SheetsFinance Docs
Installation

Microsoft Excel

  1. Open a new Excel Workbook and click Add-ins from the Home ribbon menu.

Install from Excel

  1. Either directly search for SheetsFinance or click More Add-ins which will open the Office Add-ins store in a pop-up modal. You can then search for SheetsFinance there. Then click Add to install.

Install from Excel

  1. Once installed successfully you'll see SheetsFinance buttons appear in your Home ribbon and a success message.

Install from Excel

  1. Excel currently supports Connection ID connecting only. Open the account/connect view, copy your Connection ID from your SheetsFinance Account Dashboard, and paste it into Excel to connect.

Excel Connection

  1. You're all set! You can now start using SheetsFinance in Excel.

Excel Connection
Was this helpful?