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…

You will need the five Excel bank statements from the pre-training for this session, which can be found using the following link:

Example Bank Statements