.png","date":"2022-08-04T11:42:00.000Z"}},{"fileName":"budgetsheet-v271-simplified-categories.md","slug":"budgetsheet-v271-simplified-categories","content":"\u003cp\u003eCategories in BudgetSheet have been drastically simplified. The old category sheet had 45 different categories that were\noften too narrow or mostly unused. The new system has 26 categories that make it easier to use and quickly categorize\nyour transactions, including a new \u003cem\u003eUNCATEGORIZED\u003c/em\u003e category so you can quickly spot transactions that require manual\ncategorization.\u003c/p\u003e\n\u003cp\u003eThis new category system is loosely based on \u003ca href=\"https://plaid.com/blog/transactions-categorization-taxonomy/\"\u003ePlaid\u0026#39;s new category\ntaxonomy\u003c/a\u003e. The full mapping rules from Plaid\u0026#39;s new\ncategories to BudgetSheet\u0026#39;s new categories are shown below:\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"http://www.budgetsheet.com/img/posts/budgetsheet-v271-simplified-categories/1.png\" alt=\"New BudgetSheet Categories\"\u003e\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eNew customers and newly created sheets\u003c/strong\u003e will be on the new category system.  The new system does NOT have the\n\u003cstrong\u003eFullCategory\u003c/strong\u003e column anymore. There is now only a single simplified \u003cstrong\u003eCategory\u003c/strong\u003e column in the \u003cem\u003eBSA_Transactions\u003c/em\u003e\nsheet.\u003c/p\u003e\n\u003cp\u003eYou can of course still also \u003ca href=\"http://www.budgetsheet.com/articles/budgetsheet-v250-editable-transactions\"\u003ecreate your own\ncolumns\u003c/a\u003e if you need more categorization\noptions.\u003c/p\u003e\n\u003ch2 id=\"will-this-change-my-existing-categories\"\u003eWill this change my existing categories?\u003c/h2\u003e\n\u003cp\u003eThis update will NOT impact existing customers who wish to continue using the current categorization system they already\nhave in place. New bank transaction imports will continue to use the old system for existing sheets as long as your\n\u003cem\u003eBSA_Transactions\u003c/em\u003e sheet has the \u003cstrong\u003eFullCategory\u003c/strong\u003e column in it.\u003c/p\u003e\n\u003ch2 id=\"how-can-i-change-an-existing-sheet-to-the-new-system\"\u003eHow can I change an existing sheet to the new system?\u003c/h2\u003e\n\u003cp\u003eIf you want to change an existing sheet full of transactions over to the new system, you will have to re-create the\n\u003cem\u003eBSA_Transactions\u003c/em\u003e sheet and re-import your transactions into it.\u003c/p\u003e\n\u003cp\u003eThe new system categorizes your transactions on the server as they stream in, and there is no direct mapping from the\nold category system in y
6our spreadsheet to the new one. The only options for switching over right now are to either\nfinish out the year with the existing category system and then switch over to the new one next year, or start over from\nscratch.\u003c/p\u003e\n\u003cp\u003eThe good news is that the new system is optional for existing sheets, so there is no work required for you as part of\nthis new version just to continue using it as-is.\u003c/p\u003e\n\u003ch2 id=\"bsa_budget-sheet-updated\"\u003eBSA_Budget Sheet Updated\u003c/h2\u003e\n\u003cp\u003eThis new version of BudgetSheet also has some great updates to the optional Monthly Budgeting spreadsheet (in the \u003cmark\u003e\u0026quot;More\n    Sheets \u0026amp; Templates...\u0026quot;\u003c/mark\u003e menu) that you\nshould check out if you are using the new category system. It now includes all your categories by default, and\nautomatically fills in all the formulas, all the way down!