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How do I know if a new template is required?
When you see data appearing in the wrong columns, a new template is required. Data appearing in the wrong columns means that there is a...
1 min read
General scanner tips
The first and most important step is to convert your paper statements into an electronic format (TIF or PDF). This will be used as input...
2 min read
Single condition summary using SUMIF
SUMIF can be used to summarise many transactions for a single condition. Here are some examples: - Show the total credits where the date...
1 min read
Multi-condition summary using SUMPRODUCT
SUMPRODUCT is a powerful formula that can be used to summarise transactions that satisfy many different conditions. Here are some...
1 min read
Date adjustments using DATE
Changing dates across many lines of transactions can be tiresome. To ensure that this process is fast and accurate, you should use the...
1 min read
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