How do your transactions get recorded into Excel? Do you do the data entry of each transaction in each account you want to track, or does Excel actually download from / or import from your bank?
The data for the checking account and the main credit card, both with Wells Fargo, are downloaded as CSV files which Excel can open natively. I do a little light editing (giving things meaningful names, for example) and copy-paste the results. That’s 90% of the work. Not exactly automatic. I probably could automate the process better with some Visual Basic but I don’t want to.
We have some secondary credit cards that have few-to-no transactions per week and I just type those in manually if needed. I typically manually enter the savings account transactions as well, which most months just consists of updating the balance.
Regards,
– HCF