COM 247 Spending assignment
Key Takeaways
Tracks monthly spending in Excel using a five-step process
Original Description
This video explains how to track your monthly spending in Excel using five steps and illustrates each step using actual transactions. The steps are:
1. Download transactions from your bank
2. Delete unnecessary transactions (deposits, transfers)
3. Categorize transactions by expense type
4. Total spending by category of expense
5. Review your monthly spending
If you wish to receive the Excel template, email michaelking at uvic.ca
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