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Download bank statement to a template

  1. #1
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    Download bank statement to a template

    Hi,
    I would like to download my bank statement directly to a template. I can very easily download from the website to excel, but then I am stuck with a lot of time consuming formatting, sorting, summing, etc.

    I notice there are a lot of options from the Data>Get External Data tab. I am thinking this may be where my answer is but I'm not very familiar with these options.

    Thanks

  2. #2
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    Re: Download bank statement to a template

    What I do is download as you are doing, then copy the entries that I want to copy and paste special (values) directly into my formatted template.
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  3. #3
    Forum Expert Whizbang's Avatar
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    Re: Download bank statement to a template

    It depends on how the statement is set up. You should be able to work out a index/match or VBA solution.

    Do you mind uploading a dummy example of the bank statement (meaning no personal data)?

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