\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.7.1 - Simplified Categories","description":"New simplified category system! Quickly auto-categorize bank transactions in Google Sheets with BudgetSheet.","dateMs":1657272240000,"frontmatter":{"title":"BudgetSheet 2.7.1 - Simplified Categories","description":"New simplified category system! Quickly auto-categorize bank transactions in Google Sheets with BudgetSheet.","image":"/img/posts/budgetsheet-v271-simplified-categories/1.png","date":"2022-07-08T09:24:00.000Z"}},{"fileName":"budgetsheet-v260-pending-transactions.md","slug":"budgetsheet-v260-pending-transactions","content":"\u003cp\u003e\u003cstrong\u003eImport pending transactions from your bank account into Google Sheets\u003c/strong\u003e. BudgetSheet now supports\nimporting pending transactions! As of v2.6.0, there is a new \u003cem\u003eStatus\u003c/em\u003e column in the \u003cstrong\u003eBSA_Transactions\u003c/strong\u003e sheet. If a\ntransaction is not fully settled, it will be imported with a status of \u0026quot;Pending\u0026quot;. Once the transaction is settled, the\nrow will be updated in place and the Status will be cleared.\u003c/p\u003e\n\u003cp\u003eCheck out a quick demo of this below:\u003c/p\u003e\n\u003ciframe width=\"660\" height=\"371\" src=\"https://www.youtube-nocookie.com/embed/YRI737L4GdA\" title=\"YouTube video player\"\nframeborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\"\nallowfullscreen\u003e\u003c/iframe\u003e\n\n\u003ch2 id=\"how-do-i-upgrade\"\u003eHow Do I Upgrade?\u003c/h2\u003e\n\u003cp\u003eThe upgrade script will automatically run the next time you visit the Google Sheet and try to manually run an action,\nlike \u0026quot;Fetch Latest Transactions...\u0026quot;. Just click \u0026quot;Yes\u0026quot; at the upgrade prompt, and you should be good to go.\u003c/p\u003e\n\u003ch2 id=\"how-does-this-impact-autofetch\"\u003eHow Does This Impact Autofetch?\u003c/h2\u003e\n\u003cp\u003eThis change will not impact Autofetch, which will continue to run like normal. Since the importing of pending\ntransactions depends on whether or not the \u0026quot;Status\u0026quot; column exists, Autofetch will not begin importing pending\ntransactions or resolving them until you visit the sheet and run the upgrade script.\u003c/p\u003e\n\u003ch2 id=\"what-if-i-dont-want-to-import-pending-transactions\"\u003eWhat If I Don\u0026#39;t Want to Import Pending Transactions?\u003c/h2\u003e\n\u003cp\u003eIf you do NOT want pending transactions added to the BSA_Transactions sheet, simply delete the \u0026quot;Status\u0026quot; column, and\npending transactions will be skipped. BudgetSheet will know what to do if that column is missing :)\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.6.0 - Pending Transactions","description":"Import pending transactions from your bank into Google Sheets with BudgetSheet","dateMs":1645171200000,"frontmatter":{"title":"BudgetSheet 2.6.0 - Pending Transactions","description":"Import pending transactions from your bank into Google Sheets with BudgetSheet","image":"/img/posts/budgetsheet-v260-pending-transactions/1.png","date":"2022-02-18T08:00:00.000Z"}},{"fileName":"budgetsheet-v250-editable-transactions.md","slug":"budgetsheet-v250-editable-transactions","content":"\u003cp\u003eThe \u003cstrong\u003eBSA_Transactions\u003c/strong\u003e sheet is now partially user-editable. This means you can now add your own columns to the\nBSA_Transactions sheet and put them wherever you want. All transaction imports will still work and import in the correct\nplaces.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v250-editable-transactions/1.png\" alt=\"Custom User Column Example\" width=\"800\" height=\"332\"\u003e\u003c/p\u003e\n\u003ch2 id=\"what-are-the-limitations\"\u003eWhat are the limitations?\u003c/h2\u003e\n\u003cp\u003eYou can add any new columns you like anywhere you want, but you \u003cstrong\u003eshould not re-name any of the existing columns\u003c/strong\u003e. The\nprotected BudgetSheet column names are:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eDate\u003c/li\u003e\n\u003cli\u003eAmount\u003c/li\u003e\n\u003cli\u003eBusiness\u003c/li\u003e\n\u003cli\u003eCategory\u003c/li\u003e\n\u003cli\u003eFullCategory\u003c/li\u003e\n\u003cli\u003eTransactionID\u003c/li\u003e\n\u003cli\u003eAccount\u003c/li\u003e\n\u003cli\u003eStatus\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eThe values are now inserted based on column name instead of\nexact column position. This makes the sheet itself more flexible for adding checkboxes, notes, etc. but comes with the\ntrade-off of not being able to edit the original column names.