Automation

Save time using Excel Templates to upload to your accounting software – Part B Using Autofilter for bank entries

So this post is the 2nd part of my recent post on how Excel can automate data entry to your accounting system.  See here for Part A.  This example concerns automating entries on your bank statement you can reliably identify.  In my case it was to record bank transfers from my cheque account to an interest

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Using Excel Templates to upload to an accounting software – Part A The Cash Book

I have been putting off blogging about this topic because it’s unwieldy to explain and involves work done many years ago that I would do better now.   I cringe a bit seeing an Offset formula now which I would only use these days as a last resort because it’s volatile.  But let’s see if it

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