7 January 2013

First client

31 December 2019

Last software update

< 2 hours

Support response

StatementReader is used by forensic accountants, bookkeepers, insolvency investigators, solicitors, auditors and business review professionals to stop wasting time and talent converting bank statements into Excel

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How can I categorise and separate transactions using StatementReader?

Transactions are categorised using a user specified keyword list and order of prioritisation; these can be edited and added to by user. Categories can be identified as receipts, payments or both; the transactions matching this rule and the specified keywords can be displayed in a separate tab. If a separate tab is used, then the summary is dynamic (i.e. it updates automatically if transactions are removed or added from the relevant tab). Also, if a separate tab exists, the user can click on the category title from the summary tab to view the relevant tab (with the transaction breakdown). The summary also shows the total amounts, the amounts as a percentage of the total, and the number of transactions for each category.

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