Forum Discussion
Spreadsheet to make my transactions easier to share with my accountant
Hello, I am trying to create a spreadsheet to make my transactions easier to share with my accountant. My process is to: I upload my csv credit card statements, bank statements, etc... to a...
I have used PowerQuery for splitting the CSV files into separate tables as well as filtering and sorting. Otherwise XLOOKUP to categorise items and FILTER and SORTBY to group and reorder them.
- Thanks, Sorry I am a noob and don't understand.
sean74 Power Query is a way to on demand split csv data into columns.
The attached model makes it every calculation using a custom function named splitCSV.
splitCSV([delimiter - default ,], [if blank], upper left cell, [column number])
It is not all to easy for a beginner but a model to start playing with.
Use sheet1 and paste data in column a.
Change column number in eg b6, c6 to get your choice.
XLOOKUP is a way to pull the transaction type and category.
Thanks for the info....I will work with it to see if I can figure it out. bosinander
