![]() This is because the “Company”s and “Category”s you see at the left of this sheet are not set up. This first import will likely miss most of the expenses. First Import: Select “Import Month’s Expenses” at the top of the main sheet, navigate to your downloaded expenses, and double-click the Excel file.These columns do not have to be next to each other, and it does not matter what is above or to the right of the headings. Format Expenses: Ensure that the expense sheet has column headers for “Date”, “Description”, and “Amount”.a bank account and credit card, you can combine the expenses into one sheet. If you have multiple expense reports, i.e. Download Expenses: Download your expenses for a single month from your credit card or bank account’s website in an excel or csv file format.If necessary, Enable Macros: If you are still getting an error even after restarting the workbook, click File -> Options -> Trust Center -> Trust Center Settings -> Macro Settings -> Enable VBA Macros -> Restart the workbook.Enable Content: If you see a yellow banner up top with a button marked “Enable Content”, make sure to click it to run the automated functions.Look for a checkbox at the bottom of the window with the title “Security:” and make sure it is checked. Unlock: On Windows, right-click on the file in your file explorer and go to “Properties”.Instructions are also available within the workbook. So, it was split into 2, making the final result $14.535, which will count towards totals for eating out. Using this chipotle example, you can also see that the total was $29.07, with a threshold of $15. For example, “ CHIPOTLE” in “ CHIPOTLE ONLINE” is bolded because it matches the company “Chipotle”. ![]() The portion of transaction names that are bolded are the portions of the names that match a company entered on the homepage. This is an example of a monthly expense report. ![]() This is the main screen where you will set companies/categories, thresholds, import new expenses, and view your averages. It does not work on web-based Excel (macros can’t run on web-based). It has been tested on both Windows and Mac, though it is easier to get it to work on Windows.
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