Finance Helper connects directly to your Google Sheet and makes it simple to upload CSV bank files, categorize transactions, and see your full financial picture — without the manual copy-paste.
Get it on Google Workspace See how it worksWorks inside Google Sheets · No data leaves your spreadsheet
What it does
Finance Helper is a lightweight add-on built for use with the Lighten The Load financial spreadsheet system. It saves you hours of manual data entry every month.
Import transaction exports from any major bank directly into your spreadsheet with a few clicks.
Assign transactions to income or expense categories so your monthly totals update automatically.
See at a glance where your money is going — and how your spending aligns with your goals.
Your data stays in your own Google Sheet. Finance Helper never transmits data to any external server.
How it works
Finance Helper lives as a sidebar inside your Google Sheet. Here's the workflow:
Add Finance Helper to your Google account in one click. It will appear in the Extensions menu of your Lighten The Load spreadsheet.
Log into your bank, export your transactions as a CSV file, and save it to your computer.
Open the sidebar from Extensions → Finance Helper → Start, select your CSV file, and the transactions are mapped to the correct columns automatically.
Use the built-in categorization tools to label income and expenses. Your monthly summary updates in real time.