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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