Jan 01 2022 09:09 AM
I came across the Money for Excel and really like the template. It was easy to sync my 2 financial institutions for monthly budget and tracking of transactions in specific categories like Groceries, Gas, Auto Loans, Utilities etc.
1 question, I can't figure out a solution to and need help:
I want to mark transactions as seen/completed so I know I have them in the correct category. I tried to highlight the transactions but then when I synced it remove all the highlights. Best I have come up with is to make a sub-category under each category that is completed (but this is unnecessarily time-consuming). Any thoughts?