How can I quickly categorise bank transactions using Excel?


Data validation can be used to create a drop down box showing categories that can be easily allocated to individual transactions.

This can be useful when carrying out a bank statement reconciliation and isolating certain payments for investigation. Examples of possible categories include areas of business or geographical locations.

Here is an article that provides more information: http://excelsemipro.com/2011/02/create-a-cell-drop-down-list-in-excel-with-data-validation

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