Learn how to track expenses in Microsoft Excel automatically by using simple formulas and functions that follows on from my previous expense tracking tutorials. In this video, I will show you how to add Subcategories that sync automatically following on from my popular Excel Spreadsheet Tracker.
💰 You can buy my Excel Template that I use in this video at my online store here: moneywithdan.etsy.com
This video will show you how to setup automatic categories to your expenses in Microsoft Excel using common formulas and your online bank statements for any date range extracted into a CSV file format. Once your bank transactions are in Microsoft Excel you can use all of the features of Microsoft Excel to organise your data anyway you like, including formulas like VLOOKUP, LEFT and Pivot Tables. Only an intermediate level of Microsoft Excel skills required.
LINKS
💰 Use SHARESIGHT to track your shares - www.sharesight.com/moneywithdan/
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OTHER INFORMATION
Throw away your envelope budget system, highlighters, receipts, and pens and paper. Save more money by tracking your expenses and find out your spending habits and start the new year's resolution to save more money and invest now!
Adding Categories to your extracted bank statement in Microsoft Excel, is the second step to automatically tracking your income and expenses. By obtaining your data electronically you are potentially saving hours of time of writing down, avoiding duplicating data, and tracking receipts daily which gives you time back to focus on the important things in life without having to take your eye off your spending habits.
I created this step by step tutorial after being disappointed with the new tracking tool my bank offered. I was also nervous of uploading my personal bank transactions and details into the cloud application on their mobile phone when it could be hacked - not to mention the ongoing monthly fees.
#budgeting #personalfinance #excel
21 янв 2023
