NextWave BankTracker — Google Sheets Personal Finance Tracker
NextWave BankTracker is a guided Google Sheets personal finance tracker built to help you import transactions, apply smart categorisation rules, and review your finances with clear monthly/yearly snapshots.
Getting started is simple: setup takes ~5 minutes using the included Quick Start Guide.
Important: setup is designed for laptop/desktop and requires a Google Drive folder containing your bank CSV files.
What you get
- Google Sheets workbook access (via setup link)
- Quick Start Guide (PDF) + Setup Access (PDF)
- Import wizard + smart rules system
- Monthly & yearly snapshots
- PDF export features
FAQ
Does it work in Excel? No — designed for Google Sheets.
What do I receive after purchase? Two PDFs: Quick Start + Setup Access (your workbook link).
Why is the total higher at checkout? Taxes may be added depending on buyer location.
If you hit any setup issues, message me and I’ll help you get going.