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7:02 12:30 Suggested clip Excel spreadsheet with macros for (super quick) categorizing of data YouTubeStart of suggested client of suggested clip Excel spreadsheet with macros for (super quick) categorizing of data
1:22 25:20 Suggested clip Clean up bank transaction data in Excel to build a pivot table report YouTubeStart of suggested client of suggested clip Clean up bank transaction data in Excel to build a pivot table report
Export financial data. Save in Excel format. Add a column for purchase type and month. Create a month formula and copy down to all rows. Sort descriptions for easy categorizing. Assign each purchase a type or category. Be sure to align categories to budget or forecast. Create your Pivot Table.
Select the converter above, install and start it. On the file selection dialog, select and open your bank statement file. Click the Copy to clipboard button and switch to Excel (start Excel or press CTRL+TAB)
Open an Excel table. Click Detect Categories. Specify the columns to use in analysis. Optionally, specify the maximum number of categories to create. Click Run. The tool creates a new worksheet, named Categories Report, which contains the list of categories and their characteristics.
0:00 3:26 Suggested clip Advanced Excel Video Training | 005 | Create a collapsible list in YouTubeStart of suggested client of suggested clip Advanced Excel Video Training | 005 | Create a collapsible list in
Highlight the rows and/or columns you want sorted. Navigate to “Data” along the top and select “Sort.” If sorting by column, select the column you want to order your sheet by. If sorting by row, click “Options” and select “Sort left to right.” Choose what you'd like sorted. Choose how you'd like to order your sheet.
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