I’ve deployed my money tracker

I think I spend quite a lot of time perfecting my money tracker system. It’s already started to pay dividends.

A lot of business owners don’t see the value of having a proper system. But once they start to use it, they can’t live without it.

So here is how I transformed my previous blog post into a working system.

So the first thing that I need to do is, export .csv files from ANZ/ASB Online banking system.

  • Import the .csv and load as transaction

  • Once loaded, I can see all transactions made and I can view by monthly.

  • Next I need to map transaction to a category. For example, set Countdown as Groceries

  • Well, I can’t just map everything. The only transactions that are important for me are the mostly repeating ones.

  • Once finished, I can view all categories

  • I can view each category’s transactions

  • The next month I uploaded a new .csv export, it will automatically map those transactions with a correct category

  • And view graph…. I need to fix something…