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.5.0 - User-Editable BSA_Transactions Sheet","description":"You can now add your own columns to the BSA_Transactions sheet anywhere you want!","dateMs":1635120000000,"frontmatter":{"title":"BudgetSheet 2.5.0 - User-Editable BSA_Transactions Sheet","description":"You can now add your own columns to the BSA_Transactions sheet anywhere you want!","image":"/img/posts/budgetsheet-v250-editable-transactions/1.png","date":"2021-10-25T00:00:00.000Z"}},{"fileName":"budgetsheet-v241-account-linking.md","slug":"budgetsheet-v241-account-linking","content":"\u003cp\u003eDue to Plaid\u0026#39;s new \u003ca href=\"https://www.finextra.com/pressarticle/88035/plaid-forms-open-finance-partnership-with-capital-one\"\u003eopen banking partnership\u003c/a\u003e, \u003ca href=\"https://www.budgetsheet.com\"\u003eBudgetSheet\u003c/a\u003e now supports a bunch more banks a \u003cem\u003elot\u003c/em\u003e more reliably!\u003c/p\u003e\n\u003cp\u003eIf you have had trouble in the past linking BudgetSheet with Capital One, Chase, Wells Fargo, or other large banks, this will be very good and very welcome news for you. \u003cstrong\u003eTry linking your bank again\u003c/strong\u003e if you have had issues in the past. It will probably work this time!\u003c/p\u003e\n\u003ch2 id=\"easy-quick-balance-updates\"\u003eEasy Quick Balance Updates\u003c/h2\u003e\n\u003cp\u003eIn addition to enhancing the quality of banking integrations, the latest BudgetSheet update also comes with an easy way to quickly refresh all your account balances directly from the \u0026#39;Manage Accounts\u0026#39; screen by clicking on the \u0026#39;Update\u0026#39; button.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v241-account-linking/1.png\" alt=\"New Update Button on the Manage Accounts Screen\" width=\"800\" height=\"454\"\u003e\u003c/p\u003e\n\u003cp\u003eAll of the account balances are also right-aligned and appropriately color-coded so they are easier to scan quickly. If you have any accounts with a \u0026#39;loan\u0026#39; type, those balances are also now correctly reporting as negative.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet v2.4.1 - Account Linking Updates","de
6scription":"More supported banks and an easy way to quickly update all your account balances","dateMs":1624492800000,"frontmatter":{"title":"BudgetSheet v2.4.1 - Account Linking Updates","description":"More supported banks and an easy way to quickly update all your account balances","image":"/img/posts/budgetsheet-v241-account-linking/1.png","date":"2021-06-24T00:00:00.000Z"}},{"fileName":"sheetquery.md","slug":"sheetquery","content":"\u003cp\u003e\u003ca href=\"https://developers.google.com/apps-script\"\u003eGoogle Apps Script\u003c/a\u003e is a pretty awesome tool for working with GSuite\nprogramatically. It\u0026#39;s the foundation of all the behind the scenes magic that powers\n\u003ca href=\"https://www.budgetsheet.com/\"\u003eBudgetSheet\u003c/a\u003e, a Google Sheets extension I wrote and published for pulling real bank\ntransactions into your spreadsheet.\u003c/p\u003e\n\u003cp\u003eBut as great as Google Apps Script is, sometimes \u003cstrong\u003eworking with spreadsheets to find and update specific rows of data can\nbe awkward and tedious. There is no direct built-in way to search for specific values in rows by headings\u003c/strong\u003e. To do this\nwith the Google-supplied APIs, you have to keep track of row index numbers, column index numbers, and arrays of row data\nwhile planning your updates. It\u0026#39;s not fun code to write, and it\u0026#39;s relatively error-prone, especially if you are deleting\nrows, which causes the row index numbers to shift dynamically.