ONE STATEMENT. ONE MONTH.
Start with your TD Visa CSV
Import your statement. Its month is detected from the file.
We’ll keep the dates, descriptions, amounts, and credits together.
Choose the spreadsheet month separately when you are ready to update it.
Visa transactions
Type a category beside each purchase. Refunds reduce that category.
| Date | Description | Amount | Category / paid by | Reviewed |
|---|
Interest allocation
Assign the charge based on who was responsible.
Other expenses
Enter what was paid, who paid it, and the date included.
Recurring monthly bills
| Bill | Amount | Paid by | Anita’s share | Date(s) included | Previously included |
|---|
Extra expenses & reimbursements
Working notes
Scratch notes for this statement. These don’t change the balances.