Tracking finances with Excel
July 28, 2008 8:31 AM Subscribe
I think I'm going to start tracking my finances using Excel, or maybe Google Docs. This will supplement my credit union's online banking; I've considered Mint, Wesabe, iBank, Moneydance, among others, but haven't been impressed. Info includes date, transaction description, amount, balance, category (withdrawal, deposit, etc.), tags (gas, groceries, etc.) My question: what are your best tips, tricks, and hints for doing this? Excel formulas, creating charts, formatting technique, automation. Anything in that vein would be great. Thanks in advance!
posted by jroybal to work & money (11 answers total) 16 users marked this as a favorite