Pivot Expense Split setup

Install the Google add-on Pivot Expense Split and select a template below:

1. Trip Expenses (multi-account & multi-currency)
2. Personal Income and Expenses
3. Household Income and Expense (multi-account & multi-currency)

Set up instructions:

1. Click on a template that you want and make a copy. 

2. Change the spreadsheet name and click the folder icon below to move the copy to your desired folder.

3. Open the Extensions menu, select the Pivot Expense Split and run the Acitivate add-on function to use the add-on in the copied spreadsheet. 

4. Enter testing expense or transfer. Click the checkbox to submit. Checkbox will be unchecked when transaction is processed. If no errors, view the updates in Journal, Splits and Dashboard tabs.

5. When the spreadsheet is good for use, run the Clear journal function, update the drop-down lists and tables if any in the Input tab.

6. Congratulations! The spreadsheet is ready for use.

Offline input through Google Sheets App will be posted at the time Google syncs the offline updates back to sheet when online. Running the Activate add-on function will submit too.

To create another spreadsheet, run the Open setup page function.

Below are related posting:

Pivot Expense Split template for personal income and expenses

Pivot Expense Split template for household income and expenses