New transaction summary tool

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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