I’m facing an issue: my transaction entries for budgeting become outdated when I manually update them. What streamlined method do you suggest for keeping the data current?
In my experience, automating the update process using integrated tools or third-party add-ons is the key. For example, in Google Sheets, I have successfully employed add-ons that connect directly to financial institutions via API, ensuring transactions are automatically updated without manual intervention. Similarly, Excel users can leverage tools like Power Query to import data from external sources regularly. These automation techniques not only improve accuracy but also save significant time and reduce human error in maintaining up-to-date budgeting records.
i use google apps scripts with timed triggers to pull my transacts direct from online sources, saving me the hassle of manual updates. not 100% foolproof but works ok for my needs.