Converting PDF Bank Statements to Excel For Easier Budgeting

A Phil Svitek Podcast - A Series From Your 360 Creative Coach

I've harnessed the power of financial literacy, thanks to the Financially Fit Foundation, a non-profit dedicated to teaching essential money management skills. Their approach has been a game-changer in my financial life, and I owe a big part of my financial stability to their method. While their full method is detailed in their book, "SAVE Yourself" (available here: https://www.amazon.com/-/en/Chelsea-Galicia-ebook/dp/B086WQYM14/ref=sr_1_1?__mk_es_US=%C3%85M%C3%85%C5%BD%C3%95%C3%91&dchild=1&keywords=chelsea+galicia&qid=1622233741&sr=8-1), I want to focus on a practical aspect that has revolutionized my budgeting process. I'll walk you through the steps of taking a bank statement in PDF format and converting it into an Excel spreadsheet. By doing this, I can categorize and break down each purchase, making my budgeting process far more accessible and understandable quickly. Whether it's expenses related to auto, medical bills, or any other category, you'll see how this simple method can empower you to take control of your finances. Don't forget to like, share, and subscribe for more lessons like this. Lastly, for more free resources from your 360 creative coach, check out my website at http://philsvitek.com.

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