
Hello everyone
Please excuse me if this is posted in the wrong forum.
I am new to Power Query and require help on the following.
I have a PDF or CSV of a bank transaction listing and want to sort these transactions by date first, and then depending on the description of the transaction I want it to be placed in a pre-set column on the corresponding date line. For example, my bank transactions are:
31/1/24 Interest Received $300
15/1/24 Wages Received $5000
29/2/24 Interest Received $350
16/3/24 Wages Received $4600
31/3/24 Interest Received $500
| Date | Interest | Wages | Balance |
| 31/01/2024 | 300 | 300 | |
| 15/01/2024 | 5000 | 5300 | |
| 29/02/2024 | 350 | 5650 | |
| 16/03/2024 | 4600 | 10250 | |
| 31/03/2024 | 500 | 10750 | |
| TOTALS | 1150 | 9600 |
Obviously this would be a very basic transaction listing but I would like to learn how to do something like this for smaller repetitive and eventually move on to more complex ones.
If anyone could please share some guidance or nudge me into the right direction that would be appreciated.
Cheers!