Google Sheets 📊

Munyun lets you manage manual transactions through Google Sheets. This is huge if you prefer working in spreadsheets or if you don't want to connect your bank accounts.

Critical thing to know: This isn't a one-time upload. It's a live connection that automatically syncs your Google Sheet to Munyun. Change something in the sheet, it updates in Munyun automatically.

Why not just upload a CSV?

You could upload CSV files, but it sucks because:

• One-time only – You'd have to re-upload every time you make changes

• Data loss risk – Bad formatting or duplicates can mess everything up

• No auto-sync – Have to manually update every single time

Google Sheets is way better. Edit once, syncs automatically.

How to set it up:

Munyun provides a Google Sheet template. Make a copy of it and start adding your transactions (or import data from bank downloads).

What fields you need:

Required (only 2!):

• Date – Format: YYYY-MM-DD (like 2023-10-01)

• Amount – Positive for income (100.00), negative for expenses (-50.00)

Optional but highly recommended:

• Name – What the transaction is (like "Starbucks" or "Paycheck")

• Merchant – Who you paid (Amazon, Target, etc.)

• Category – What category it belongs to (Food, Transportation, etc.)

About categories: Set up your categories in Munyun first, then use those exact names in the sheet. If the category name doesn't match or is blank, Munyun's AI will categorize it automatically.

The timezone thing (important!)

Munyun reads dates as UTC/GMT time. If you're in a different timezone, you might see transactions show up a day off.

How to fix it:

1. Open your account (hover over it and click "open")

2. Find the "Timezone offset" field

3. Pick your timezone (like -08:00 for Pacific Time, +01:00 for Central European Time)

Or just add timezone to your dates in the sheet: 2023-10-01T12:00:00-08:00

How syncing works (the technical part made simple)

Munyun automatically syncs changes from your Google Sheet regularly. Want to sync right now? Click the "Sync" button on your transactions page.

Here's how Munyun knows if something is new or an edit:

Munyun creates a unique ID for each transaction using: Date + Amount + Name + Merchant (all converted to lowercase and trimmed).

Example transaction:

• Date: 2023-10-01

• Amount: -100.00

• Name: Eating at Mcdonald

• Merchant: Mcdonald

What happens when you edit:

Creates a NEW transaction if you change:

• Date (to 2023-10-02)

• Amount (to -100.01 or 100.00)

• Name (to "Eating at Mcdonalds" – different spelling)

Updates the EXISTING transaction if you change:

• Capitalization only (to "eating at mcdonald")

• Category or other non-ID fields

Why this matters: If you change the date, amount, name, or merchant significantly, Munyun thinks it's a brand new transaction. You'll end up with duplicates. Be careful when editing these fields.

Pro tip: If you need to fix a transaction, it's safer to delete the row and add a new one with the correct info, rather than editing key fields.

Watch the video:

This is all covered in a YouTube video if you're more of a visual learner. Check it out for a walkthrough.

Bottom line: Google Sheets integration is powerful for anyone who wants control over their data or prefers not to connect banks directly. Set it up once, edit whenever, and Munyun stays in sync.