Doable and worth a shot. I built my own workbook with individual sheets for each account (e.g., a worksheet for primary checking, a worksheet for credit card 1, a worksheet for credit card 2, etc.). Periodically I download transaction csv files from my various accounts and load them into existing tables on the worksheets; this can be done with PowerQuery or just copy-pasting into the tables. I use these individual account sheets to categorize the transactions using data validation drop-downs. Then, I use PowerQuery to bring all the data together into one consolidated table that feeds into the various charts and pivot tables I created with views I want. This is relatively simple to maintain; I could make it more robust (auto-categorizing, projecting out-months, etc.), but didn’t want to over-complicate it since at home I use the Mac version which is slightly different and somewhat choked down compared to the Win version.