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How To Analyze Bank Statements Fast With Pivot Tables - Calculated Fields, Custom Form

Excel Campus - Jon 100 views

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Sorry but this is not practical as bank statements are very different to what you created This is more like cash book
Comment from : @mirrorreflection3479

Hey Jon, I really enjoyed your explanation I just subscribed 😃brOne question: What I would like to do is compare bank statement to Quickbook transactions Can I do it using this?brThis only showed the debits and credits for one statement
Comment from : @jacobmor8005

I'm a complete noob with excel! I spent ages searching for what I wanted to do with my data and stumbled across your video which is EXACTLY what I was looking for Thank you v much! 😁
Comment from : @thesillystar

man I failed an interview because I couldnt do this lol I have another one coming up with this task Won''t mess it up
Comment from : @RR-et6zp

❤❤❤
Comment from : @chitrasubramanian4505

My dataset has a single column for amount, all with positive values and another column with a debit/credit identifier Can I reference the debit/credit column to determine the signage of the value in the amount column in a newly created "net amount" column?
Comment from : @Em-Bee

Great video Jon!
Comment from : @HowToAnalyst

Super helpful! Thank you so much <3
Comment from : @adrianaakiona745

Would it be possible to add bank fees as well?brbrSo lets say there are the credits, debits and bank fees (Usually under $30 as am example) ia there a way to add a separate column for this?
Comment from : @p1trickcdn

nice calm demeanor
Comment from : @database_tips_tricks

Hi Jon, I was searching for videos on pivot table and stumbled upon your videos I saw all three parts and the reason I wanted to learn pivot was to analyze credit card statement And to my surprise this video popped up after all three pivot videos Your videos are simple, to the point and very informative Sincere thanks for sharing your knowledge Cheers from Dubai
Comment from : @hometv833

Great ❤️🙏👍 thanks be sir 🙏
Comment from : @TVSCDN

Hi Jon, a quick question- can we use some automation to categorize the statement using the transaction reference so that if I add my bank statement dump every month, i will just need to copy the formula and my pivot will be updated This way, I will be saving my time categorizing the transactions You help would be appreciated Thanks
Comment from : @garvit1770

Famustoolz on Instagram is just too intelligent he does this editing so neat, thank you so much famustoolz
Comment from : @famustoolzonig6755

Hey John I am working on my bank data Placed it into subcategories and done subtotals for each category What I am stumped on is how to represent the subtotals as part of a set value for my budget If the 5200 is not on the bank data how do I add this value so I can do calculations egmy budget is 5200 per month cat 1 is 10 of the 5200 brAlso need to calculate each month my total expenditure, have I gone over my budget amount (5200 ) Basically an over and under this would be a great video if you could provide it
Comment from : @mmacdog5113

Amazing Jon, love your tutorials
Comment from : @nadermounir8228

Thanks Jon Always good to practice these concepts with Pivot Tables Thanks for sharing :)) Thumbs up!!
Comment from : @wayneedmondson1065

very helpful
Comment from : @kaigawanaswa1684

Thanks for the video To take this idea to the next level, I would incorporate Power Query so data can be refreshed by saving over the original downloaded report
Comment from : @sideshowbobby71

What about if I need a running total? is there way to do it please?
Comment from : @zuhairalmutawa9941

Congratulations, very good !
Comment from : @viniciusdias5478

I use pivot table and i have noticed you could do that before nice tip,brOne question, how d o you draw that orange square around areas??
Comment from : @gigiwan3335

Thank you sir, very helpful
Comment from : @scotolivera8207

Hi Sir Jon thankful that I found you here in yt I learned a lot from your channel as in a lot 😊🙂 continue to share your expertise, you’re such a generous man God bless you!
Comment from : @iamdonna5918

Great Tips as usual
Comment from : @zuhairalmutawa9941

Hi Sir, Two important variables missing here is the Opening balance and the running total which are very much part of the bank statement
Comment from : @mohammedifthekar235

Perfect timing of video here in India because our financial year ended on March 31 And we all have to reconcile our bank account statements You showed the easy way Thank you 🙏
Comment from : @bkhudkhudia

Kindly show the fields names clearly
Comment from : @thilagavathi7230

thank you learn excel from you everyday
Comment from : @hsugigi175

Thanx brotherbrJust an hour before i was thinking to see how to add columns after creating pivot table, and here you are 👍👍
Comment from : @sabirmd5942

Thank you for the advice Jon
Comment from : @markpodesta4605

Thanks John Very Helpful!! : ) : )
Comment from : @johnborg5419

Nice video and good informationbrbrbrWhat can we do if there are two different types of data one for a credit card and other for a checking/ savings account? I mean the headers are different and are in different columns eg the description or amount of the credit card download is in column D and E and in the checking/saving account download it is in F and G column How can we combine the two different downloads to calculate our income and expenses?
Comment from : @Apollanthony

Great Tips On How To Analyze/Summarize Using Pivot TablesThank You Jon :)
Comment from : @darrylmorgan

The only thing I would suggest is when you introduce what you are doing, have an upbeat Flash intro with some upbeat music so people can get hype for what you were about to teach them But also keep the ending flash one that you have
Comment from : @LOLRussell