But analyzing transactions in your accounts is all about looking at the past. You might consider focusing on the future instead. For example:
1. Plan how much you want to save for retirement, vacation, etc. and how much you'll need to pay bills
2. Set up some automatic transfers to save the money for #1
3. Have fun with the rest / invest
#1 is easier said than done. Financial advisors can charge US$2000 to create a good plan. We're building a tool now to automate what they do.
But analyzing transactions in your accounts is all about looking at the past. You might consider focusing on the future instead. For example:
1. Plan how much you want to save for retirement, vacation, etc. and how much you'll need to pay bills
2. Set up some automatic transfers to save the money for #1
3. Have fun with the rest / invest
#1 is easier said than done. Financial advisors can charge US$2000 to create a good plan. We're building a tool now to automate what they do.