Getting started
- Make your copy of the Household Finance Tracker template and list your accounts on the Accounts tab (label, type, last 4 digits only).
- Install Finance Tracker Importer, then open Extensions > Finance Tracker Importer > Import statements.
- Pick your downloaded statement files (QFX/OFX, CSV or QIF), confirm the account for each, and click Import.
- Categorize anything left blank, then run Learn rules from my categories so next month needs fewer fixes.
The first-import guide explains Google's permission screen, and the product page has a bank-by-bank download guide.
Common fixes
"Missing tab Transactions"
The importer works inside the tracker template. Open your copy of the template, not a blank spreadsheet.
Card purchases came in as income
On Accounts, set Import: amount sign to flip for that card, delete its rows and import again.
File not matched to an account
Add the last 4 digits on Accounts, or a word from the file name in Import: file name contains.
Permission or authorization error
Run Import statements again and tick both boxes (or Select all) on Google's screen.
Contact and bug reports
Email njayakanthan@gmail.com. Describe what you clicked and what you saw. Please do not send statements, spreadsheets or account numbers; a screenshot with numbers blurred is enough. Replies usually within a few days.
Remove the importer
Extensions > Add-ons > Manage add-ons, then remove Finance Tracker Importer. You can also revoke access at myaccount.google.com/permissions. Your spreadsheet and its data stay as they are.