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

submitted 1 year ago by Hexadecimalkink@lemmy.ml to c/personalfinance@lemmy.ml

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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.

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[–] blueskycorporation@lemmy.world 2 points 1 year ago (1 children)

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?

[–] Hexadecimalkink@lemmy.ml 0 points 1 year ago

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