Do you track your expenses monthly? Annually? Do you have an app or do you use an excel spreadsheet? Any suggested tools?

I use a spreadsheet and track monthly.

  • blueskycorporation@lemmy.worldEnglish
    1·
    1 year ago

    The other way around, I use the script to generate a PDF based on the money Manager Ex file (which is in SQLite format).

    Fortunately I am able to download a CSV from most financial institutions, so I never have to parse their pdf.

    My workflow is

    • download all CSVs and import in money Manager Ex
    • categorize spending within the software, reconcile transactions, etc
    • run the script against the money Manager Ex file to generate a PDF.

    I am surprised you have to copy paste from your monthly statements? Is it possible that on your banks portal, deep into the menus you have an option to download as CSV?