Forum Discussion
HELP!! Stuck on INDEX/MATCH/IF Formula for Days!
Hi there! I've been trying to create a some-what dynamic Excel worksheet for my monthly expenses, so I can analyze data in real time. Just a small intro-- I have data imported from my bank s...
This is not a direct answer to your question; merely a thought prompted by the fact I was processing csv downloads from my bank last night in order to prepare a tax return.
I found that using Power Query to import (multiple) CSV files into a separate Excel file worked well and allowed quite fine control over the import process. I actually used a copy of last year's Excel file but changed the source to this year's CSV files. 'Refresh all' and I had output tables for income, interest on savings and for investment dividends.