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For tracking actual transactions, you can copy and paste data directly from your bank statements into a designated table. Ensure to create columns for the date, description, debit, and credit amounts. Including a column for the account related to each transaction is advantageous if you manage multiple accounts.
This step will give you clarity on where your money is going, enabling you to categorize each transaction correctly. Using Excel's XLOOKUP or VLOOKUP functions will make it easy to retrieve and categorize your transactions efficiently.