this post was submitted on 15 Jul 2023
34 points (84.0% liked)
Personal Finance
3796 readers
4 users here now
Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Join our community, read the PF Wiki, and get on top of your finances!
Note: This community is not region centric, so if you are posting anything specific to a certain region, kindly specify that in the title (something like [USA], [EU], [AUS] etc.)
founded 1 year ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
I use Tiller, which is a paid service that dumps your transactions into an Excel spreadsheet or Google Sheets. I like being able to have full control, without needing to copy everything into the spreadsheet.
Does your bank not allow you to download your transaction list as a CSV? I used to do this.
I have lots of bank accounts, and doing that every so often is a real PITA. And each is in a different format.
I get far more value from having those separate accounts than I would save by consolidating to 1-2 accounts.