If you've exported a transaction report from FarmRaise Tracks and want to store or view it in Google Drive or Google Sheets, follow the steps below. These instructions will walk you through uploading the file from Gmail or your Downloads folder, renaming the document, formatting your spreadsheet, and printing it from Google Sheets.
Step 1: Locate and Download Your Exported Transaction File
From Gmail
Open your Gmail account and locate the email with your FarmRaise Tracks CSV export.
Hover over the attachment and click the Download icon (downward arrow).
The file will be saved to your computer’s Downloads folder.
If you have a Gmail account, you can press the Drive button, and it will automatically add it to your Google Drive.
Step 2: Upload to Google Drive
Option 1: Drag and Drop from Downloads
Open a new browser tab and go to Google Drive.
Open the folder where you want to store the file (optional).
Open your Downloads folder on your computer.
Drag the CSV file from your Downloads folder and drop it into the open Google Drive tab.
Option 2: Upload from the Drive Menu
In Google Drive, click the “+ New” button in the top left corner.
Select File upload.
Navigate to your Downloads folder and select your CSV file.
Click Open to upload it.
Step 3: Open in Google Sheets
Once your CSV file is uploaded:
Right-click the file in Google Drive.
Select Open with > Google Sheets.
The file will open in a new tab as a spreadsheet.
Step 4: Rename the File for Easy Identification
In Google Sheets, click the document name at the top left (usually ends in
.csv
).Rename the file to something descriptive like
FarmRaise_Transactions_March_2025
.Press Enter to save the new name.
Step 5: Format the Sheet for Easier Viewing
Make Columns Wider
Hover your mouse over the line between two column letters at the top (e.g., between A and B).
Click and drag to the right to widen the column manually.
Or, double-click the line to automatically adjust it to the content width.
Wrap Text Within Cells
Select all cells by clicking the square at the top left corner of the sheet.
Click Format > Wrapping > Wrap.
This allows text in each cell to display on multiple lines instead of being cut off.
Step 6: Print the Spreadsheet
Go to File > Print, or press Ctrl + P (Windows) / Cmd + P (Mac).
In the print settings window:
Choose “Fit to width” under scale so that all columns fit on the page.
Select whether you want to print the current sheet, entire workbook, or a selected range.
Click Next and choose your printer or save as PDF.
Tips
Always double-check that your transaction columns (like Date, Category, Vendor, and Amount) display clearly before printing or sharing.
Store each month’s report in a designated Google Drive folder to stay organized.
If you run into any issues uploading or formatting your CSV file, reach out to the FarmRaise team—we’re happy to help!