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How can I quickly categorise bank transactions using Excel?

  • Writer: David
    David
  • Jun 11, 2015
  • 1 min read

Updated: Nov 14, 2019


Data validation can be used to create a drop down box showing categories that can be easily allocated to individual transactions.

This can be useful when carrying out a bank statement reconciliation and isolating certain payments for investigation. Examples of possible categories include areas of business or geographical locations.

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