We recommend this step next so you can set a realistic budget plan for each of your categories.
- Open your Transactions sheet.
- Categorize all your transactions from the previous month up to today to populate the prior period data for each category for your real life spending. (hint: use our AutoCat add-on to help with category automation.)
- Skip any transactions related to debt payment you’ve already made for now as we’ll cover the steps for how to categorize those transactions in another article.
Read what's next: Setting Up the Budget Sheet