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Jeremy1565's avatar
Jeremy1565
Copper Contributor
Oct 07, 2022

Combine bank statement entries

Hi,   I have downloaded my monthly banks statement as an excel document, and I currently have a table that has 3 columns: Narration (The business name) Debit Credit   I want to be able to comb...
excel
Formulas and Functions
Lorenzo's avatar
Lorenzo
Silver Contributor
Oct 07, 2022

Jeremy1565 

 

In case you want to do it with formulas and run Microsoft 365...

 

in J3:

=LET(
    Narrations, UNIQUE(Table1[Narration]),
    Debits,     BYROW(Narrations, LAMBDA(rw, SUMIF(Table1[Narration],rw,Table1[Debit]))),
    Credits,    BYROW(Narrations, LAMBDA(rw, SUMIF(Table1[Narration],rw,Table1[Credit]))),
    CHOOSE(SEQUENCE(,3), Narrations, Debits, Credits)
)

  

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