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Research and/or cancel any purchases you don’t recognize.

Be sure to align categories to budget or forecast.

Assign each purchase a “type” or “category.” If you're considering a DIY home renovation, plan these six elements of your renovation first.

Sort descriptions for easy categorizing.

Create a month formula and copy down to all rows.

Add a column for purchase type and month.

However, the process should basically be the same: I’m sure various exports from different financial institutions look different. Right-click on “Total Sum of Debit” and select “Remove Grand Total.” You can easily add your actual spending by category to your forecast or budget. So select “Count of Debit” and click on “Value Field Settings.” Unless your default is set up differently, you’ll notice the table is counting the items instead of displaying the dollar amount. Drag “Debit” and “Credit” to the Values section. Drag the “Month” field to the Column Labels section. Select the data table and select “New Worksheet.” Click OK.ĭrag the field “Type” in the PivotTable Field List to the Row Labels section.

Once the descriptions are sorted, it will be much quicker to categorize each purchase in the “Type” column.Ĭreate the pivot table by selecting Insert –> Pivot Table –> Pivot Table. Sort the description column for easy categorizing. In this case =month(B2).Ĭopy the formula down to all rows of data. 2) for the month, which is handy when you have several months of data.Įnter the =month() formula in the Month column. 1) for spending categories, I used Type as the column heading. If you miss this step, you’ll likely have issues creating the Pivot Table.Īdd two columns. Your data should look something like this: ( Please note, this is an example only and does not represent my financial information.) Make sure you choose the spreadsheet option or a comma-delimited format. Here is what a credit card download may look like.

Here is a what a bank download button may look like: But you could do as many months as you’d like.

I choose to do this monthly so it isn’t so overwhelming. Financial Budget Spreadsheet XLS is prepared to create a realistic budget that can be complicated, and it might not be enjoyable as well, however, without any budget you might find out you are out. Log-in to your online account and export your spending data. Export data from bank or credit card company So without further ado, let’s look at how you can easily categorize and review actual spending.

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Plus this gives you a great way to review each charge and know exactly what is going through your accounts. I’ve found instances where charges have been placed in the wrong bucket on several occasions. And some people use an online tool like Personal Capital to track and review spending. Some banks and credit card companies provide spending reports.