SHEELD Accounting - Guides & Resources

Guides

Getting Started

As soon as you buy the spreadsheet on Gumroad, your email address is automatically granted access to the spreadsheet. You will be able to find it in the “Shared with me” section in Google Drive.

What if my email is not associated to a Google account?

If the email address you used to make the purchase is not @gmail.com, and you don't have a google account associated to it, there's 3 options to gain access:

Option 1
Reply to the purchase confirmation email that you received from Gumroad with your Gmail address and I will add access to it.

Option 2
Alternatively, you can also add your Gumroad email as a secondary email for your google account:
Sign in to your Google Account with another email address

Option 3
Create a new Google account, using your Gumroad email address. You can do it by going here, and selecting the option: "Use my current email address instead"

Creating your own copy

Open the spreadsheets: SHEELD Accounting
Go to File > Make a copy
Choose a name and the folder in your Google Drive where it will be saved
A copy of the spreadsheet will be created, and it will open automatically in a new tab

Editable and Protected areas

By default, editable cells in the spreadsheet have a yellow background.

Every other area is protected, meaning if you try to edit it, you’ll get a warning. This is to prevent you from accidentally changing parts of the sheet that are not meant to be changed.

However, if you're a spreadsheet pro and want to add your own customizations on top of SHEELD, you can disable this warning:

Protected Ranges

By default, the editable worksheets in the spreadsheet are those without the lock and without the "(🖩)" in it's name. Every other worksheets (Summary, Overview and part of Forecast) are protected, meaning if you try to edit it, you’ll get a warning. This is to prevent you from accidentally changing parts of the sheet that are not meant to be changed.

However, if you're a spreadsheet pro and want to add your own customizations on top of SHEELD, you can disable this warning.

Disabling Protected Ranges

Go to Data > Protect sheets and ranges
In the sidebar that shows up, select ‘Show all protected ranges’
Select the range that you want to change
You can now edit or delete it

💡 Notes

If you want to make changes to the spreadsheet, but have some extra safety, you can also keep the protected ranges and just manually confirm the pop-up every time you want to make some changes.
If you ever mess anything up accidentally, you can always make a new copy of the original spreadsheet, and just copy your values over there.

Using the spreadsheet outside of Google Sheets

If you prefer to use another program like Excel, the process is easy. All you have to do is download the spreadsheet files:

Open the spreadsheet
Go to File > Download
Select your preferred format from the list
Open the file in your chosen program

⚠️ Note: Some functionality will be lost outside of Google Sheets, since Google Apps Script is used to run a script that enables the functionality in the Settings section of the spreadsheet.

Sheet updates

The spreadsheet is updated periodically. When this happens, you will receive an email outlining the changes that were made.

In order to apply these changes to your copy of the spreadsheet, you will need to follow these steps:

Make a new copy of the spreadsheet

Follow the initial instructions and create a new copy of the updated spreadsheet

Learn how to create a new copy of the spreadsheet

Migrate the values from the old spreadsheet to the new one

For each sheet (Income and Expenses):

Select the columns Data, Provider, Category, Sub-total, Tax #1 and Tax #2
(you can select multiple cells at once by holding down shift)
CTRL + C to copy them
Open the new spreadsheet
Select the same column range you just copied
Right click, and select Paste special > Values only

Resources

What does each section do?

At the bottom of the page you will find a list of tabs (called sheets in Google Sheets), where you can switch between the different sections of the spreadsheet.

💡 Notes
Before diving in, don't forget to follow the instructions in the Guides

Spreadsheet sections

Summary

Coming soon...

Using the Summary

Coming soon...

Overview

Coming soon...

Using the Overview

Coming soon...

Forecast

Coming soon...

Using the Forecast

Coming soon...

Incomes

Coming soon...

Using the Incomes

Coming soon...

Expenses

Coming soon...

Using the Expenses

Coming soon...

Transfers

Coming soon...

Using the Transfers

Coming soon...

Goals

Coming soon...

Using the Goals

Coming soon...

Categorization

Coming soon...

Using the Categorization

Coming soon...

Walk-through

How to start using SHEELD Accounting?

How to quickly sort Income & Expense transactions by date?

How to use the different Currencies?

How to use the Bank Account Allocations?

Other

Roadmap

Upcoming changes are listed below. To upvote a feature and increase it's priority in our development, click on the arrow to submit your vote.

If you want to make a suggestion, simply click on the following link and fill the form on the page:

Suggest a feature

Community

As a member of SHEELD you can join our Telegram group chat!
Telegram invite →

Why should I join?
Here are the main things you can do there:

Get notified of updates and important changes
Discuss improvements and request new features
Trade ideas on how best to use the spreadsheet
Report bugs
Have fun and learn :)

Guidelines
These are simple:

Keep discussions primarily about the spreadsheet and related topics
Treat others with respect

Rate on Gumroad

If you're feeling kind, leaving a rating only takes a few seconds 🙂

💡 Note
You're welcome to leave any rating, it doesn't have to be 5 stars. However, if you feel like an essential feature is missing or something is not working as you expected, I would prefer to receive this feedback directly, since a low rating by itself doesn't tell me what needs to be improved :)

Email me →

Go to the product page on Gumroad
On the right side of the page you’ll find a section where you can leave your rating