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I have my spread sheet set up just how I want it, based on what I am looking for in a money management tool. I’ve come to accept that no other tool will do what I want as well as the thing I set up myself.
If you like using spreadsheets you should check out Tiller.
https://www.tillerhq.com/
I tried it and saw its promise, but I don’t love spreadsheets.
I have my spread sheet set up just how I want it, based on what I am looking for in a money management tool. I’ve come to accept that no other tool will do what I want as well as the thing I set up myself.
How are you entering transactions? Manually?
Each month I download a spreadsheet of transactions from my bank’s website. I only manually set categories for things not previously seen.