Guide: Downloading, organizing, and sorting bank statement data | Scribe

    Guide: Downloading, organizing, and sorting bank statement data

    • Sarah Covell |
    • 0 step |
    • 3 minutes
    Navigate to the bank account you use for your business. Select the desired dates and download to a spreadsheet, .csv, or comma delimited format.
    Click "Download Account Activity"
    Select your desired date range.
    Click "Download"
    Open Google Drive
    Tip: My Preference is to have a main Tax folder, then subfolders for each tax year where you can save this information and anything else that applies to the year. Then you don't have to search as much when reviewing your business, or in preparing for tax time. If you have multiple businesses, have separate bank accounts and tracking sheets for each.
    Click "New, then "File Upload" to upload the file to Google Drive.
    Double-click the file to open it.
    Click here to open with Google Sheets.
    Select Row 1 and right click or Control click on it to bring up the menu.
    Select "Insert 1 row above". You will use this to create a header row.
    In this example, select Column C and hit delete to remove the unnecessary characters.
    Add column headers according to the order of the data (it's different for each bank). Here, I used "DATE, AMOUNT, CATEGORY, and TRANSACTION"
    Select Row 1, then click "View"
    Select Freeze then 1 row so column headings never move
    Select the top left (empty) cell to highlight the entire sheet.
    Click "Data", then "Sort Range"
    Click "Advanced range sorting options"
    Click here to use header row titles.
    Select "TRANSACTION".

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