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 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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