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Personal finance

Track Shared Household Expenses

Spreadsheet Data Entry helps you enter data into spreadsheets quickly from your phone: create forms, fill in fields, scan QR codes and barcodes, add photos, and save records to Google Sheets or locally.

Situation

When several family members pay for shared purchases, I want each person to add the amount, category, and payer to one spreadsheet quickly so that we can see shared expenses without merging notes and banking apps.

Spreadsheet Data Entry vs Alternative Ways to Solve This

Alternative Limitations Why SDE is better
Discussing shared expenses in a family chat
Amounts are lost in conversations, and it is not always clear who paid or which category the purchase belongs to
SDE lets you let every participant enter the amount, category, and payer through the same form without re-entering data; it uses one shared spreadsheet, category lists, and a fixed user name.
Direct entry in Excel or Google Sheets from a phone
On a small screen it is difficult to find the correct row and column, and formulas, previous records, or the spreadsheet structure can be changed accidentally
SDE separates data entry from spreadsheet editing: the user sees only the required fields, and values are placed automatically in the columns configured for the “Track Shared Household Expenses” use case.
One shared spreadsheet for all family members
On a phone it is easy to change another person's rows or select the wrong column, and the input format is not controlled
SDE collects all required values in one guided form and immediately creates a structured row for the “Track Shared Household Expenses” use case.
Household budgeting app
Requires the whole family to move to one service and may limit exports or custom data structure
SDE can be launched without a full implementation: create a form, connect Google Sheets, and use only the fields required for the “Track Shared Household Expenses” use case.

How to Set Up SDE with Google Sheets

1

Install the app and sign in with Google

Download SDE, sign in with Google, and grant access to your Google account so the app can work with your Google Sheets.

  1. Install SDE on your smartphone.
  2. Open the app.
  3. Sign in or create an account with Google.
  4. Open Settings.
  5. Connect the Google account you want to use with Google Sheets.
  6. Confirm access.

The app is ready to work with Google Sheets.

2

Create a spreadsheet and connect a form

Prepare a Google Sheet and create a new SDE form that will send data to the required worksheet.

  1. Create a Google Sheet.
  2. Add a worksheet for collecting data.
  3. Tap “Create form” in SDE.
  4. Enter the form name.
  5. Select Google Sheets as the storage destination.
  6. Choose the required spreadsheet and worksheet with the assistant, or paste the link manually.

The form is connected to Google Sheets and ready for field configuration.

3

Add form fields and map them to spreadsheet columns

Configure the fields users will complete on their phones and specify which Google Sheets column should store each value.

  1. Open the form field editor.
  2. Add the required fields, such as date, barcode, item name, quantity, and location.
  3. Select the appropriate data type for every field.
  4. Specify the destination column for each field: A, B, C, and so on.
  5. Mark required fields when needed.
  6. Save the form.

The form is fully configured and ready for data entry.

4

Open the form and send data to the spreadsheet

Open the completed form, fill it in on your phone, and send the first record. The data will appear in Google Sheets immediately.

  1. Open the saved form.
  2. Complete the fields or scan a code.
  3. Tap “Submit”.
  4. Wait for the successful submission confirmation.
  5. Open Google Sheets and check the new data row.

The data was submitted successfully and appeared in the spreadsheet.

Template

Ready-to-use Google Sheets template: Household Expenses

Copy the ready-made spreadsheet to your Google Drive, connect it to an SDE form, and start collecting data from your phone. The template already includes the required columns, formulas (where needed), filters, and a sample row.

Open template

Result

SHARED EXPENSES ARE COLLECTED IN ONE SPREADSHEET

Use the same form on each family member's device.

  • see who paid for the purchase
  • categories are recorded consistently
  • analyze the budget without manual consolidation

FAQ

Which fields are needed for a household budget?

Date, amount, category, payer, payment method, and comment.

How can several people use the form?

Share the form file with other users and configure submissions to the shared spreadsheet.

How do I identify the payer?

Add a list field or a fixed value in each person's copy of the form.

Can I track personal and shared expenses?

Yes. Add an Expense type field with Personal and Shared options.

How do I calculate each person's expenses?

Use filters or a pivot table based on the Payer field.

Get started