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Welcome to Resources Resources! Go to "File > Make A Copy" in Google Drive to Edit This Sheet!
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1. Navigate to your bank website and download your most recent month of transactions into an excel sheet. For instance, Wells Fargo has a "download account activity" button directly above your account balances. You may have to sort your balances from farthest back to most recent.
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2. Copy and paste your transaction date, amount, and description into the Financial Inputs sheet. Select the category of the transaction.
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3. Adjust your categories and monthly budget goals along the right side of Financial Inputs. Please do not move or edit the two income categories.
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4. That's all! View your Financial Budget to find out, week by week, how much you are spending in your categories. Challenge yourself to increase your monthly profit! Nothing needs to be edited on the Budget page, and everything highlighted in gray should not be changed.
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Email us at connect@conquer.today for any support questions. You can delete this instruction sheet if needed.
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