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…
