Listed below are some templates that can be used to get you up and running quickly.

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Startup Financial Dashboard

Startup Financial Dashboard

Use Viasheets to add in your bank transactions and balances to get key metrics such as Cash on Hand, Current & Previous Months Cashflow, Average Cashflow, Total Sales, and Runway

To use the Startup Financial Dashboard, follow the steps below:

1

Setup Sources on Viasheets

Install Viasheets and connect your bank sources with Plaid. To learn how to connect a source, click here.

2

Copy the Template

Click on the Startup Financial Dashboard link above and create a copy of the template to store in your Google Drive.

3

Create your Queries

Create queries to get your bank balances and transactions. To learn how to create a query, click here. Each query that you create needs to have the same fields as specified in the “Input - Bank Balances” and “Input - Bank Transactions” tabs on the Google Sheets.

4

Run your Bank Balance Queries

Head over to the Input - Bank Balances tab and run the bank balance queries you’ve created. To learn how to view and run a query, click here.

5

Run your Bank Transaction Queries

Head over to the Input - Bank Transactions tab and run the bank transaction queries you’ve created.

6

Label Transactions

Head over to the Input - Bank Transaction tab and label each one of the transactions in the Applied Label column to the appropriate labels.

To keep this sheet up-to-date follow the steps 4 onwards as listed above.