Same Sheet or Different Sheet for 2024?

Yeah, it helps to indicate number of transactions, because that varies per person/household.

I don’t connect investment accounts, so that helps keep transactions lower. And, yeah, I’m not generally making lots of transactions.

To help keep transactions lower, I decided to not use the Amazon CSV import workflow, because that creates a new transaction for each item, plus an offset transaction. It’s pretty slick to be able to have all that itemized detail, but I find I don’t really need all that in my transactions list.

2 Likes