JCF Documentation

Expense Report

Last updated on Jan 06, 2021

Once you begin accumulating transactions in your master ledger that split with an Expense account, you can trivially create a by-month expense report using Google Sheets.

To do so, export a expense CSV using the script:

cd ~/Development/ledger-scripts
bash export-expense-csv.sh  > ~/Downloads/all-expenses.csv

then, import that sheet into this template by:

  1. Selecting B2 on the sheet ‘Raw Data’.
  2. Going to File > Import > Upload > Select a file.
  3. When the CSV dialog opens, make sure cell B2 is highlighted in the background and you select “Replace data at selected cell” on the dialog.

If you mess up, you can always Undo (Ctrl+Z).

Our grains steeping in the pot.
Importing expense data to the Pivot Table report.