Expense Export Worksheet
Never again say “I just don’t know where it all goes.”
This fully customizable Excel workbook allows you to import transactions for a specific time frame and categorize them into a format that gives you insight into what you spent on.
If your spending is a mystery to you, some simple copy/paste and assigning categories will show you exactly how much you spent and where.
In addition to the worksheet you will need:
A laptop or desktop computer with Excel installed
Logins for Online Bank/Credit Cards
Up to an hour to complete the exports and document (could be longer depending on number of transactions)
You have the power to discover where your money is going and to make a better plan for your future self.
I hope this helps you take some control back.
Meg 💙
Never again say “I just don’t know where it all goes.”
This fully customizable Excel workbook allows you to import transactions for a specific time frame and categorize them into a format that gives you insight into what you spent on.
If your spending is a mystery to you, some simple copy/paste and assigning categories will show you exactly how much you spent and where.
In addition to the worksheet you will need:
A laptop or desktop computer with Excel installed
Logins for Online Bank/Credit Cards
Up to an hour to complete the exports and document (could be longer depending on number of transactions)
You have the power to discover where your money is going and to make a better plan for your future self.
I hope this helps you take some control back.
Meg 💙
Never again say “I just don’t know where it all goes.”
This fully customizable Excel workbook allows you to import transactions for a specific time frame and categorize them into a format that gives you insight into what you spent on.
If your spending is a mystery to you, some simple copy/paste and assigning categories will show you exactly how much you spent and where.
In addition to the worksheet you will need:
A laptop or desktop computer with Excel installed
Logins for Online Bank/Credit Cards
Up to an hour to complete the exports and document (could be longer depending on number of transactions)
You have the power to discover where your money is going and to make a better plan for your future self.
I hope this helps you take some control back.
Meg 💙