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today Iamp;#39;m walking you step by step through two methods to automatically categorize your expenses in Excel and stick around to the end where I show you how easy it is to update the file with next monthamp;#39;s expenses and automatically categorize them please make sure to like And subscribe thank you so much and letamp;#39;s get started right now the first thing you need to do is download your expense data from your credit card provider Iamp;#39;ve got a link to a video where I show you how to do that but in this video I already have mine downloaded itamp;#39;s in this Amex working 01 folder so Iamp;#39;m just going to open that data up and Iamp;#39;m going to copy the data in my download and then paste it into my new spreadsheet I donamp;#39;t like the formatting here Iamp;#39;m just going to press Ctrl 1 and then unselect this wrap text to make it fit a little bit better the first thing weamp;#39;re going to do is create a lookup table and weamp;#39;re going to use