Learn how to track expenses in Microsoft Excel automatically by using simple formulas and functions that follows on from my previous expense tracking tutorials.

💰 You can buy my Excel Template that I use in this video at my online store here: [ Ссылка ]

This video will show you how to open your online bank statements in Microsoft Excel for any date range using the CSV file format. Once your bank transactions are in Microsoft Excel you can use all of the features of Microsoft Excel to organise your data anyway you like, including formulas like VLOOKUP and Pivot Tables.

LINKS
💰 Use SHARESIGHT to track your shares - [ Ссылка ]
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Chapters:
00:00 Intro
00:30 How to download a CSV file from your online bank
01:49 How to open a CSV file in Excel
02:50 How to save a CSV file in Excel file format

OTHER VIDEOS
Budget and Track Expenses in Excel AUTOMATICALLY and FREE: [ Ссылка ]

Setup CATEGORIES to Track Expenses in Excel AUTOMATICALLY: [ Ссылка ]

Excel Pivot Table: Track expenses and BUDGET: [ Ссылка ]

Identifying Variances in Excel | What to do if you spent too much money: [ Ссылка ]

How to Track Expenses in Excel (Full tutorial): [ Ссылка ]

How to setup the Barefoot investor buckets | 2 year review with tips : [ Ссылка ]

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OTHER INFORMATION
Opening your bank statement in Microsoft Excel, is the first step to automatically tracking your income and expenses. By obtaining your data electronically you are potentially saving hours of time of writing down, avoiding duplicating data, and tracking receipts daily and gives you time back to focus on the important things in life without having to take your eye off your spending habits.

I created this step by step tutorial after being disappointed with the new tracking tool my bank offered. I was also nervous of uploading my personal bank transactions and details into the cloud application on their mobile phone when it could be hacked - not to mention the ongoing monthly fees.

#budgeting #personalfinance #excel

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