We have released a software tool that creates advanced transaction summaries in Excel. This can be used alongside StatementReader, or as a standalone tool with exported CSV transactions. It is called DropToExcel - it's very light-weight (less than 5Mb) and quickly summarises recurring, reversed or duplicate transactions. Also, it generates keyword summaries and categorises transactions based on words that appear in the transaction narrative (which are set by the user). The options that the user has for allowable variances in recurring transactions, for example, makes this a very powerful tool.
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See AllHere are the latest templates to be added to StatementReader for banks from UK, UAE, Switzerland, Hong Kong, India, USA, New Zealand: Halifax 3, State Bank of India 4, Citibank UAE, Standard Chartered
We have now removed the need to have Excel installed on the user's machine; this improves the availability and stability of StatementReader. We've also kept the formatting and hyperlinks our users re