The next step is sorting your expenses in a meaningful way. Learn more → Suggestions for categorizing expenses in your template It’s completely free to try for 30 days, and you keep all data imported during your trial. Then you can either cut and paste your transactions into your spreadsheet, or export a CSV file that you can then either import directly into your sheets or again cut and paste data. Manual workflow: Log into your bank website.
There are a couple of ways to get your bank and credit card transactions into your spreadsheets:
