
Google Sheets: Bank Feed CSV --> Categorised Expense report.
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Description
Experience Level: Intermediate
Estimated project duration: 1 day or less
I've got a Google Sheets project relating to the creation of a manageable personal spending budget spreadsheet.
I have a bank account (revolut) and want to start getting a little more visibility of my spending month on month to help budget.
Revolut allows us to export the feed in CSV format and what I would like to do is take that feed and turn it into an automated report that has a way of categorising the spending based on the transaction names (similar to creating "Rules" in Quickbooks) and showing me what the spend is looking like across categories, month on month.
So essentially, like a monthly categorised expense report that we can update (part auto/ part manually) with new bank data as it comes through.
I am open to having this work outside of sheets. I know Quickbooks would make quick work of it but that's probably overkill.
In my head, it would be like adding the commonly purchased items (e.g Hellofresh France) to column / array, so they can automatically categorised into a "groceries" category, adding to the tally of how much we spent buying groceries (ideally with a breakdown if needed).
There will be one-off purchases each month for sure, I would just assume each month I will add anything that remains uncategorised manually.
I have attached a sample of the categories (likely incomplete) and a sample of the spreadsheet. Do you think this is something you would be able to work on and could give me an estimate for?
I have a bank account (revolut) and want to start getting a little more visibility of my spending month on month to help budget.
Revolut allows us to export the feed in CSV format and what I would like to do is take that feed and turn it into an automated report that has a way of categorising the spending based on the transaction names (similar to creating "Rules" in Quickbooks) and showing me what the spend is looking like across categories, month on month.
So essentially, like a monthly categorised expense report that we can update (part auto/ part manually) with new bank data as it comes through.
I am open to having this work outside of sheets. I know Quickbooks would make quick work of it but that's probably overkill.
In my head, it would be like adding the commonly purchased items (e.g Hellofresh France) to column / array, so they can automatically categorised into a "groceries" category, adding to the tally of how much we spent buying groceries (ideally with a breakdown if needed).
There will be one-off purchases each month for sure, I would just assume each month I will add anything that remains uncategorised manually.
I have attached a sample of the categories (likely incomplete) and a sample of the spreadsheet. Do you think this is something you would be able to work on and could give me an estimate for?
Joel K.
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