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  #1  
Old 04-03-2017, 06:19 AM
cloughlin cloughlin is offline Importing visa statements into Excel Windows 10 Importing visa statements into Excel Office 2013
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Default 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
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Old 04-03-2017, 08:31 AM
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Pecoflyer Pecoflyer is offline Importing visa statements into Excel Windows 7 64bit Importing visa statements into Excel Office 2010 64bit
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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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Old 04-03-2017, 09:00 AM
cloughlin cloughlin is offline Importing visa statements into Excel Windows 10 Importing visa statements into Excel Office 2013
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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.

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Old 04-03-2017, 10:01 AM
gebobs gebobs is offline Importing visa statements into Excel Windows 7 64bit Importing visa statements into Excel Office 2010 64bit
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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.
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Old 04-03-2017, 10:20 AM
cloughlin cloughlin is offline Importing visa statements into Excel Windows 10 Importing visa statements into Excel Office 2013
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Importing visa statements into Excel
 
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ok,will try those suggestions.

Thank you
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