this post was submitted on 02 Nov 2023
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[–] Dave@lemmy.nz 3 points 1 year ago (2 children)

I use a spreadsheet. I have a macro for categorisation but you could probably do it with vlookup instead.

I like using a spread sheet because I'm not locked in to anything, and neither is my data.

[–] YaksDC@lemmy.world 5 points 1 year ago* (last edited 1 year ago) (1 children)

If you like using spreadsheets you should check out Tiller.

https://www.tillerhq.com/

I tried it and saw its promise, but I don't love spreadsheets.

[–] Dave@lemmy.nz 3 points 1 year ago

I have my spread sheet set up just how I want it, based on what I am looking for in a money management tool. I've come to accept that no other tool will do what I want as well as the thing I set up myself.

[–] Spastickyle@lemmy.world 3 points 1 year ago (1 children)

I also have a robust spreadsheet that has enough VLOOKUPs to choke a supercomputer. Mint was just an aggregate for all my financial institutions that I could then export from the site and into my spreadsheet. I'm willing to pay for this aggregate service, just not a lot.

[–] Dave@lemmy.nz 3 points 1 year ago

I can export spread sheets from my bank website and then have them automatically processed. I do it once a month, and it's only a couple of minutes to do. I can understand the appeal of an aggregate service but I don't find it helpful in my case.