\u003c/p\u003e\n\u003cp\u003eA few weeks ago, \u003ca href=\"https://twitter.com/vlucas/status/1367288848573685762\"\u003eI announced via Twitter\u003c/a\u003e that I was writing a\nGoogle Apps Script library to address this. The syntax looks like this:\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/sheetquery/1.jpeg\" alt=\"SheetQuery syntax for finding and updating records\" width=\"800\" height=\"358\"\u003e\u003c/p\u003e\n\u003ch2 id=\"querying-for-records\"\u003eQuerying for records:\u003c/h2\u003e\n\u003cp\u003eThe \u003cstrong\u003egetRows\u003c/strong\u003e method will return an array of objects that are your spreadsheet rows mapped to column hedings.\u003c/p\u003e\n\u003cscript src=\"https://gist.github.com/vlucas/8a457daff1c5dda11561b41842036011.js\"\u003e\u003c/script\u003e\n\n\u003ch2 id=\"updating-records\"\u003eUpdating records:\u003c/h2\u003e\n\u003cp\u003eThe \u003cstrong\u003eupdateRows\u003c/strong\u003e method will update all matched rows in place. No row or column indices to worry about or track!\u003c/p\u003e\n\u003cscript src=\"https://gist.github.com/vlucas/6b302f6cce64890ce03d5d57e24687d0.js\"\u003e\u003c/script\u003e\n\n\u003ch2 id=\"deleting-records\"\u003eDeleting records:\u003c/h2\u003e\n\u003cp\u003eThe \u003cstrong\u003edeleteRows\u003c/strong\u003e method will delete the matching rows in your spreadsheet. Careful with this one!\u003c/p\u003e\n\u003cscript src=\"https://gist.github.com/vlucas/21f6300f3d059e44605af4ed9ee92575.js\"\u003e\u003c/script\u003e\n\n\u003ch2 id=\"insert-records\"\u003eInsert records:\u003c/h2\u003e\n\u003cp\u003eThe \u003cstrong\u003einsertRows\u003c/strong\u003e method can append new rows to your spreadhseet by column heading name. No more keeping track of array\nindex positions!\u003c/p\u003e\n\u003cscript src=\"https://gist.github.com/vlucas/d61a73099c1b9af8dfa4e0d65e270deb.js\"\u003e\u003c/script\u003e\n\n\u003cp\u003eSheetQuery will lookup the column headings, match them with the object keys provided, and insert a new row with an array\nof values mapped to the correct index positions of the spreadsheet headings. Any heading/column values not provided will\nbe left blank. It couldn\u0026#39;t be easier!\u003c/p\u003e\n\u003ch2 id=\"install-and-use-sheetquery\"\u003eInstall and Use SheetQuery\u003c/h2\u003e\n\u003cp\u003eSheetQuery is available as a \u003ca href=\"https://developers.google.com/apps-script/guides/libraries\"\u003eGoogle Apps Script Library\u003c/a\u003e.\u003cbr\u003eScript ID: \u003ccode\u003e1pbpOJxDDHVeVr6WQmR5TZKSqTsW4qwdIlcVKIM6UKYvswkivwHpPnHaO\u003c/code\u003e\u003c/p\u003e\n\u003cp\u003eIf you build your scripts, you can \u003ca href=\"https://www.npmjs.com/package/sheetquery\"\u003einstall SheetQuery via NPM\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003eThe full TypeScript source is available on the \u003ca href=\"https://github.com/vlucas/sheetquery\"\u003e\u003cstrong\u003eSheetQuery GitHub Page\u003c/strong\u003e\u003c/a\u003e. If\nyou are familiar with Google Apps Script, I would love your contributions.\u003c/p\u003e\n","title":"SheetQuery: An ORM-Like Query Builder for Google Sheets and Google Apps Script","description":"A simple and small Google Apps Script library for quickly and easily finding and updating records in Google Sheets with a familiar ORM-like syntax","dateMs":1617926400000,"frontmatter":{"title":"SheetQuery: An ORM-Like Query Builder for Google Sheets and Google Apps Script","description":"A simple and small Google Apps Script library for quickly and easily finding and updating records in Google Sheets with a familiar ORM-like syntax","image":"/img/posts/sheetquery/1.jpeg","date":"2021-04-09T00:00:00.000Z"}},{"fileName":"budgetsheet-v240-user-category-match-patterns.md","slug":"budgetsheet-v240-user-category-match-patterns","content":"\u003cp\u003e\u003ca href=\"https://www.budgetsheet.com\"\u003eBudgetSheet\u003c/a\u003e now has user-specified category match patterns. The next time you open BudgetSheet and run an operation,\n your \u003cstrong\u003eBSA_Categories\u003c/strong\u003e sheet will get a new column named \u003cstrong\u003eMatchPatterns\u003c/strong\u003e.\u003c/p\u003e\n\u003ch2 id=\"user-specified-transaction-category-matching\"\u003eUser-Specified Transaction Category Matching\u003c/h2\u003e\n\u003cp\u003eThe \u003cstrong\u003eMatchPatterns\u003c/strong\u003e column is a simple c
