![]() We know people often choose Excel to manage their finances because it allows them to take a more personalized approach. And to help ensure you are not caught unaware of any unwelcome transactions, Money in Excel will alert you to increases in your subscription fees, changes in bank and overdraft charges, or any big purchases that were posted during the month. With the help of easy-to-read graphs, you can quickly track how your spending compares month over month. Use the “Snapshot” sheet to get an instant glimpse of how you’re spending across various categories such as groceries, household items, rent, and more. Once your transaction information is imported into Excel, it’s easy to track your spending habits to help stay on course and get closer to your financial goals. And every time you want to update the workbook with the latest transactions, just click the Update button and get the latest snapshot of your transactions and accounts without ever leaving Excel. You no longer need to spend hours manually setting up a personal finance spreadsheet from scratch Money in Excel does it for you in just a few seconds. With these benefits in mind, when it comes to budgeting, why not give OneNote a try? And for a free and simple way to store mountains of expense receipts, OneNote can’t be beat.Once your financial accounts 3 are connected, Money in Excel will automatically import your transaction information from all your accounts into one workbook. If you’re not a spreadsheet person, feel free to list all your expenses in the body of your notebook-but remember that you’re always welcome to embed links to whatever Microsoft program helps corral the information you need, including Excel and Word. You can also upload bank and credit card statements as PDFs if you need to pore over them as you plan out your monthly budget, or even link your account login pages for easy reference. Unlike just a mere spreadsheet, OneNote can be a place where you jot down ideas and observations, such as things you’re looking forward to buying, dates of a certain sale, or times of year you notice expenses rising or prices dropping. Tax professionals recommend storing the last seven years of receipts when it comes to business purposes, and rather than finding a physical place to put all that paper, you can simply keep an easy-to-use digital record in the cloud. For a more low-tech list, you can also scan your receipts and link the image file to the relevant date or purchase. ![]() Collecting receipts for reimbursement or tax purposes? If you have OneNote on your smartphone, simply snap a photo of the receipt, and the details should automatically populate with OCR text reading. It’s easy to include receipt files in your notebook.Remember that you can also password protect certain notebooks to limit as well as facilitate access to more sensitive and personal information. Collaborate on budget ideas, easily consult your budget goals, or upload receipts to a shared notebook or tab. OneNote’s cloud storage means that not only can you access your budget and expense notebook from anywhere, but you can share it with those who need to know what’s going on moneywise in your household or business. Share with family members and colleagues.Not only can you sit down at your desktop to go over your monthly expenditures, but you can also take notes while you’re out and about with your tablet or smartphone-perfect for keeping track about how much you’re spending each day or in specific places and if any unexpected, unplanned expenses pop up. You can update your notebook on the go.All of your important information is in one place that you’re very familiar with, so you’ll know exactly where to look when needed, and this can help foster those spending and savings habits you want. ![]() If you’re already using OneNote as a to-do list and a planner, cross-referencing your budget before you go buy groceries or those concert tickets just got a little bit easier.
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