How to make a home budget spreadsheet on excel?

unitedsways asked:


I want to make a home budget spreadsheet on excel and be able to download my transaction history from my bank. So far, I’ve been entering transactions by hand and that’s gotten too tiresome. My bank offers transaction historys in the downloadable formats – *qif, *csv, quicken, and microsoft money. I want to be able to just download the transaction history and input them into excel budget spreadsheet with minimal hassle. Anybody know how? Thanks.

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This entry was posted on Friday, February 20th, 2009 at 9:03 pm and is filed under Money And Budget. You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.

3 Responses to “How to make a home budget spreadsheet on excel?”

  1. Molly R Says:

    download as csv
    excel will be able to open it
    csv is comma separated values
    when you try and open it with excel it will ask about the commas
    it will work

  2. The Count Says:

    This web site has a home budget planning program for excel :

  3. boo's mom Says:

    Well, I created a budget worksheet in Excel. It’s not quite as detailed as you’re doing, though. It has amounts by month and year.

    If you’d like a copy to use/try, just email me. I’m more than happy to send it to you!

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