{ "media_type": "text", "post_content": "I need recommendations for a software or help uploading my credit card statements into excel so I can divide charges into categories and figure out where my money is going. (Cont.)", "post_id": "6015e2e3b39af90024bd67cc", "reply_count": 6, "vote_count": 0, "bowl_id": "552d1d24dc1c586b09d2d052", "bowl_name": "Law" }

I need recommendations for a software or help uploading my credit card statements into excel so I can divide charges into categories and figure out where my money is going. (Cont.)

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Pay for YNAB. Changed mine and my wife’s life. We’ve been using it for years. I do our personal finances and run her small business from it.

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Yea, I think so. But I never export. I use the in program reports. Easier than excel formulas/formatting.

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Highly second the YNAB recommendation. It was life changing for me to be able to see where my money was going and makes tweaks so my spending reflected what I valued. If you want, I can send you a referral code and I think we both get a free month if you use it. No pressure obviously

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Mint does this

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I haven’t used anything in a while but I used to have a license to quick books (I think that’s what it was) and it automatically downloaded my transactions. But I basically need to start over now and not sure I want something paid or just work in excel. When I used the other software I felt I still had to do a lot of manual work to get the categories the way I wanted. For now I really just need to see where it all goes and what I can cut back on. Any suggestions?

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