wesabe-excel-budget

Budgeting for Wesabe using ExcelThis project includes an Excel workbook that you can use to track your spending. It downloads your transaction data from Wesabe and shows your daily spending categorized using your Wesabe tags. You can enter monthly or weekly budget amounts for your tags and see how your spending compares to your budget.

Getting StartedOpen wesabe-budgeting-v1_2_1.xls and if Excel prompts you to enable or disable macros, click the Enable Macros button. On the Budget sheet, enter a few of your tags in row 1, columns D though N. Enter monthly budgets for those tags in row 2.

Press Ctrl+Shift+D to download your transactions from Wesabe. You will be prompted for your username and password, enter them and click OK. The status bar at the bottom of Excel will say, "Connecting to Web...," then, "Retrieving data from web site...." When it says, "Ready," your transaction data has been downloaded.

View the other worksheets to see how your recent spending compares to your budget. After you tag more transactions in Wesabe go back to Excel and press Ctrl+Shift+D to download your latest data.

Don't worry about cells that contain #REF! errors, you haven't downloaded data for those dates yet.

For more information, visit the UsageTips or the ImplementationDetails pages. If you have problems, please file an issue report.

The ChangeLog lists all changes from previous versions.

SecurityWhen you use this workbook, you will be prompted for your Wesabe username and password. You can be confident that it is safe to enter your Wesabe password because it is going directly to Wesabe. The workbook contains an Excel Web Query on the Transactions worksheet. It connects to https://www.wesabe.com/transactions.xml using Internet Explorer behind the scenes. The prompt for your password comes from the Excel Web Query, the workbook's macro code never sees your credentials.

Tags

  personalfinance budgeting vba money excel wesabe financial visualbasic visualbasicforapplications

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