Sign in with Google to open your finances and calendars. Your data is saved in a Google Sheet in your own Drive.
This site isn’t set up yet: add your Google client ID to config.js. The README explains how.
For a one-off file. Usually it’s easier to drop exports into your statements folder in Drive, which the site reads by itself. The file is read in your browser; only the charges you save go to your sheet.
Charges are categorized automatically. Change one and the site remembers it for that merchant.
From the “payment X of Y” lines on your card statements, using each plan’s latest statement. A plan drops off once its last payment is in.
Transfers with no payee are usually moves between your own accounts, so they aren’t counted. If one was a real payment (a vendor, a person you paid), count it as spending.
Fetching today’s dollar rate…
Bar length = amount in the period. Label = amount · share · change vs the period before (▲ more, ▼ less). Planned fixed costs not found in your statements are included, as in Overview.
Transfers, standing orders, Bit and debit-card totals are left out here: they name how you paid, not where.
Darker = more spent. Hover a cell for the exact amount.
Card and bank payments by the day they were made.
Active subscriptions, yearly ones spread over 12 months
Charges that repeat every month, or look like a subscription. Track the real ones; ignore the rest and they won’t be suggested again.
Change compares the recent half of the year’s months with the earlier half.
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Your pension and gemel folders are checked each time you open the site.
Drop the PDF statement from the fund’s website (דוח שנתי / רבעוני, or a balance export) into the Pension or Gemel folder inside your portfolio folder. Each file sets that account’s balance for the month it’s dated, so net worth updates too.
These holdings are already counted in net worth through your investment accounts. To update them, export your portfolio from Yahoo Finance as CSV and drop it into the portfolio folder; the newest file replaces the holdings.
“Last entered”: no balance was filled in for this month, so last month’s is used. Bank accounts with statements in the bank folder fill in by themselves.
Fill in only the accounts you have numbers for; the rest keep their last balance.
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Items tagged “Agent” were added by your Schedule Agent (📧 📚 🎥 📝).
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Checking your calendars…
Exams close together share the same evenings, so count those hours once.
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Ticks are saved in the Done tab of your Sheet.
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Read-only: the site searches emails from the last 45 days whose subject mentions an assignment or submission. Due dates are read from the subject or preview when written as dd.mm.