![]() ![]() Helped tremendously in maintaining her interest during the discussion. Also, developed some bar and pie charts to summarize our finances (and spending) last year for review with my DW. As an ex-finance guy, I enjoy this process as it keeps me close to our finances and keeps my excel skills fresh. However, I am retired and have lots of free time to manage our finances. This has reduced the time I used to spend printing the CC statement and adding spend by category manually. ![]() I then categorize the spending in the columns from left to right (about 20 different categories - although many end up in the "misc" or "all other" category of my summary CC spending tab). I add the current months spend to the bottom of the prior months spending (so all prior transactions are maintained). In this Moneyspire vs Moneydance review, we will compare these platforms across three key factors: features, pricing, and user experience. Main improvement is that I now download the transactions from our main 2% cash back card (which contains spending on all sorts of things - basically all spending other than travel, groceries, restaurants and gasoline) into one of the tabs of that excel file. ![]() I have made some process improvements over the last year. I don't know how cool it is, but I developed my own series of excel worksheets (a multi-tabbed excel file). Please note that this feature is different from Moneyspire Connect (which allows you to connect directly to your financial institution from inside Moneyspire). Has anybody come up with a cool Excel spreadsheet for budgeting? Moneyspire allows you to import transactions from your online banking service and/or another financial software application so that you dont have to manually input them. ![]()
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