For each transaction, it brings a pop-up userform to enter details into. goals over time, and examine down spending trends on key categories, like food.Įvery week I download my transaction listings and run the macro. I also have a dashboard page like you, with a bunch of pivot charts to track spending vs. The ease of entry also ensures I stay on top of it and do it every single week. This allows for much more accurate reporting than what the bank gives me, since the bank's own tracking tool just calls Costco "general goods" or something like that. I wrote a macro that allows you to break down each transaction line into multiple categorizations and subcategorizations, and remembers the primary ones picked. (not that I'm trying to pull anything with it) It is good practice to only enable macros on files you trust, so look through the code before you use it. Update: Download my file here if you like! It is a. They are identifiable with a special user flair.Ī community since MaAsking a question? Describe if you are using Excel (include version and operating system!), Google Sheets, or another spreadsheet application. Occasionally Microsoft developers will post or comment. Recent ClippyPoint Milestones !Ĭongratulations and thank you to these contributors Date Include a screenshot, use the tableit website, or use the ExcelToReddit converter (courtesy of u/tirlibibi17) to present your data. NOTE: For VBA, you can select code in your VBA window, press Tab, then copy and paste that into your post or comment. To keep Reddit from mangling your formulas and other code, display it using inline-code or put it in a code-block This will award the user a ClippyPoint and change the post's flair to solved. OPs can (and should) reply to any solutions with: Solution Verified Only text posts are accepted you can have images in Text posts.Use the appropriate flair for non-questions.Post titles must be specific to your problem.
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