Expefi - expense tracker
Use the Google Sheets™ add-on to turn your ExpeFi workspace into a clean, structured spreadsheet for review, sharing, and analysis without rebuilding transactions, budgets, bills, and cash flow by hand.
ExpeFi Finance Review
Example data · current spreadsheet
| Date | Merchant | Category | USD |
|---|---|---|---|
| Jul 18 | Fresh Market | Groceries | -84.20 |
| Jul 16 | Monthly salary | Income | +4,850.00 |
| Jul 14 | City Internet | Bills | -59.00 |
| Jul 12 | Metro Transit | Transport | -31.50 |
10
managed report tabs
Manual
user-controlled sync
One sheet
no Drive-wide access
Workflow
A deliberate three-step export.
Spreadsheet edits never change ExpeFi. You choose what to export, when to run it, and whether sensitive values should be masked.
- 01
Connect your ExpeFi account
Approve a short-lived connection in ExpeFi. The add-on does not request your Google email or profile.
- 02
Choose range and privacy
Select the date range and reporting currency, then enable masked mode when collaborators should not see amounts.
- 03
Sync the managed reports
Refresh one report at a time and keep a Sync Log for status, row counts, and troubleshooting.
Workbook structure
Reports organized for everyday finance work.
Overview
Money
Planning
Shared sheets stay shared.
Anyone who can access the spreadsheet may see synchronized data. Review sharing settings and use masked mode before syncing sensitive values.
Managed ranges, not Drive access.
The add-on replaces only ExpeFi-managed report ranges in the active spreadsheet and does not request access to browse Google Drive.