How to identify recurring payments and receipts in Excel


The ‘recurring transactions’ area of the analysis options allows the user to identify daily / weekly / fortnightly / monthly / quarterly / annual transactions within an acceptable [2] day or [10]% variance. Also, allow [2] missed occurrence(s), so that holiday or suspension periods are still included in the calculation. Using dates and amounts, each within an acceptable variance, helps to show regular financial dependencies that are imposed on the account holder. When analysing several months, patterns can be identified and possible future trends extrapolated using robust rules with documented evidence.


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