Can you set up a pivot table so every time you download a bank statement it will automatically format itself? Perhaps if there was a way to assign a classification to each line item on the banks site that would be part of the download?
Hi Charlie, Yes, you could do this with a Macro command, and I agree it would be great if there was some kind of standard coding applied by banks to each transaction. But, I guess that this in itself might cause confusion.
Hi Simplekind, look for the + in the bottom left corner when the cell is active. Then drag it down. Alternatively Google 'Excel Autofill' to learn the technique. :-)
Very handy. But I have a problem with sorting after the analysis column is populated. It won't sort properly with i.e Descrip col. The analysis col info won't follow the sort. I assume it's something to do with the way valid list behaves? Anyone?
The CSV file I've taken from an account from HSBC bank, the numbers £-/+ figures are not active therefore I can't add or use auto sum (always gives 0 as total ) do you know a way of making these figures active? without having to type each amount into other columns ( debit /credit ) Any advice would be appreciated
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This was great, I've been wasting money on those personal financial software applications for years thanks for this tip.
Glad it was helpful! :-)
Great video used twice this morning and it’s fab 🎉
Great to hear! :-)
I am new to spreadsheets and was able to get a grasp of building a spreadsheet
Brilliant, well done, and, welcome to the spreadsheet world :-)
Can you set up a pivot table so every time you download a bank statement it will automatically
format itself? Perhaps if there was a way to assign a classification to each line item on the banks site
that would be part of the download?
Hi Charlie, Yes, you could do this with a Macro command, and I agree it would be great if there was some kind of standard coding applied by banks to each transaction. But, I guess that this in itself might cause confusion.
Hey Charlie did you come up with anything yet
Can't wait to try this! Thank you!
Have fun!
Yes please! Wow that was so helpful!
Hi Jody, Please follow the ‘Download’ guide in this link 😊 th-cam.com/video/m7Zf8_UWPGQ/w-d-xo.html
Fantastic! Just what I was looking for. Thank you
Glad it was helpful!
Fantastic Solution 👍
Thank you! Cheers!
I cannot seem to get the "drop down arrow" for the rest of the cells. Only the "d2 " cell. You say to drag the cursor down but what option do I paste?
Hi Simplekind, look for the + in the bottom left corner when the cell is active. Then drag it down. Alternatively Google 'Excel Autofill' to learn the technique. :-)
Great video, very helpful!
Glad it was helpful! :-)
Thank you! 👍
You're welcome! 😎
That is so well explained! I cannot automatically enter positive and negative numbers into the same column... Do you know what is the issue?
Hi, You can check your work against the original. A download is available at www.MrSpreadSheet.com :-)
Very handy. But I have a problem with sorting after the analysis column is populated. It won't sort properly with i.e Descrip col.
The analysis col info won't follow the sort. I assume it's something to do with the way valid list behaves? Anyone?
Hi Travis, the idea is that the Pivot Table facilitates this, rather than the raw data.
Amazing video. WOW!
Thank you very much!
Very interesting, but need to watch it again.
😊
what software do you use for that and can it be use in U.S.A.
Hi Lito, It's Excel 365 and it's available globally :-)
Thank you, very straight forward and most informative; please can I have a copy of the spread sheet you mention 👍👍
Hi Ben, please visit either of our websites at www.MrSpreadSheet.com or wwwMrSpreadSheet.co.uk :-)
The CSV file I've taken from an account from HSBC bank, the numbers £-/+ figures are not active therefore I can't add or use auto sum (always gives 0 as total ) do you know a way of making these figures active? without having to type each amount into other columns ( debit /credit ) Any advice would be appreciated
Hi Pamela, try using an IF Statement and then when OK copy/drag down the formula. Save's retyping :-)
I would love to have a copy of this worksheet
The file you have requested can be obtained by following the guide in this video th-cam.com/video/m7Zf8_UWPGQ/w-d-xo.html 😊
This is a brilliant video 👌must say but i had to try someone who my daughter told me got good bank statements fr and thats deelscafe 💯..
Thanks for sharing
Thank you this was very helpful. Fantastic :)
You're very welcome!
I have 1-11 in the list and the pivot table organises them as 1 10 11 2 3 4 5 6 7 8 9. How do you organise them numerically please?
You can download a copy of the original template at www.MrSpreadSheet.com :-)
Great video. I'm looking forward to a copy of the spreadsheet and putting it to work. 🙂
Glad you found it useful.😊
Thanks for this!! How do I add new data?
Hi Allen, try downloading data from your online Bank Account/PayPal. Then you can practice using this :-)
This was a great help mad it so eazy
I'm glad you liked it. :-)
Thanks🎉🎉🎉❤❤❤😊
You're welcome 😊
when I download a CSV file it does it in Numbers not Excel. Can you tell me how to change that.
Hi, have you tried loading the your csv file from within Excel?
Please, how do I get a copy of the bank statement to help me practice.
Hi, Please follow the guide at the end of the video :-)
Thanks for your sharing a good video
Thank you too
a great video and a great help
Glad you liked it!
Seems easy to follow send example
Glad you found it useful :-)
Thank you, Sir👍
You are welcome
thank a lot.
No problem! :-)
when I download a CSV file it does it in Numbers not Excel. Can you tell me how to change that.
Hi, have you tried loading the your csv file from within Excel?