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What about Excel wasn't working for you? The one time I had to sit and figure this out for $130K of wedding expenses, I downloaded CC/debit CSVs from my banking
by hot_gril 3y ago
What about Excel wasn't working for you? The one time I had to sit and figure this out for $130K of wedding expenses, I downloaded CC/debit CSVs from my banking site, loaded them into Excel, and categorized them there in a semi-automated way. Overall felt pretty efficient and accurate, only snag being a few cash payments I had to note down manually.
Other than that, I don't do anything more than watching my "total assets" value move up and down. If I ever need to retroactively assess things, I can do it in Excel again.
- wanobi 3y agoI think excel is great for seldom use. But, it gets annoying (for me at least) to use for something that I need to edit everyday. Also, don’t like MS Office (feels like bloat) and Google Sheets ( slow for me at times). I do use excel though for something that I don’t need to edit that often.
- hot_gril 3y agoYeah, Excel is only for once a week or month. If you need to be tighter than that, there's probably a way to make your bank display CC charges since the start of the week. I wouldn't want to bother scanning receipts into an app or anything like that.