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Do you integrate your bank accounts/etc via API or do you pull the data into the sheet manually on some periodic basis? Second question - are you using your own
by grvdrm 4y ago
Do you integrate your bank accounts/etc via API or do you pull the data into the sheet manually on some periodic basis? Second question - are you using your own categories or do you rely on bank/card?
Asking as I’m sort of in the middle of the two. I keep a mostly complete spreadsheet of my expenses but that doesn’t account for things that I purchase regularly like groceries/Amazon/etc. Trying Copilot for a year right now as well.
- triyambakam 4y agoRight now I have a sheet for each account that has columns for date, payee (i.e. the merchant), envelope (e.g. Groceries or Books etc.), memo, outflow, inflow and balance. And I enter the transactions manually. I enjoy that part actually since it keeps me mindful and I only have two accounts (checking and a credit card) that I frequently use. Copilot looks very polished and handy. Though I have found that I really like the customized control that a spreadsheet gives me. Though I haven't used it, I could implement most of what I see in Copilot in my spreadsheet, and have already.