Step-by-step instructions, video tutorials, and answers to common questions for every Enhance Finance product.
Every Enhance Finance product is designed for zero setup friction. Pick your product below for the full step-by-step walkthrough — from opening your sheet to seeing your first dashboard.
Want the quickest way forward? Just watch the video 👇
From purchase to dashboard in under 60 seconds
After purchasing on Etsy, you'll receive a PDF with a link to your Google Sheet. Click the link — it will open a Make a Copy dialog. Save it to your Google Drive. This copy is yours forever.
💡 Don't see the email? Check your spam folder or visit your Etsy purchases page directly.
All features run through the ✦ Enhance Finance menu in Google Sheets. To get it, install the Enhance Finance Google Workspace add-on. [Install Add-On — link coming soon]
💡 After installing, refresh your sheet. The ✦ Enhance Finance menu will appear in the menu bar next to File, Edit, View, etc. It may take a few seconds to load.
The first time you use the add-on, Google will ask you to authorize the script. Click Continue, select your Google account, then Allow. This only happens once.
After purchase, you'll receive a license key to activate AI features. In your Google Sheet, go to ✦ Enhance Finance → 🪪 AI License → 🔑 Enter License Key in the menu bar. Paste your key and click OK. A disclosure dialog will appear — read through it and accept. This is a one-time step.
💡 Check the PDF from Etsy or your confirmation email for your unique key. If you purchased the standard Pro version, skip this step — you don't need a license key.
Log into your bank's website and download your transactions as a .csv or .xls file. Most banks have this under "Account Activity," "Statements," or "Transaction History." Works with TD, RBC, Scotiabank, BMO, CIBC, Chase, Bank of America, Wells Fargo, Capital One, and many more — any bank that exports to a spreadsheet file. PDF statements may require manual entry.
💡 Not sure how? Search "[your bank name] download CSV" — most banks have a guide for this.
Open your downloaded bank file, select all the data (Ctrl+A / Cmd+A), and copy it. Then go to the Input Statements tab in your sheet and paste it into the white area below the header. Cell B18 is the target, but anywhere in the white section works.
⚠️ Make sure you paste into the Input Statements tab — not the Transactions tab. The white area is where your data goes. Anything outside it won't be processed.
Go to ✦ Enhance Finance → 📥 Process Transactions in the menu bar. The sheet reads your data, organizes it, and sends it to the Transactions tab — cleaned up and ready for sorting.
Pro AI: Go to ✦ Enhance Finance → 🤖 AI Features → 🔮 AI Sorting. Claude AI analyzes every transaction, identifies the real merchant name behind vague bank codes (like "SBUCKS 220930" → Starbucks), and assigns the correct category from 70+ options. Hundreds of transactions sorted in seconds.
Pro: On the Transactions tab, you'll see your bank's raw descriptions. For each transaction, type the real merchant name and assign a category from 70+ options. Once you've categorized a merchant, the sheet remembers it forever. Next time you import, use ✦ Enhance Finance → ⚡ Auto Categorize to sort any previously seen merchants automatically.
Once you've reviewed and categorized everything, go to ✦ Enhance Finance → 📒 Log Transactions. This locks in your sorted data and updates all your dashboards.
Your Monthly Dashboard, Annual Dashboard, and Merchant Insights are now fully populated. Browse category breakdowns, spending trends, and per-merchant analytics. Head to the Budget tab to set income, expense, spending, and savings goals for each month.
💡 Pro AI users: You can also use ✦ Enhance Finance → 🤖 AI Features to get AI-powered dashboard insights, merchant insights, and budget analysis.
Want the quickest way forward? Just watch the video 👇
Budget planning guide
After purchasing on Etsy, you'll receive a PDF with a link to your Google Sheet. Click the link — it will open a Make a Copy dialog. Save it to your Google Drive.
All features run through the ✦ Enhance Finance menu in Google Sheets. To get it, install the Enhance Finance Google Workspace add-on. [Install Add-On — link coming soon]
💡 After installing, refresh your sheet. The ✦ Enhance Finance menu will appear in the menu bar next to File, Edit, View, etc.
The first time you use the add-on, Google will ask you to authorize the script. Click Continue, select your Google account, then Allow. This only happens once.
Go to ✦ Enhance Finance → 🪪 AI License → 🔑 Enter License Key and paste your key. Accept the AI disclosure dialog. If you purchased the standard Budget version, skip this step.
Everything lives in one tab — the Budget tab. Enter your income, expenses, spending, and savings for each month. The sheet projects your full year automatically so you can see exactly where you'll land financially.
💡 Every category falls into one of three types: Expenses (bills, rent, insurance — things you must pay), Spending (discretionary purchases — restaurants, clothes, entertainment), and Savings (money set aside for the future). When in doubt, ask: "Could I survive without this?" If yes, it's probably spending.
Go to ✦ Enhance Finance → 📈 AI Budget Insights to get an AI-powered analysis of your budget. The AI highlights spending patterns and budget health — helping you spot trends and understand where your money is going.
✨ Powered by AI
Enhance Finance comes pre-loaded with 70+ categories designed to cover the vast majority of everyday transactions. But your finances are unique — here's how to make the system work exactly the way you want.
The pre-loaded categories are starting points, not rules. If "Streaming Services" should be "Subscriptions" in your world, rename it. If you want "Dog Expenses" instead of "Pet Care," go for it. The sheet doesn't care what you call them — only that they're consistent.
Need a category that doesn't exist? Add it directly to the category list in the Categories column. Once added, it will appear in dropdowns across the entire sheet and all dashboards will include it automatically.
A common mistake is creating too many hyper-specific categories. "Starbucks" and "Tim Hortons" don't need their own categories — that's what the Merchant Insights dashboard is for. Keep categories at the level of "Coffee & Snacks" and let the merchant view handle the rest.
Every category falls into one of three types: Expenses (bills, rent, insurance — things you must pay), Spending (discretionary purchases — restaurants, clothes, entertainment), and Savings (money set aside for the future). When in doubt about where a category belongs, ask: "Could I survive without this?" If yes, it's probably spending.
Even if you don't use a category right now, it's better to leave it in place. Removing categories can break dropdown references. If a category doesn't apply to you, just ignore it — it won't affect your dashboards unless transactions are assigned to it.
Just reach out — we want to hear from you. Whether it's a question, a bug, or a feature idea, we're here.
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