I login daily to re-categorize transactions although the system does allow you to tell it to categorize future transactions the way that you want them. Halfway through the month I copy the spending by category into an Excel spreadsheet to see where I’m at and then at the end of the month I update it and analyze the variances from my budget. #LEARNING PERSONAL FINANCE YNAB BUDGETING WITH EXCEL UPDATE# It would be great if that functionality was actually within Simplifi, but it is easy enough to do. It has a lot of potential and could someday be the premier app. #LEARNING PERSONAL FINANCE YNAB BUDGETING WITH EXCEL UPDATE#įirst, it does not try to get you open credit card accounts or sign up for investment accounts or save money on car insurance.
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