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...
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