How to save by controlling your credit card expenses from Excel

excel

As most of you will already know, Microsoft is a firm that has a good amount of applications and platforms to focus on. But of course, to his credit he has more popular products, such as with Word or Office Excel, and of course, with Windows 10.

A good part of all this will depend on the market penetration that each of these tools has globally. And of course, when we refer to the suite focused on productivity, Office, or the operating system, Windows 10, we talk about products with a very high level. The firm, being fully aware of all this, puts special care in the development and improvement of these products used by millions of users.

Well, in these lines we want to focus on one of the proposals that most of you have been cooking for many years. Specifically we talk about Excel, the app integrated in the Office suite and which focuses on the use of spreadsheets. It is evident then that this is an application that we normally use when we are going to need to deal massively with large amounts of numerical data. Well, how could it be otherwise, these will help us to manage our domestic economy in a much more effective way.

Control the spending of your cards from Microsoft Excel

As an example, the case we are going to talk about next, we are referring to being able to keep a much more exact control of the expense we make with our credit and debit cards. In the beginning this could throw us back a little due to the almost mandatory use of custom formulas for all this. Although its use is not as complicated as you might think, some knowledge is needed to get the most out of it. to this.

But for those who want to be able to manage your expenses with the Microsoft tool that we have talked about, we will give you excellent news. And for that, the program itself offers us a series of templates that will be very useful in these tasks. Therefore, the first thing we will do is start the program in a conventional way, but without opening a blank document. Then we will see that Excel presents us with a series of predefined templates, designed for a good amount of types of work.

In order to take full advantage of all this, the first thing we will do is search for the term “Credit” in the corresponding search box of the application. Then it will be when on screen we will see that some of these templates that we referred to appear. Therefore, then we just have to click on the so-called "Credit Card Tracking" or "Credit Card Registration", for example.

One of the great advantages of opting for one of these elements is that both the design and the formulas are already integrated. So we will not have to enter our data to perform the aforementioned monitoring. Here we can customize the name of the card as such, the bank, the amount, the concept, etc. After that we will wait for the formulas and the program to do their job.

Date update on 2019-10-15. Date published on 2019-10-15. Category: excel Author: Oscar olg Fuente: softzone