Spreadsheet Upload

Upload your own .xlsx file to refresh the whole dashboard with your numbers.

Synthetic demo data · not real accounting advice

Drag & drop your spreadsheet here

or choose a file from your computer (.xlsx)

How this works

Your spreadsheet needs a tab named Transactions with at least these columns: transaction_id, date, amount.

In the amount column, a positive number is income and a negative number is an expense.

Uploading replaces the dashboard data. Nothing leaves your computer.

Need a template?

Download a demo spreadsheet, open it in Excel or Google Sheets, add a row, and upload it back to see the dashboard change.