Where would you like to go?

Choose a dashboard to open.

Getting set up

Each dashboard reads from its own folder in OneDrive / Apps. Drop the starter files in, and the dashboard loads them when you open it. Everything stays in your OneDrive — nothing is written back or sent anywhere else.

Investment · property

Put properties.xlsx at Apps / Property / properties.xlsx.
Add a year ledger at Apps / Property / FY2025-26 / ledger.xlsx — one tab per property; folders named FY2024-25, FY2025-26, and so on.
Drop receipts under Apps / Property / FY2025-26 / receipts. Subfolders are fine (per property, or Sydney Water) — just write the filename in the Receipt column.

Personal

Drop each month's bank/card CSV into Apps / Personal / YYYY / MM — e.g. Apps/Personal/2026/04/anz-credit.csv.
Keep categorisation rules at Apps / Personal / rules.xlsx — one tab per category, each with a Pattern column.
Open the dashboard, pick a month, and use Export PDF for a snapshot.

Business

Use monthly folders: Apps / Business / YYYY / MM (zero-padded month).
Drop that month's bank and card CSVs in — any filename; CBA, ANZ and most AU banks are auto-detected.
In the dashboard, toggle Month / Quarter (Quarter is handy for BAS prep).

Welcome to nemla

Where would you like to go?

Getting set up