Custom Operating Expense

To add custom operating expenses in Bloom, you can go to Settings > Cost Settings > Operating Expense > Add via Google Sheets. Bloom automatically creates a default Google Sheet template for you, and once connected, it will sync all the expense entries you add based on date directly into your dashboard.

You do not need to upload or select your own sheet. Bloom generates a dedicated sheet, which you can simply rename and start adding your operating expense details.

Step 1: Connect Your Google Sheet to Bloom

1. Go to "Add via Google sheet" in the operating expense page

2. Click the “Link Google Sheet” button to connect your Google Drive.

This will authorize Bloom to create one Google Sheet in your Drive.

Step 2: Name Your Google Sheet

After connecting to Google Drive, you will be prompted to name your sheet.

1. Enter your preferred file name.

2. Click “Save and edit” to open the sheet.

Bloom will now generate a Google Sheet with a default template for adding operating expense.

Step 3: Understand the Google Sheet Template

The Google Sheet created by Bloom comes with a default template containing the required fields for adding Operating expenses. Each row you fill in represents one expense entry.

Below are the fields included in the sheet:

Column	Field Name	Description
A	line_item_name	Required. Enter the name of the operating expense.
B	amount	Required. Enter the expense amount. Only numeric values are allowed.
C	start_date	Required. Enter the start date for the expense in yyyy-mm-dd format.
D	end_date	Required. Enter the end date for the expense in yyyy-mm-dd format.
E	category	Required. Choose the expense category from the dropdown list.
F	expense_type	Required. Specify whether the expense is a Fixed amount or Percentage.
G	reoccurence	Required. Specify how often the expense recurs (for example: weekly, monthly, yearly).
H	status	System-generated. This field automatically updates to show whether the row has been synced to Bloom. You do not need to edit this column.

Step 4: Sync Your Operating Expense Data Back to Bloom

Once you have added your expense entries to the Google Sheet, the final step is to sync that data so Bloom can import it.

1. Return to the Operating Expense page inside Bloom.

2. Click on Edit Google Sheet, and a pop-up will appear showing your connected Sheet.

3. Click the Sync data button.

This will start the sync process. Bloom will read all the rows in your Sheet and update your dashboard with the latest expense entries. The sync usually completes within a few minutes.

You can also confirm each row's sync status by checking the status column in the Google Sheet—Bloom updates it automatically once the data has been successfully synced.

You're All Set!

Your expense data is now connected to Bloom. From here on, you can continue adding new rows directly in the Google Sheet, and click Sync data in Bloom whenever you want the latest entries to appear in your dashboard.

Notes & Tips

• The status column is updated automatically by Bloom. Avoid editing it manually.

• Make sure every row has a date and expense value; incomplete rows may not sync.

• Do not change column headers in the Google Sheet. Bloom uses them to read and sync your data correctly.