Pivot Expense Split setup

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

• Multi-account, multi-currency trip expenses
• Multi-currency Household Income and Expense

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. If this is not from add-on installation, open the Extensions menu, select the Pivot Expense Split and run the Submit transactions function to use the add-on in this document. 

4. Enter testing expense and transfer. Click the checkbox to submit. Checkbox will be unchecked when transaction is posted. 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 Submit Transaction(s) function will submit too.

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