• Dave@lemmy.nz
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    1 year ago

    I use a spreadsheet. I have a macro for categorisation but you could probably do it with vlookup instead.

    I like using a spread sheet because I’m not locked in to anything, and neither is my data.

      • Dave@lemmy.nz
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        1 year ago

        I have my spread sheet set up just how I want it, based on what I am looking for in a money management tool. I’ve come to accept that no other tool will do what I want as well as the thing I set up myself.

          • Dave@lemmy.nz
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            1 year ago

            Each month I download a spreadsheet of transactions from my bank’s website. I only manually set categories for things not previously seen.

    • Spastickyle@lemmy.world
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      1 year ago

      I also have a robust spreadsheet that has enough VLOOKUPs to choke a supercomputer. Mint was just an aggregate for all my financial institutions that I could then export from the site and into my spreadsheet. I’m willing to pay for this aggregate service, just not a lot.

      • Dave@lemmy.nz
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        1 year ago

        I can export spread sheets from my bank website and then have them automatically processed. I do it once a month, and it’s only a couple of minutes to do. I can understand the appeal of an aggregate service but I don’t find it helpful in my case.