3.1 – My Spending
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My Spending – Exercise 3.1
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Download this file to excel or google sheets by choosing "File" and "Download as".
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Download your bank transactions (from your internet banking) to .CSV then copy and paste the relevant columns the 'Transactions'.
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Once the columns are populated start completing the Category column with the categories you have created.
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If you are working in google sheets the table to the right in the transactions page will update as you go. If you use excel you will need to go click on "Data" in the. main menu, then "refresh all" to update the table.
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If you use excel you will need to go click on "Data" in the main menu, then "refresh all" to update the table.
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Don't overdo the number of categories - it's less meaningful when the amounts are divided into hundreds
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of categories. Aim for about 10-15.
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Ideas for Categories
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Rent
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Interest
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Mortgage
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Pets
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Health
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Beauty/wellbeing
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Entertainment
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Groceries
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Education
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Utilities
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Travel
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Car expenses
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Donations
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Home improvements
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Clothing
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