Analyzing Bank Statements with Pivot Tables

  • Thread starter Thread starter Sleuth
  • Start date Start date
S

Sleuth

I would like to perform analysis of a several years of bank statements. I
wish to be able to identify the main source of deposits and the main
recipient of funds plus identify any trends that exist when monies come in as
to who it then is sent to. I tried creating a pivot table but it only counts
the number of credits and debits whereas I would like that plus be able to
see dollar amounts. The trend thing really has me stumped. I don't think that
is possible
 
Change the function from Count to Sum. Right-Click on the column of numbers,
and it will give you an option to change. The specific instructions will
depend on what version of Excel you are using.

Regards,
Fred.
 
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