![]() The program will find the company name anywhere in the transaction name and is not case-sensitive.Once you click that button, the sheet will count towards the averages and not be overwritten by any subsequent imports of the same month. This allows you to make any edits to the final split values if necessary. ![]() Mark as Completed to View Averages: Each sheet of expenses that is created has a “Mark as Completed” button.You can now go ahead and import other month’s expenses the same way, with the system automatically creating sheets for the different months. If left empty it will just open to your file explorer. Note: If you import expenses from the same folder every time, you can put that folder path in the “Expense File Path” yellow field.So you only need to add “Chipotle,” for example, as a company once. The company/category combinations you just set up will be saved and apply to all future imports. This will automatically delete the previous sheet. Import to Your Heart’s Content: Now that the categories are set, you can follow step 5 again to reimport the expenses.I have left most of my own companies in to get you started.5 split above, a $9 Chipotle purchase will be recorded as $9, while a $12 purchase will be split to $6. For example, if you set the threshold to $10 for Chipotle with a. A threshold is the value at which the “Split Below Threshold” will apply below and the “Split Above Threshold” will apply above.Finally, set splits and a threshold if desired. ![]() ![]() You can create your own category or use the ones already entered. For any expenses that were not categorized, take a unique portion of the name and add it as a company. This is because the “Company”s and “Category”s you see at the left of this sheet are not set up. This first import will likely miss most of the expenses.
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