A repeatable Excel macro workflow can import a bank CSV, clean dates and amounts, normalize merchant names, apply categories, and output a transaction table.

Build a free 2026 Excel budget file with bank import and XLOOKUP categories, so you track spending and savings without manual typing.

If you’re trying to achieve financial independence or just keep better track of your money, you need to be using a budget. It’s non-negotiable. While there are plenty of budgeting apps out there, you ...

Quicken is the software of choice for many small business users when working with finances, managing customer accounts or creating a budget. If you want to create the same information in an Excel ...