Originally Posted by Ole Red 29
I use an excel spreadsheet. I download the previous months data from my fidelity credit card, one other credit card and bank on the first of each month. Each site, including Fidelity will give you a download in excel format. I then combine all the data into one spreadsheet. Code each line item with one of my budget codes, then move it into my main annual spreadsheet. I have a bunch of graphs and tables that help me better analyze the data. It allows me to track all expenses and not have to share any passwords with 3rd party software.
I know the power/value of excel, but for me anyway, it would be a pretty manual process. Especially if I wanted graphs and tables (I'm guessing you have a bunch of look-up formulas, etc?). I'm concerned that if its not somewhat automated, I won't stick to it.