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 2 minutes
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.
The first time you interact with the sheet, 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. Check the PDF from Etsy or your confirmation email for your unique key.
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 explaining how the AI features work. Read through it, scroll to the bottom, and accept. This is a one-time step — you won't see it again.
Log into your bank's website and download your transactions as a .csv 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 CSV.
💡 Not sure how? Search "[your bank name] download CSV" — most banks have a guide for this.
Open your downloaded CSV 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.
Hit the big Process Transactions button on the Input Statements tab. The sheet reads your CSV, organizes the data, and sends it to the Transactions tab — cleaned up and ready for sorting.
Head to the Transactions tab and click the Sort with AI button. Claude AI analyzes every transaction, identifies the real merchant name behind vague bank codes (like "SBUCKS 220930" → Starbucks), and assigns the correct category from 60+ options. Hundreds of transactions sorted in seconds.
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.
Want the quickest way forward? Just watch the video 👇
Manual categorization and dashboard overview
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.
The first time you interact with the sheet, Google will ask you to authorize the script. Click Continue, select your Google account, then Allow. This only happens once.
Export your transactions as a .csv from your bank's website. Look for it under "Account Activity," "Statements," or "Transaction History." Any bank that offers CSV export is supported.
💡 Not sure how? Search "[your bank name] download CSV" — most banks have a guide for this.
Open your CSV file, select all (Ctrl+A / Cmd+A), and copy it. Go to the Input Statements tab and paste 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. Only data inside the white area will be processed.
Hit the big Process Transactions button on the Input Statements tab. Your data gets organized and sent to the Transactions tab, ready for categorizing.
On the Transactions tab, you'll see your bank's raw descriptions (like "SBUCKS 220930"). For each transaction, type the real merchant name (e.g., "Starbucks") and assign a category from 60+ options (e.g., "Coffee & Snacks"). Once you've categorized a merchant, the sheet remembers it forever — that merchant also gets added to a searchable dropdown list.
Next time you import transactions, click the Auto Categorize button. Any merchant you've already categorized will be sorted automatically. You only need to handle new merchants — the rules you set carry forward forever.
Your Monthly Dashboard and Annual Dashboard automatically populate as transactions are categorized. Head to the Budget tab to set your income, expense, spending, and savings goals.
Want the quickest way forward? Just watch the video 👇
AI sorting and yearly budget planning in action
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.
The first time you interact with the sheet, 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. Check the PDF from Etsy or your confirmation email for your unique key.
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 explaining how the AI features work. Read through it, scroll to the bottom, and accept. This is a one-time step — you won't see it again.
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.
Click the Merchant Insights AI button to get a deeper look at your spending patterns. The AI analyzes your budget data and surfaces insights about where your money is going — helping you spot trends and make smarter decisions.
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Want the quickest way forward? Just watch the video 👇
Budget planning and tracking 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.
The first time you interact with the sheet, Google will ask you to authorize the script. Click Continue, select your Google account, then Allow. This only happens once.
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.
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.
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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