But its budget functionality also takes an effort to categorize spending.ĭetailed categorization is more than I need. Personal Capital is awesome for tracking net worth and investments. But I grew tired of the tool because it required so much work to get everything categorized correctly. But as your family grows and the types of transactions and accounts grow, it gets more complicated.įor years, I used for budgeting purposes. While writing about reaching financial independence before early retirement ( aka F.I.B.E.R) in 2017, I realized I didn’t know how much our family spends in a calendar year.įor single people with a few accounts, tracking spending is simple. Why I Started to Track Spending in an Excel Spreadsheet Step 2: Download CSV File of Credit Card Statement. Step 1: Download CSV File of Checking Transactions.How to Track Spending Using Excel Pivot Tables (Step-by-Step).Why I Started to Track Spending in an Excel Spreadsheet.
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