We recommend this step next so you can set a realistic budget plan for each of your categories.  

  1. Open your Transactions sheet. 
  2. 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.
  3. 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

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