Personal financial management can be systematically improved through the following three steps:
- Multi-account integrationBatch conversion of PDF statements from different banks to standard Excel format for centralized data management.
- data analysis: Utilize Excel's pivot table and chart functions to visualize and analyze income and expenditure, and consumption breakdowns.
- Regular follow-up: It is recommended that statements be converted once a month to identify spending trends by comparing historical data.
StatementSheet is especially suited for users who need to manage multiple accounts, and its exported Excel file retains all the fields of the original transaction, making it easy to create customized financial statements and budget templates.
This answer comes from the articleStatementSheet: Online Tool to Convert PDF Bank Statements to Excel SheetsThe
May not be reproduced without permission:AI productivity tools " Enhance the systematic and visualization of personal financial management
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