The overall aim of the Financial Analysis Toolbar is to be able to merge different bank statements and analyse the multiple bank statements as a whole. This contains the following objectives: 

- To successfully merge 5 different bank statements into a master spreadsheet in Excel 
- To learn how to set up new rule files and batch rule files in pattern manager to categorise data 
- To practice using the easy pivot table feature to analyse data visually 
- To have a basic overview of the different quick reports available and an understanding on how to produce them 
- To learn how to match transactions and save time looking for trends within the data 
- To be able to calculate historical and adjusted inflation values with one click 
- To be able to convert currency with one click 
- To be able to redact/ permanently hide personal information within an Excel spreadsheet 

This session will guide you through the analytic tools available on the software

Financial Investigation Toolkit: Toolbar Training (session 2/2)

Question 1

What is the name of your organisation? 

The overall aim of the Investigation Toolkit is to successfully convert different bank statements into a consistent format in Excel. This contains the following objectives: 

- To understand and practise using the seven gridding steps on a variety of bank statements 
- To understand and practise using the 'Recognise Bank Statement' feature and save on conversion time 
- To be able to find out why errors occur in Excel and how to fix them
- To successfully upload a bank statement into Excel using the Data Loader feature

Training to get you up to speed on converting paper-based information into Microsoft Excel

Financial Investigator: Toolkit Training (session 1/2)

The overall aim of the Financial Analysis Toolbar is to be able to merge different bank statements and analyse the multiple bank statements as a whole. This contains the following objectives: 

- To successfully merge five  different bank statements into a master spreadsheet in Excel 
- To learn how to set up new rule files and batch rule files in pattern manager to categorise data 
- To practice using the easy pivot table feature to analyse data visually 
- To have a basic overview of the different quick reports available and an understanding of how to produce them 
- To learn how to match transactions and save time looking for trends within the data 
- To be able to calculate historical and adjusted inflation values with one click 
- To be able to convert currency with one click 
- To be able to redact/ permanently hide personal information within an Excel spreadsheet 
- To be able to analyse data visually and interactively using Power BI 

Exploring the Financial investigation toolbar + PowerBI

Financial Investigator: Toolbar with PowerBI Training (session 2/2)

The overall aim of the Investigation Toolkit is to successfully convert different bank statements into a consistent format in Excel. This contains the following objectives: 

- To understand and practise using the 7 gridding steps on a variety of bank statements 
- To understand and practise using the 'Recognise Bank Statement' feature and save on conversion time 
- To be able to find out why errors occur in Excel and how to fix them
- To successfully upload a bank statement into Excel using the Data Loader feature

Financial Investigation Toolkit: Toolkit Training (session 1/2) 

Altia 

Standard

VIEW_CONTACT_INFO

RESCHEDULE_BOOKING

CANCEL_BOOKING

COURSE_NOTIFICATIONS

EDIT_BOOKING_GUEST

EMAIL_BOOKING

RESEND_EMAILS

MANAGE_BUNDLE_BOOKINGS

MANAGE_PRIVATE_PAYMENTS

MANAGE_TICKET_TYPES

MANAGE_WAITING_LIST

USE_EARLY_ACCESS

USE_WIDGET_GIFT_CARDS

USE_ZOOM_INTEGRATION

USE_CALENDAR_INTEGRATION

USE_EXTERNAL_BOOKINGS

MANAGE_REVIEWS

REMOVE_REVIEWS

MANAGE_CUSTOMERS

FILTER_CUSTOMERS

DOWNLOAD_CUSTOMERS

MANAGE_INCOME

DOWNLOAD_INCOME

USE_DISCOUNTS

USE_SPECIFIC_DISCOUNTS

USE_WIDGET

CUSTOMIZE_WIDGET

USE_BULK_CHANGES

SHARE_CLASS

USE_RECURRING_CLASS_DATES

CREATE_UNLIMITED_POSTAGES

CREATE_STANDARD_LIMITED_POSTAGES

PRIVATE_TAG_CREATION

CREATE_SECOND_TUTOR

CREATE_LIMITED_TUTORS

CREATE_UNLIMITED_TUTORS

CUSTOM_CANCELLATION_POLICY

TIMETABLE_FILTER

TIMETABLE_BULK_ACTIONS

WIDGET_EMBED_BRANDING

AVAILABILITY_VIEW_APPOINTMENTS

LARGE_GROUP_ENQUIRE

ARCHIVE_SCHOOL

OPT_IN_2FA_SMS

DELETE_SCHOOL_ACCOUNT

CAN_ENABLE_WIDGET_ACCOUNT

CAN_ADD_DOMAIN_ON_STRIPE

Joined Altia as a Trainer in May 2023. Vanessa has around 25 years of experience in delivering, managing, and creating training across the globe.