Posted 30th Apr 2023
Hi.
Is there an app or excel spreadsheet which can cleverly auto categorise your spends from the download of your statements?
Or do I need to do from scratch in excel ?
Looking to analyse my spend to see what I actually spend on this and that....
Is there an app or excel spreadsheet which can cleverly auto categorise your spends from the download of your statements?
Or do I need to do from scratch in excel ?
Looking to analyse my spend to see what I actually spend on this and that....
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11 Comments
sorted byBut if you are happy to have a brand classed as one category only, then you could do it in a spreadsheet quite simply. If the store is Sainsburys then the category box auto fills as Groceries.
It is no different to the way in which the apps work
Sorted by name to make it easier to copy and paste a category down to rows below of the same type. Added a column of categories.
All done.
But , would like a friendly mobile version that can import a csv and learn . Maybe I should invent my own!
All apps so far make me want to open an account before I can get going
Which bank are you with?
Not keen on connecting my bank details to an app though!
Moneyhub for example is registered, offers encryption and states nobody can view your transaction data.