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  1. create a new module in the visual basic window, and paste the code. Make sure your transaction sheet is named "Sheet1" and your categories sheet is named "Sheet2" and run the macro. Try it in a new test workbook –

  2. Mar 15, 2024 · You can categorize expenses in Excel by setting up categories in one column and using functions like “VLOOKUP” or “INDEX” and “MATCH” to automatically assign transactions to these categories based on keywords or other criteria within your transaction data.

  3. Apr 30, 2024 · Method 1 – Convert Bank Statement Text from PDF to Excel. In this case, we have a bank statement for June’22 in PDF format. We’ll convert this bank statement into an Excel spreadsheet. Steps. Open a new workbook. Go to the Data tab. Click on the Get Data drop-down on the Get & Transform Data group. Go to the From File sub-menu.

  4. May 6, 2024 · Unleash the power of SAP with a comprehensive list of transaction codes in Excel… Boost efficiency, navigate like a pro, and master key functionalities. Download & explore — all within this...

  5. Automate various business processes that using Excel, Word, websites, Google Spreadsheet, Google Drive, and email. Using Activities to build RPA bots such as keystroke, folder/files, loop, if/else, email, Excel Automation, Word Automation, Google workspace, OCR, and error handling.

  6. May 21, 2024 · 2. What is the formula for reconciliation in Excel? There are three Excel functions for reconciliation, they are VLOOKUP, SUMIF, and COUNTIF functions. The VLOOKUP function can locate values in a database and provide the value based on the number of columns in that database.

  7. Sep 22, 2022 · You can accomplish this using Power Query, available in Windows Excel 2010+ and Excel 365 (Windows or Mac) To use Power Query. Select some cell in your Data Table; Data => Get&Transform => from Table/Range or from within sheet; When the PQ Editor opens: Home => Advanced Editor; Make note of the Table Name in Line 2

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