I am “studying” my spending habits for 2023 and 2024. I have the Main Sheet with all bank accounts, all credit card accounts, PayPal, car loan and mortgage payment from checking account. All seems correct and up-to-date.
My main question is related to CC’s.
Tiller/Banks only import the last 3 months of transactions. So the rest I input manually. I have a very large CC sheet (outside of Tiller) with many CC’s, with ALL transactions (hundreds), including interest payments, etc.
Since Tiller has already the last 90 days of theCC’s, what is the best way to add the individual transactions via CC’s? Do I just input from Excel into Sheets (via cut/paste)?
I want to see: “groups” of transactions within the CC’s so I can categorize (hotel, gas, groceries, personal, business, etc.) and get a better sense of where the money is going in a % view (pie chart or columns, etc.).
I looked at all the topics and cannot find anything to address my specific needs. Which seems pretty basic.
I can add more details if needed.
Thank you
Sergio