Track Account Balances & Transactions, Part 1
In this Microsoft Excel tutorial series, I'm going to teach you how to track your account balances and daily transactions. We'll be using basic formulas, math equations, conditional formatting, tables, and the SUMIFS function.
This is a sheet to keep a rough track of what all of my accounts are doing. Once a month I download my transactions and keep them all in my accounting database, but on a daily basis, I like to keep track of my account balances, credit card payments, etc. So one of the first things I do every morning is log on to my bank's website, and the two credit cards I use the most and check their balances and new transactions.
Prerequisites
Dedication
- Dedicated to my fiance, Lauren ❤️🐧
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17 months ago
