5/10/2023 0 Comments Excel budget planner![]() For example, a rent target of $1,300 per month is shown below. On the ‘Budget Targets’ tab, enter your monthly target amounts for your expenses and income by category (see yellow highlighted cells below). Check out the comment below from Khan (thread #17), who has been kind enough to list out the steps to export your transaction data from Mint (together with expense category info) so that you can switch to this tool rather painlessly A tip for current users of Mint who want to switch to this spreadsheet.Please note that the data that you enter needs to be in the correct format: dates must be written in the format mm-dd-yyyy for example Februwould be entered as 02-20-2017.Please ‘paste as values’ into the tool when possible, as regular pasting can sometimes bring in odd formatting into the tool which will mess up the dashboard tab.Downloading these transactions in “spreadsheet” or “CSV” format and then copying/pasting into this spreadsheet will make your life much easier! Note that most banks will let you export / download your transaction data.On the ‘Income’ tab, please enter all of your income transaction data (same process as the ‘Expenses’ tab)Ī few tips for inputting your data into these tabs: Enter each expense transaction as a separate row. ![]() On the ‘Expenses’ tab, enter all of your expense transaction data. I’ve already included default category names which will hopefully work for most people, so there is no need to make changes here unless you’d like to. On the ‘Category Setup’ tab, you can modify the labels used to categorize your expense / income transactions. The tabs of the spreadsheet are colour-coded - the blue tabs are where you need to enter manual inputs, whereas the Green tabs are outputs that will update automatically based on your data. Since most banks only let you access your transaction data from the past 12 months (or less), this means that you’ll never lose your financial data
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