Use the spreadsheet view for bulk data entry

Bills, Debts, Assets, and each business's Income, Expenses, Assets, and Debts pages can switch from the normal card layout to a spreadsheet-style grid for entering or editing many rows at once, using the same keyboard and paste habits you'd use in Excel or Google Sheets. The sidebar collapses to a slim rail automatically while you're in Spreadsheet mode, to give the grid more room — expand it again anytime.

Steps

1. Go to Bills (opens in a new tab), Debts (opens in a new tab), Assets (opens in a new tab), or a business's Income, Expenses, Assets, or Debts page, and use the Simple / Spreadsheet toggle near the top of the page.
2. In Spreadsheet, click a cell or move around with the arrow keys, Tab, and Enter (Enter returns you to the column you started tabbing from, so you can move down a list one field at a time). Typing while a cell is selected overwrites it; pressing F2 edits it in place without clearing the existing value.
3. Copy and paste like a spreadsheet: copy a range with Ctrl/Cmd+C, paste with Ctrl/Cmd+V — works both from and to Excel or Google Sheets. Drag the fill handle to repeat a value down or across a selection, or select a range and press Ctrl/Cmd+D (fill down), Ctrl/Cmd+R (fill right), or Ctrl/Cmd+Enter to fill the whole selection with the active cell's value.
4. To add a row, click + Add row under the grid (or press Alt+I anywhere in the sheet) — the new row lands at the bottom with the cursor in its first cell, ready to type. The grid never keeps an empty row waiting, so nothing appears until you ask for it.
5. Open a row's "…" menu (or right-click it) for Insert 1 Row Above/Below, Duplicate Row, Clear Contents (the Delete key), and Delete Row (also Alt+D).
6. Click a column header to sort by it; drag the edge of a header to resize the column, or double-click the edge to autofit it to its contents. Drag a header sideways to move the column.
7. Right-click a column header (or press Shift+F10 on it) for Hide, Move column left / right, and Columns…, which lists every column with a tick box — including Reset columns to go back to the defaults. The status bar under the grid shows N columns hidden · Show all whenever anything is hidden. The column that names each row, and any required column, always stay visible.
8. Use Ctrl/Cmd+Z to undo and Ctrl/Cmd+Shift+Z (or Ctrl+Y) to redo — up to your last 20 changes.
9. When you're done, click Save all (or Save N valid rows if some rows still have errors) in the save bar at the bottom. Discard is also in the save bar and asks you to confirm before it throws away every pending edit.

How it works

• Every cell is validated with the exact same rules as the regular Add/Edit forms — the same required fields, formats, and limits apply whether you type a row into the grid or fill out the modal.
• Rows the app manages automatically — like income tied to a business, or an asset a business created — are locked from editing in the grid; open them from their normal card view instead.
• Column sort order, column widths, which columns are hidden, and the order you put them in are all saved to your account, not just your browser — they follow you to your next device, and are independent of whether you've saved your row edits. A hidden column isn't checked for errors and can't block a save, which is why required columns can't be hidden.
• If you navigate away, close the tab, or switch back to Simple while you have unsaved changes, a dialog offers Keep editing or Save and continue — it never offers to discard from there, since that's a destructive action that lives in the save bar with its own confirmation. If you do lose your place (a crash, a closed tab), reopening the page offers to restore your unsaved draft.
• If someone else in your family edited the same row while you were working on it, saving offers a choice between keeping your version or taking theirs, row by row.
• Some fields don't fit a single cell — payment methods, linked items, business allocation splits, and category-specific details stay in the full Add/Edit form, opened with Open full editor… from a row's "…" menu. When a row actually has data in one of them, its "…" button carries a count badge (+2); hover it to see which fields, so the grid never quietly hides something you entered.

Good to know

• A row you add and then leave completely empty is simply dropped when you save — it isn't an error, and it doesn't hold the save back.
• Your Simple/Spreadsheet choice is one personal preference shared across every page listed above — switching it on one page switches it everywhere.
• Business Expenses, Assets, and Debts spreadsheet views are on the Pro plan, on a specific business's page.
• Personal income doesn't have a spreadsheet view, since which fields are required changes based on other answers in a way a single grid row can't represent — use the regular Add Income form there.
• Notes is a column on Bills, Debts, Assets, and their business equivalents, so a short note no longer means opening the full editor. Hover a truncated note to read the whole thing. Business income has no Notes column.
• There's no formulas or computed columns — the grid is for entering your own numbers, not calculating them for you.