Getting Started

Follow these simple steps to set up your finance dashboard

1

Purchase & Download

Choose your plan, complete the payment, and instantly receive your download link via email.

2

Make a Copy

Open the Google Sheet link and click 'File → Make a Copy' to create your own version.

3

Initial Setup

Follow the setup guide to configure your base currency, add your accounts, and customize categories.

4

Start Tracking

Begin entering your financial data. Use our video tutorials for detailed walkthroughs of each feature.

Quick Tips for Success

Start with your current account balances and work backwards gradually

Use the budget vs actuals feature to identify spending patterns

Share view-only access with your financial advisor if needed

Set up automatic reminders to update your data weekly or monthly

Enable market data updates for real-time investment tracking

Explore the dashboard features one section at a time

Ready to take control of your finances?

Get started with myFinanceDashboard today and enjoy lifetime access.