You can buy my Excel Template that I use in this video at my online store here: www.etsy.com/au/shop/MoneyWithDan In the template, I also have a dedicated page for frequently asked questions and my answers (FAQs). I also include an alternative Data tab for bank downloads with two columns!
Thank you! I was manually entering from a paper statement to Google Sheets. This video has been very helpful! Plus, it'll make my monthly expense tracking WAY easier! ~ Alex
Thank You for taking the time to share this knowledge in an easy to understand and implement method. We can more easily keep up with our spending therefore save money to reduce stress. Again we appreciate your kindness
Thanks Johna and thanks for watching. I created a video on how to add a budget column to this tracker which you can find here: ua-cam.com/video/DYsBcwJ9kAs/v-deo.html hope this is what you are after. Best wishes!
Hi Dan, I just came across this YT series & I think they are great!! I separate my years by tax years (July-June), what would be a nifty way of doing this in the year column, or even a 2nd year column TFYear? I hope you're able to help, many thanks in advance :D
Thanks for watching and glad this is helpful. I have the same issue and their are two ways. The first is to put the year as the first filter at the top and then month underneath and show two full cleanser Year of data. The second is to copy the pivot table and then paste underneath and then filter the first table for the last 6 months of the Val’s fee Year and then filter the second one for the first 6 months of the next year so you see 12 months of data across two full years. Hope this helps.
Hello Dan, i love the template ! I am running into some issues and i am sure it is my lack of knowledge of excel and not the template. 1) i have several decriptions that are listed the same such as Target, City Business Office/utiliies and business taxes, also the "Check" entries in description column which just says "check" with no check number listed (i can get # and add them if neccessary); ok my issue with these decriptions is that since they are described as the same when i categorize them on the ref sheet the actual category i enter may be different and this is not working because the category on the ref sheet obviously varies even though their respective description is the same but since description is the same the data sheet is pulling whatever the earliest category entry was that i entereed on refs sheet and is applying that to all entries with same description this is also occuring with my Data/Internet category not allowing me to seperate home vs business. 2) The Tax Type is not carrying over from ref sheet (by the way i am using the data sheet with both debit and credit columns. 3) also a completly seperate issue, i plan to attempt to add another sheet with a cash reciept tracker and pdf reciept image referrance and i am wondering how i can accomplish this and have it sorted and listed in the expenses (i realize you that have not spoken on this topic and that it is my personal interest so if you choose not to address this last topic i understand). Thank you for your patients and understanding in advance.
Hi Jason. thanks for your questions and glad to hear you like the template. (1) it sounds like the unique identifier is not long enough to make it unique. The easiest solution is to increase the length of unique identifier by increasing the number of characters in the LEFT formula to pick up from the description until you get something unique and copy across to the ref tab. I show how to do this in the video. Try this and let me know if it helped and I understood your issue correctly. (2) that is strange. is the tax type field added to the pivot table or is it showing as a ref error? (3) I don’t recommend adding too many PDF files to Excel as they are very large files and after a adding a short number of files your Excel File could become corrupted causing you to lose your data. You could try attaching a link to a location in your drive as a low memory alternative but that too can be troublesome if you move the file to a new location or changes computers in future. Perhaps you can try just typing a file location that you can refer to manually to be safe while not losing the location entirely if you ever need it. I hope this helps! Dan
You can buy my Excel Template that I use in this video at my online store here: www.etsy.com/au/shop/MoneyWithDan
In the template, I also have a dedicated page for frequently asked questions and my answers (FAQs). I also include an alternative Data tab for bank downloads with two columns!
Thank you! I was manually entering from a paper statement to Google Sheets.
This video has been very helpful! Plus, it'll make my monthly expense tracking WAY easier!
~ Alex
I am happy to hear it will help Alex!
Thank You for taking the time to share this knowledge in an easy to understand and implement method. We can more easily keep up with our spending therefore save money to reduce stress. Again we appreciate your kindness
Thanks for watching and sharing your kind words. I’m so glad this video has been of value to you. Best wishes!
Hey Dan, love the video it is so simple and easy to follow. Could you show us how to add a budget vs actuals sheet to easily track monthly expenses?
Thanks Johna and thanks for watching. I created a video on how to add a budget column to this tracker which you can find here: ua-cam.com/video/DYsBcwJ9kAs/v-deo.html hope this is what you are after. Best wishes!
Hi Dan, I just came across this YT series & I think they are great!! I separate my years by tax years (July-June), what would be a nifty way of doing this in the year column, or even a 2nd year column TFYear? I hope you're able to help, many thanks in advance :D
Thanks for watching and glad this is helpful. I have the same issue and their are two ways. The first is to put the year as the first filter at the top and then month underneath and show two full cleanser Year of data. The second is to copy the pivot table and then paste underneath and then filter the first table for the last 6 months of the Val’s fee Year and then filter the second one for the first 6 months of the next year so you see 12 months of data across two full years. Hope this helps.
@@MoneywithDan Thank you very much for your reply, I will give it a go :) Have a great day!!
you are the best
Glad you found it helpful!
Hello Dan, i love the template ! I am running into some issues and i am sure it is my lack of knowledge of excel and not the template.
1) i have several decriptions that are listed the same such as Target, City Business Office/utiliies and business taxes, also the "Check" entries in description column which just says "check" with no check number listed (i can get # and add them if neccessary); ok my issue with these decriptions is that since they are described as the same when i categorize them on the ref sheet the actual category i enter may be different and this is not working because the category on the ref sheet obviously varies even though their respective description is the same but since description is the same the data sheet is pulling whatever the earliest category entry was that i entereed on refs sheet and is applying that to all entries with same description this is also occuring with my Data/Internet category not allowing me to seperate home vs business.
2) The Tax Type is not carrying over from ref sheet (by the way i am using the data sheet with both debit and credit columns.
3) also a completly seperate issue, i plan to attempt to add another sheet with a cash reciept tracker and pdf reciept image referrance and i am wondering how i can accomplish this and have it sorted and listed in the expenses (i realize you that have not spoken on this topic and that it is my personal interest so if you choose not to address this last topic i understand). Thank you for your patients and understanding in advance.
Hi Jason. thanks for your questions and glad to hear you like the template.
(1) it sounds like the unique identifier is not long enough to make it unique. The easiest solution is to increase the length of unique identifier by increasing the number of characters in the LEFT formula to pick up from the description until you get something unique and copy across to the ref tab. I show how to do this in the video. Try this and let me know if it helped and I understood your issue correctly.
(2) that is strange. is the tax type field added to the pivot table or is it showing as a ref error?
(3) I don’t recommend adding too many PDF files to Excel as they are very large files and after a adding a short number of files your Excel File could become corrupted causing you to lose your data. You could try attaching a link to a location in your drive as a low memory alternative but that too can be troublesome if you move the file to a new location or changes computers in future. Perhaps you can try just typing a file location that you can refer to manually to be safe while not losing the location entirely if you ever need it.
I hope this helps! Dan
Unfortunately, my bank statements only download as PDFs. Had horrible experiences with PDF to Excel converters. So back to manual entry I go.
That’s unfortunate. Have you asked your bank if there is another way to extract your data instead of PDF. Some bank websites are horrible to navigate.