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. Open your Google Sheet, paste your bank CSV, and everything works. Pick your product below for the full walkthrough.
After purchasing on Etsy, you'll receive a link to your Google Sheet. Click it and select File → Make a Copy to save it to your own Google Drive. This copy is yours forever.
Log into your bank's website and download your transactions as a .csv file. Most banks have this under "Account Activity" or "Statements." Works with TD, RBC, Scotiabank, BMO, CIBC, Chase, Bank of America, Wells Fargo, Capital One, and many more.
Open the Transactions tab and paste your CSV data. The sheet will automatically recognize your columns — dates, descriptions, and amounts.
Hit the Sort with AI button in the toolbar. Claude AI will analyze every transaction, identify the real merchant name behind vague bank codes, and assign the correct category from 60+ options. Hundreds of transactions sorted in seconds.
✨ Requires AI access (1 year included free with purchase)
Your Monthly Dashboard, Annual Dashboard, and Merchant Insights are now fully populated. Browse category breakdowns, spending trends, and per-merchant analytics. You can also visit the Budget tab to set income, expense, spending, and savings goals for each month.
From purchase to dashboard in under 2 minutes
See the one-click categorization in action
Search any merchant and see total spent, visit count, averages, and forecasts
Click the link from your Etsy purchase and select File → Make a Copy to save it to your Google Drive.
Export your transactions as a .csv from your bank's website. Any bank that offers CSV export is supported.
Open the Transactions tab and paste your CSV data into the sheet.
Use the category dropdown on each transaction row to assign one of 60+ categories. Once a merchant is categorized, the sheet remembers it for future entries — so each merchant only needs to be sorted once.
Your Monthly Dashboard and Annual Dashboard automatically populate as transactions are categorized. Head to the Budget tab to set your financial goals.
Manual categorization and dashboard overview
Click the link from your Etsy purchase and select File → Make a Copy to save it to your Google Drive.
Export your transactions as a .csv from your bank's website.
Open the Transactions tab and paste your CSV data.
The AI reads every transaction, identifies the merchant, and assigns a category. Your annual budget tab updates automatically with sorted data.
✨ Requires AI access (1 year included free with purchase)
Head to the Budget tab to set income, expense, spending, and savings goals across all 12 months. Track projected vs. actual balances and see your full financial trajectory.
AI sorting and yearly budget planning in action
Click the link from your Etsy purchase and select File → Make a Copy to save it to your Google Drive.
Open the Budget tab and enter your planned income, expenses, spending, and savings for each month. The sheet calculates projected balances and end-of-year totals automatically.
Export your transactions as a .csv from your bank's website.
Paste your CSV into the Transactions tab and use the category dropdowns to sort each entry. The sheet remembers merchants you've already categorized.
As you categorize transactions, your budget tab shows how actual spending compares to your goals, month by month. Adjust as you go — the sheet updates in real time.
Budget planning and manual categorization guide
Enhance Finance comes pre-loaded with 60+ 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.
If you're using an AI version, the sorting improves with corrections. When the AI miscategorizes a transaction, just fix it manually — next time that merchant appears, the AI will remember your preference. One correction trains it permanently.
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.
Join budgeters worldwide who ditched manual spreadsheets and subscription apps for something that actually works.
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