Google Sheets Setup & Data Management
Understand how WalletMap uses Google Sheets and how to manage your data directly.
Table of Contents
1. How Auto-Creation Works
When you sign in for the first time, WalletMap automatically creates a new Google Sheets spreadsheet in your Google Drive. This happens seamlessly in the background using the Google Sheets API. The spreadsheet is named "WalletMap" and is located in your Drive's root folder.
2. Understanding Sheet Structure
Your spreadsheet contains separate sheets (tabs) for bank accounts, stock holdings, crypto holdings, and transaction history. Each sheet has a header row defining the columns, followed by one row per record. The column structure matches the fields you see in the app — bank name, balance, stock symbol, shares, etc.
3. Viewing Your Raw Data
Open Google Sheets from your Google Drive to see exactly what data the app is reading. This transparency is a core feature — there are no hidden databases or server-side copies. What you see in the spreadsheet is the single source of truth for your asset records.
4. Manual Editing Tips
You can edit your data directly in Google Sheets if needed. Be careful to maintain the column structure and data formats. Avoid inserting or deleting columns, as this may break the app's ability to read your data. Adding or editing rows within the existing structure is generally safe.
5. Backup Strategy
While Google Drive provides its own version history and redundancy, you can create additional backups by using File > Make a Copy in Google Sheets. You can also use the Excel Export feature in WalletMap to download a local copy. We recommend periodic backups, especially before making manual edits to the spreadsheet.
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Start tracking your assets with complete privacy. Your data never leaves your Google Drive.