A repeatable Excel macro workflow can import a bank CSV, clean dates and amounts, normalize merchant names, apply categories, and output a transaction table.
Over the past month or so, nearly all the 2023 industry outlook articles I’ve perused (as well as my own) included a common theme: Recessionary trends in the macroeconomy will pressure digital ...
There are lots of ways to budget, but if you pick a spreadsheet, where do you even start? Staring at a blank budget spreadsheet can be daunting. You don’t have to go it alone though. A spreadsheet ...
Build a free 2026 Excel budget file with bank import and XLOOKUP categories, so you track spending and savings without manual typing.