Combine bank statement entries

[Jeremy1565]

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 combine all the debit/credit in a column with all other entries that have the same narration.

This is an example of what the data looks like

This is an example of what I want to be able to do

Thanks for any help!

[#2]

Hi @Jeremy1565 

A classic PivotTable does it easily (avail. in attachement). Otherwise...

With Power Query, Group by [Narration] and do an aggregate Sum or [Debit] and an aggregate Sum of [Credit]:

Sample attached

[#3]

@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)
)