6omma-delimited list of \u003cstrong\u003eBusiness\u003c/strong\u003e names to match against for any incoming\ntransactions. This means that any new transactions that are fetched and appended to the \u003cstrong\u003eBSA_Transactions\u003c/strong\u003e spreadsheet\nwill have the \u003cstrong\u003eCategory\u003c/strong\u003e column set to equal any matching or partially matching name from the new \u003cstrong\u003eMatchPatterns\u003c/strong\u003e\ncolumn in the \u003cstrong\u003eBSA_Categories\u003c/strong\u003e sheet. This new change allows convenient and full user control over automatically\ncategorizing all new transactions going forward.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v240-user-category-match-patterns/1.png\" alt=\"User-Specified Transaction Category Matching\" width=\"800\" height=\"735\"\u003e\u003c/p\u003e\n\u003cp\u003eNote that \u003cstrong\u003ethis only applies to new transactions going forward\u003c/strong\u003e and will not re-categorize, change, or update any\nexisting or past transactions in your \u003cstrong\u003eBSA_Transactions\u003c/strong\u003e sheet.\u003c/p\u003e\n\u003cp\u003eHappy Budgeting!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet v2.4.0 - User Category Match Patterns","description":"BudgetSheet now has user-specified category match patterns. The next time you open BudgetSheet and run an operation, your BSA_Categories sheet will get a new column named MatchPatterns.","dateMs":1615248000000,"frontmatter":{"title":"BudgetSheet v2.4.0 - User Category Match Patterns","description":"BudgetSheet now has user-specified category match patterns. The next time you open BudgetSheet and run an operation, your BSA_Categories sheet will get a new column named MatchPatterns.","image":"/img/posts/budgetsheet-v240-user-category-match-patterns/1.png","date":"2021-03-09T00:00:00.000Z"}},{"fileName":"budgetsheet-v230-account-balance-tracking.md","slug":"budgetsheet-v230-account-balance-tracking","content":"\u003cp\u003eAccount balance tracking is here with a \u003cstrong\u003enew BSA_Balances sheet\u003c/strong\u003e. This sheet will be created for you automatically the\nnext time transactions are fetched - either manually or automatically if you have turned on auto-fetch (which you should\n totally turn on if you haven\u0026#39;t - it\u0026#39;s awesome!).\u003c/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eBSA_Balances\u003c/strong\u003e sheet looks like this: 👇\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v230-account-balance-tracking/1.png\" alt=\"New BSA_Balances spreadsheet\" width=\"800\" height=\"311\"\u003e\u003c/p\u003e\n\u003cp\u003eYou can use this sheet to generate charts, pivot tables, make crazy formulas, or whatever else you need to do. I would\nlove to see what you do with it!\u003c/p\u003e\n\u003cp\u003eThanks for supporting BudgetSheet.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.3.0 - Account Balance Tracking 📈","description":"Account balance tracking is here with a new BSA_Balances sheet. This sheet will be created for you automatically the next time transactions are fetched.","dateMs":1613606400000,"frontmatter":{"title":"BudgetSheet 2.3.0 - Account Balance Tracking 📈","description":"Account balance tracking is here with a new BSA_Balances sheet. This sheet will be created for you automatically the next time transactions are fetched.","image":"/img/posts/budgetsheet-v230-account-balance-tracking/1.png","date":"2021-02-18T00:00:00.000Z"}},{"fileName":"budgetsheet-v220-autofetching.md","slug":"budgetsheet-v220-autofetching","content":"\u003cp\u003e\u003cstrong\u003eAuto-fetching has landed in BudgetSheet!