Wednesday, 16 January 2019

Calendar Finance

Do you use Calendar for time management? Do you also track your finance?  Have you thought about managing finance using Calendar!!  Yes, this article helps you do manage your finance using Google Calendar.

Collect Data 

Get credentials to login your bank account.  Most of the banks provide ability to download CSV or Excel format. Some banks provide facility to download OFX, if so, convert them into CSV.

Prepare the Collected Data

Prepare the CSV with the following columns:
1. Subject: Concatenate all the details except Date in this field
2. Start Date: Date of the transaction
3. End Date: Date of the transaction
4. All Day Event: True
5. Private: True

Save the CSV file.

Google Calendar Settings

In order to perform settings, select a calendar (create a new calendar, this is suggested) using the settings.  Next click on the Import/Export -> Import.  In this process Navigate to the file created in the previous step and select the calendar.  Finally click on the "Import" button.

Review the Data

Review the calendar by the date, all the transactions pertain to the date are displayed on the top of the day.  



No comments:

Post a Comment