How do you track your personal budget? (lemmy.ml)

submitted 1 year ago by [email protected] to c/[email protected]

47 comments fedilink hide all child comments

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.

you are viewing a single comment's thread
view the rest of the comments

[-] [email protected] 2 points 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?

[-] [email protected] 0 points 1 year ago

Interesting thanks. Where I'm from banks don't often offer csv export, I will request the feature.

this post was submitted on 15 Jul 2023

34 points (84.0% liked)

Personal Finance

3744 readers

3 users here now

Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Join our community, read the PF Wiki, and get on top of your finances!

Note: This community is not region centric, so if you are posting anything specific to a certain region, kindly specify that in the title (something like [USA], [EU], [AUS] etc.)

founded 1 year ago

MODERATORS

[email protected]