![]() ![]() You can also find data with filters and functions. It allows you to create formulas and functions that calculate amounts for you. Why Use Excel for Your Template?Įxcel is a fantastic tool for keeping financial records and has many advantages overall. Quick note: if you receive bank statements by email regularly, you can use Mailparser, the companion software to Docparser that focuses on extracting data from emails. And instead of creating a template from scratch, you can use a pre-built one – more on that further below. Uploading an Excel document that already contains that data will be much faster and easier than entering it manually.įor all these reasons, you should have an Excel template. Likewise, let’s say you want to analyze your transaction data with your software, but the data is locked within a PDF document or an image file. Imagine you want to analyze data for a long period of time – like a year, but it is scattered across a dozen documents with different structures. The last two points are particularly important. Upload your bank statement data to your accounting software.Analyze your bank statement data with Excel or Google Sheets.Prove that a transaction was made at a certain date.Find discrepancies and possible fraudulent transactions.Keep your monthly transactions organized and well presented.Well, there are various reasons you might want to use a bank statement template: So you might be wondering why one would use a bank statement template, especially since a template cannot serve as an official financial document. You may even download it directly from your bank’s client portal. Why Use a Bank Statement Excel Template?īanks typically issue a bank statement every month and will provide you with one whenever you request it. You will also find a link to download a free template to help track transactions faster and easier. This post will show you why you may need a bank statement template and what it should include. ![]() So if you are looking for a bank statement Excel template, you’ve come to the right place: we have a free template you can download and use. While you receive bank statements every month, you may want to keep your own statement for accounting and finance purposes. Tracking your transactions is essential to keep a clear picture of your business’ financial health. ![]()
0 Comments
Leave a Reply. |