@mattcassinelli Here’s a dumbed down version of my business budget. I made up the categories and the transactional data. The key is that each month I can copy/paste transactions from my statement and it auto-populates.
https://www.icloud.com/iclouddrive/0ZL_gpQAMEHgNQUB2tLIzU-VA#2021_Demo_Budget
@mattcassinelli Keep in mind that this is a super simple version of what many corporations do on a daily basis.