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

#Excel #All

Recent Posts

See All

Frequently Asked Questions, by phone

I have a warning message When does it happen? Can you send a screenshot to us? Also, if you can, please email the PDF input document to us (or upload it using the 'File' menu within StatementReader) a