\u003c/strong\u003e Autofetch is not enabled by default, so if you want to set it up, click on the\n\u0026quot;Autofetch Settings...\u0026quot; menu item in the BudgetSheet Extensions menu.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v220-autofetching/1.png\" alt=\"Autofetch Menu Items\" width=\"580\" height=\"946\"\u003e\u003c/p\u003e\n\u003cp\u003eWhen installed, the Autofetch feature will install a ClockTrigger in your spreadsheet that will run the Autofetch\nfunction every single day to automatically fetch new transactions and append them to your BSA_Transactions sheet without\nany intervention. This has been the single most highly requested feature since BudgetSheet was built, and I am very\nhappy to be able to ship it to everyone today.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v220-autofetching/2.png\" alt=\"Autofetch Installation Panel\" width=\"604\" height=\"442\"\u003e\u003c/p\u003e\n\u003cp\u003eEnjoy Autofetch!\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet 2.2.0 - Auto-Fetching is Here! 🎉","description":"Auto-fetching has landed in BudgetSheet! Autofetch is not enabled by default, so if you want to set it up, click on the \"Autofetch Settings...\" menu item in the BudgetSheet Extensions menu.","dateMs":1612483200000,"frontmatter":{"title":"BudgetSheet 2.2.0 - Auto-Fetching is Here! 🎉","description":"Auto-fetching has landed in BudgetSheet! Autofetch is not enabled by default, so if you want to set it up, click on the \"Autofetch Settings...\" menu item in the BudgetSheet Extensions menu.","image":"/img/posts/budgetsheet-v220-autofetching/1.png","date":"2021-02-05T00:00:00.000Z"}},{"fileName":"budgetsheet-v210-account-re-linking.md","slug":"budgetsheet-v210-account-re-linking","content":"\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v210-account-relinking/1.png\" alt=\"You can now re-link accounts from the \u0026quot;Manage Accounts...\u0026quot; screen when they get out of sync\" width=\"800\" height=\"389\"\u003e\u003c/p\u003e\n\u003cp\u003eYou can now re-link accounts directly from the \u0026quot;Manage Accounts...\u0026quot; screen when they get out of sync!\u003c/p\u003e\n\u003cp\u003eWhen an account is out of sync with a bank (login expired, etc.), you will also now receive a nice warning message about\nit when you fetch transactions. Any other banks that are still linked and active will fetch transactions successfully.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/img/posts/budgetsheet-v210-account-relinking/2.png\" alt=\"Accounts with login issues now report this when fetching transactions. Working accounts still import transactions\nsuccessfully.\" width=\"614\" height=\"634\"\u003e\u003c/p\u003e\n\u003cp\u003eAny errors or issues with one of your linked accounts will no longer affect fetching from your other accounts.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet v2.1.0 - Account Re-Linking 
6+ Fixes","description":"You can now re-link accounts directly from the \"Manage Accounts...\" screen when they get out of sync!","dateMs":1611878400000,"frontmatter":{"title":"BudgetSheet v2.1.0 - Account Re-Linking + Fixes","description":"You can now re-link accounts directly from the \"Manage Accounts...\" screen when they get out of sync!","image":"/img/posts/budgetsheet-v210-account-relinking/1.png","date":"2021-01-29T00:00:00.000Z"}},{"fileName":"budgetsheet-v2.md","slug":"budgetsheet-v2","content":"\u003cp\u003eAfter a long time without a big update, \u003cstrong\u003eBudgetSheet v2.0 is finally here. BudgetSheet v2.0 will be released THIS\nWEEKEND\u003c/strong\u003e.\u003c/p\u003e\n\u003ch2 id=\"quick-overview-of-changes\"\u003eQuick Overview of Changes\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eEnd-user Plaid Accounts are no longer required or able to be used with BudgetSheet (to stay in compliance with\nPlaid\u0026#39;s terms of service)\u003c/li\u003e\n\u003cli\u003eNo more auto-sorting transactions and logs by date - they are always appended to the end of the sheet now\u003c/li\u003e\n\u003cli\u003eAccount balances are now updated every time you fetch transactions\u003c/li\u003e\n\u003cli\u003eBudgetSheet is faster and more stable\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"changes-to-plaid-integrations-and-setup\"\u003eChanges to Plaid Integrations and 
