Tuesday, April 24, 2012

Do You Know How to Turn a List of Transactions into a Budget?

Assuming you have online banking and a typical credit card account, you can easily download csv files of all of your financial transactions into a spreadsheet. Once you add a column with a budget category label, you can use a simple tool called a pivot table to create a budget spreadsheet from this data. We wrote out the steps in our blog so that you can learn how to do it yourself. We even illustrated with a video that shows exactly how we did it.


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