![]() Most banks will let you export / download your transaction data.On the ‘Income’ tab, please enter all of your income transaction data (same process as the ‘Expenses’ tab)Ī few tips for inputting your data into these tabs: Enter each expense transaction as a separate row. On the ‘Expenses’ tab, enter all of your expense transaction data. I’ve already included default category names which will hopefully work for most people, so there is no need to make changes here unless you’d like to. On the ‘Category Setup’ tab, you can modify the labels used to categorize your expense / income transactions. The tabs of the spreadsheet are colour-coded - the blue tabs are where you need to enter manual inputs, whereas the Green tabs are outputs that will update automatically based on your data. Since most banks only let you access your transaction data from the past 12 months (or less), this means that you’ll never lose your financial data This tool lets you save your expense and income transaction data in one central place.This breeds good habits and sets you up for long term success Tracking your expenses and income on your own forces you to consider your financial picture on a regular basis.The tool doesn’t require you to share any personal information (name, email, bank account passwords, etc.) - the same can’t be said of tools like Mint, Monarch, Empower, Simplifi, etc. It’s completely free and will always remain so.If the dashboard visuals didn’t convince you to jump in and start budgeting, here’s why I think this spreadsheet is the best tool for the job: Why Should I Use This Tool For My Budgeting? In other words, you’ll have a neat and tidy snapshot of your financial picture generated for you each time you update your spreadsheet. ![]()
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