How to make a home budget spreadsheet on excel?
Posted by Financial Advisor | Filed under Budgeting
I want to make a home budget spreadsheet on excel and be able to download my transaction history from my bank. So far, I've been entering transactions by hand and that's gotten too tiresome. My bank offers transaction historys in the downloadable formats – *qif, *csv, quicken, and microsoft money. I want to be able to just download the transaction history and input them into excel budget spreadsheet with minimal hassle. Anybody know how? Thanks.
download as csv
excel will be able to open it
csv is comma separated values
when you try and open it with excel it will ask about the commas
it will work
This web site has a home budget planning program for excel :
http://www.simpleplanning.net/Financial%20Calculators/BudgetPlanner.html
Well, I created a budget worksheet in Excel. It's not quite as detailed as you're doing, though. It has amounts by month and year.
If you'd like a copy to use/try, just email me. I'm more than happy to send it to you!