Financial tracking made easy - I hope!

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Registration date
Sunday November 16, 2014
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August 20, 2015
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Hello,

I am trying to develop a finanical transactions tracking worksheet.

I want to reduce the amount of data entry so Im downloading my financial data from my bank using .csv format, paste it into my transactions spreadsheet and then assign a category to each entry from a drop down list.

I want to then be able to total up the entries in another spreadsheet according to the month and assigned category of each entry.

Am I looking at functions/formulas or VBA?

Hoping you can help

TRT