#1
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Importing visa statements into Excel
Hi, can anyone tell me how to categorise / sort my visa bill once I have imported it into Excel. Thanks |
#2
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Hi
perhaps post a sample of what your data looks like after importing? ( just some mock up data will do but layout is important) Click Go advanced - Manage attachments
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#3
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Hi, thanks for replying, the statement has the usual field of date, posted date, description, amount. I want to have meaningful fields like "entertainment", "diesel", "household", etc. etc. can I create these fields and somehow import the info. I was hoping i wouldnt have to do it every time.
Thanks |
#4
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Lots of ways to skin that cat:
* Use the same sheet and merely append the new data each month. * Create a template. * Just use the website. Many credit card interfaces allow users to assign categories. |
#5
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ok,will try those suggestions.
Thank you |
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