How to open BANK Statement CSV file in EXCEL #1

Learn how to track expenses in Microsoft Excel automatically by using simple formulas and functions that follows on from my previous expense tracking tutorials.

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This video will show you how to open your online bank statements in Microsoft Excel for any date range using the CSV file format. Once your bank transactions are in Microsoft Excel you can use all of the features of Microsoft Excel to organise your data anyway you like, including formulas like VLOOKUP and Pivot Tables.

LINKS
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Chapters:
00:00 Intro
00:30 How to download a CSV file from your online bank
01:49 How to open a CSV file in Excel
02:50 How to save a CSV file in Excel file format

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OTHER INFORMATION
Opening your bank statement in Microsoft Excel, is the first step to automatically tracking your income and expenses. By obtaining your data electronically you are potentially saving hours of time of writing down, avoiding duplicating data, and tracking receipts daily and gives you time back to focus on the important things in life without having to take your eye off your spending habits.

I created this step by step tutorial after being disappointed with the new tracking tool my bank offered. I was also nervous of uploading my personal bank transactions and details into the cloud application on their mobile phone when it could be hacked - not to mention the ongoing monthly fees.

#budgeting #personalfinance #excel