Nobody Panic How to Use an Excel Spreadsheet
Apr 2, 2024
Join the hosts as they tackle the daunting world of Excel spreadsheets with humor and relatable stories. A special guest shares invaluable tips and tricks to help turn spreadsheet phobias into confidence. Learn about personal finance management, from budgeting with exported bank statements to using freeze panes for better visibility. Dive into the absurdity of Excel jargon, explore essential formulas, and discover how to visualize your spending. It's a fun and enlightening journey for anyone looking to conquer their spreadsheet fears!
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Tax Return Trauma
- Tessa's accountant reacted strongly to her tax return methods, screaming and pulling over.
- She insisted on an Excel spreadsheet, but eventually accepted a Word document.
Export Bank Statements
- Export bank statements as a CSV file to easily import transactions into Excel.
- This simplifies budget tracking, eliminating manual entry.
Categorize Transactions
- Categorize transactions in Excel for a clear budget overview.
- Add a "Category" column and label expenses (e.g., bills, entertainment).