![]() ![]() My approach is to update my personal budgeting spreadsheet every month or two. Please note that the data that you enter needs to be in the correct format: dates must be written in the format mm-dd-yyyy for example would be entered as 05-20-2023.Please ‘paste as values’ into the tool when possible, as regular pasting can sometimes bring in odd formatting into the tool which will mess up the dashboard tab.Downloading these transactions in “spreadsheet” or “CSV” format and then copying/pasting into this spreadsheet will make your life much easier! 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 ![]()
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