| Calling all Excel bods 20:53 - Oct 14 with 1008 views | Rob88 |
I would like to create a macro that would import my bank statements into excel from csv files and format by bank statements and then update pivot charts.
csv files would be in a folder on the c drive.
Where does one start?
I’ve tried the available budgeting apps such as Emma, money dashboard and YOlT but they don’t report as I would like. |  | | |  |
| Calling all Excel bods on 21:11 - Oct 14 with 963 views | giant_stow |
I'm not an excel expert, but I would paste csv file into a macro excel file manually and then simply record macros as you manipulate the data. If you stuck to selecting full columns that should work. Also there are tons of ready written dynamic macros out there - you've just got to search using the right terms. Lastly, ask stokie! |  |
| |
| Calling all Excel bods on 21:43 - Oct 14 with 898 views | RAW |
| Calling all Excel bods on 21:11 - Oct 14 by giant_stow |
I'm not an excel expert, but I would paste csv file into a macro excel file manually and then simply record macros as you manipulate the data. If you stuck to selecting full columns that should work. Also there are tons of ready written dynamic macros out there - you've just got to search using the right terms. Lastly, ask stokie! |
Have you looked at JIOSOFT software. I export my bank and credit card statements as QIF files and then import them into JIOSOFT and use that to report on etc. It's a cheaper version of MS Money and Quicken.
However when I looked after accounts for a club they used Stripe for card payments but their data was a nightmare and I also couldn't export it to import into another app. So I had an Excel file with macros which tidied up the data and added extra fields with calculations. I would export out of Stripe as csv and copy and paste the records into my master Excel file and then run the macros from there. Probably not the most efficient process but it worked. | | | |
| Calling all Excel bods on 21:54 - Oct 14 with 875 views | Rob88 |
| Calling all Excel bods on 21:43 - Oct 14 by RAW |
Have you looked at JIOSOFT software. I export my bank and credit card statements as QIF files and then import them into JIOSOFT and use that to report on etc. It's a cheaper version of MS Money and Quicken.
However when I looked after accounts for a club they used Stripe for card payments but their data was a nightmare and I also couldn't export it to import into another app. So I had an Excel file with macros which tidied up the data and added extra fields with calculations. I would export out of Stripe as csv and copy and paste the records into my master Excel file and then run the macros from there. Probably not the most efficient process but it worked. |
I will take a look.
Thanks. | | | |
| Calling all Excel bods on 21:55 - Oct 14 with 873 views | Rob88 |
| Calling all Excel bods on 21:11 - Oct 14 by giant_stow |
I'm not an excel expert, but I would paste csv file into a macro excel file manually and then simply record macros as you manipulate the data. If you stuck to selecting full columns that should work. Also there are tons of ready written dynamic macros out there - you've just got to search using the right terms. Lastly, ask stokie! |
Yeah I tried using someone else’s work earlier with little success. | | | |
| |
By continuing to use the site, you agree to our use of cookies and to abide by our Terms and Conditions.
