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!