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HOW TO USE: Budgeting/ Saving Spreadsheet ©30yearoldinvestor
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Welcome to this page! This tool is designed to help you to quickly tabulate your monthly spending and allow you to budget your finances quickly (less than 30 minutes)
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Note: This Spreadsheet is designed to work on a POSB/DBS account. It is recommended you set up a separate account as a "spendings" account to keep track of expenses easily.
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STEP 1: Log onto your POSB/DBS account online.
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STEP 2: Go to your spending account and select the range of dates from your last payday to current payday.
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STEP 3: DOWNLOAD THE TRANSACTION AS A CSV FILE BY CLICKING "DOWNLOAD"
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STEP 4: OPEN UP THE DOWNLOADED csv. FILE. IT WILL BE IN A SPECIFIC FORMAT. COPY PASTE ALL TRANSACTIONS OVER TO UPDATED SHEET
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STEP 5: PASTE THE COPIED 8 ROWS OF DATA ONTO THE YELLOW BOX ON THE UPDATED SPREADSHEET.
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NOW, YOU ARE READY TO START!
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Copy a tab for each new month of spending :)
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