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The 13 column types
| Type | What it's for |
|---|---|
| Text | Free-form text. Every worksheet has one primary text column that names the row. |
| Number | Plain numbers — counts, quantities, percentages. |
| Currency | Money, stored exactly (no floating-point drift). Displays with your currency symbol; sums and formulas stay to-the-cent accurate. |
| Checkbox | True/false. Useful for reconciled/verified flags and filter targets. |
| Date | A calendar date. Sortable, filterable, and usable in formulas. |
| Select | One choice from a list you define (e.g. Category: Deposit / Withdrawal). |
| Multi-select | Multiple choices from a defined list (e.g. tags). |
| User | A person from your workspace. Pairs well with @mentions and automations. |
| Attachment | Files on the row — receipts, statements, photos. Counts against your plan's storage. |
| Relation | Links rows to rows in another worksheet — e.g. each Petty Cash entry links to a Category row. |
| Lookup | Shows a field from the related row, read-only, always current. |
| Rollup | Aggregates a field across all related rows: sum, average, min, max, or count. |
| Formula | Computed from other cells in the row using spreadsheet functions. Read-only. |
Values are validated on the way in — a currency column rejects text, a select column rejects options that aren't in its list — whether the edit comes from the grid, a CSV import, or the API.
How currency is handled
Currency cells are stored as exact integer cents, never as floating-point numbers, so a column of 10,000 transactions sums to the penny. Exports write conventional decimal values (e.g. 1234.56), and imports accept them. If you're reconciling against the CashSheet accounting product, the numbers will agree — both sides use the same exact-money arithmetic.
Relations, lookups, and rollups
Three types work together to connect worksheets:
- Relation creates the link. Add a relation column to Petty Cash Log pointing at Categories, and each entry can pick its category row.
- Lookup pulls a field throughthe link — show each entry's category budget code without retyping it. Lookups are read-only and update automatically when the source row changes.
- Rollup aggregates backwards across the link — on the Categories sheet, sum the Amount of every linked entry. Available aggregates: sum, average, min, max, count.
This is the pattern for month-end summaries: detail rows in one sheet, category or account rows in another, rollups doing the totals — no copy-paste, no stale numbers.
Formulas
Formula columns compute a value per row from that row's other cells. Reference columns by name in braces:
={Value} * {Count}
={Debit} - {Credit}
=IF({Amount} > 0, "in", "out")- The full spreadsheet function library is available — arithmetic, IF, ROUND, text functions, date functions.
- Formulas are evaluated on the server, so every viewer, export, dashboard, and API response sees the same computed value.
- Formula cells are read-only in the grid; edit the inputs, not the result.
- Renaming a referenced column? Update the formula to match the new name.
Changing a column's type
Open the column header menu and choose a new type. Existing values are kept where they can be interpreted in the new type and left for you to clean up where they can't. Changing types on a column that formulas, lookups, or rollups depend on will affect those computed columns — check them after the change.