populating categories from CSV bank file

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Posted on by Choppero

I am brand new to power query but not spread sheets. I would like to speed up my semiannual and annual sales tax and income tax. Previously I have a spread sheet with my income sources and business expenses across the top. And imported bank CSV file down the left side One at a time I copy and paste the dollars under the categories. For me as a small machine shop business this has been my way for the last 10 years.

Can I train my excel with power query to do this?

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ChuckNorris21 8 on at

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populating categories from CSV bank file

I often fail to do some things in Excel, but they actually turn out to be elementary. That's why I made it a rule to read bridgecrest reviews when I fail to do something. Try to find answers to your questions there too.