If you have multiple expense reports, i.e. Download Expenses: Download your expenses for a single month from your credit card or bank account’s website in an excel or csv file format.If necessary, Enable Macros: If you are still getting an error even after restarting the workbook, click File -> Options -> Trust Center -> Trust Center Settings -> Macro Settings -> Enable VBA Macros -> Restart the workbook.Enable Content: If you see a yellow banner up top with a button marked “Enable Content”, make sure to click it to run the automated functions.Look for a checkbox at the bottom of the window with the title “Security:” and make sure it is checked. Unlock: On Windows, right-click on the file in your file explorer and go to “Properties”.
Instructions are also available within the workbook. So, it was split into 2, making the final result $14.535, which will count towards totals for eating out. Using this chipotle example, you can also see that the total was $29.07, with a threshold of $15. For example, “ CHIPOTLE” in “ CHIPOTLE ONLINE” is bolded because it matches the company “Chipotle”.
The portion of transaction names that are bolded are the portions of the names that match a company entered on the homepage. This is an example of a monthly expense report. This is the main screen where you will set companies/categories, thresholds, import new expenses, and view your averages. It does not work on web-based Excel (macros can’t run on web-based). It has been tested on both Windows and Mac, though it is easier to get it to work on Windows.