6Setup\u003c/h2\u003e\n\u003cp\u003eThis is a major code update that changes the way Plaid integrations work. You will no longer have to signup for your own\nPlaid account to use BudgetSheet. It is now all built-in. According to Plaid\u0026#39;s terms of service, this approach should\nnot have been used to begin with. This update is a major course-correct that fixes that part of BudgetSheet.\u003c/p\u003e\n\u003ch2 id=\"a-faster-more-stable-budgetsheet\"\u003eA Faster, More Stable BudgetSheet\u003c/h2\u003e\n\u003cp\u003eThe net result of changing the Plaid integration is that BudgetSheet should also be faster and more stable. Plaid will\nno longer have to review and approve your individual developer account before everything works well. A lot of the code\nthat does the \u0026quot;heavy lifting\u0026quot; was also moved out of BudgetSheet and into a new high-performance web service that can run\ncode orders of magnitude faster than it was running in Google\u0026#39;s sandboxed processes.\u003c/p\u003e\n\u003ch2 id=\"reconnect-your-accounts-sorry\"\u003eReconnect Your Accounts (Sorry)\u003c/h2\u003e\n\u003cp\u003eThe downside of having to make these adjustments is that \u003cstrong\u003eyou will have to reconnect all your accounts\u003c/strong\u003e, and\ntransactions you have imported will no longer match up with the same transactionIds as the ones you will import from\nhere on out (because the bank account will be linked through a different Plaid account). \u003cstrong\u003eThis means you may end up\nwith a lot of duplicate transactions when you first import using your new linked bank accounts. There is no way around\nthis\u003c/strong\u003e, because these changes were required for BudgetSheet to stay in compliance with Plaid\u0026#39;s terms of service.\u003c/p\u003e\n\u003ch2 id=\"going-forward-v2-and-beyond\"\u003eGoing Forward (v2 and beyond)\u003c/h2\u003e\n\u003cp\u003eWhile this shift in painful for current users now, this is a one-time deal. You will not be forced to re-connect all\nyour accounts like this again. Furthermore since I am maintaining and monitoring the new web service behind BudgetSheet,\n I am now able to have a lot more insight into things that go wrong, and can help troubleshoot issues a lot more\n effectively going forward.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eSeveral more feature updates are planned\u003c/strong\u003e to BudgetSheet in the near future with the most requested features, and now\nthat this update is released, I will be able to follow up with quicker, smaller updates a lot more easily.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eTHANK YOU for being a BudgetSheet customer\u003c/strong\u003e. I really appreciate your financial support in the past, and look forward\nto a continued business relationship in the future as well.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVance L\u003c/li\u003e\n\u003c/ul\u003e\n","title":"BudgetSheet v2.0","description":"The all-new BudgetSheet. No Plaid account required anymore.","dateMs":1602201600000,"frontmatter":{"title":"BudgetSheet v2.0","description":"The all-new BudgetSheet. No Plaid account required anymore.","date":"2020-10-09T00:00:00.000Z"}}]},"__N_SSG":true},"page":"/articles","query":{},"buildId":"GhMF7HEfTE3xw3bTmcm_v","isFallback":false,"gsp":true,"scriptLoader":[]}</script>
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