Convert a bank statement to Excel

The workbook has two sheets. Transactions holds one row per movement. Summary holds the bank, the period, the opening and closing balances, and whether the check passed.

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What the workbook contains

  1. Transaction amounts are numeric cells, not text, so you can sum them.

  2. Dates are real Excel dates, not strings.

  3. The Summary sheet repeats the reconcile status: pass, fail, or unverifiable.

  4. Chase files include the printed running balance. Bank of America and Wells Fargo files include the balance after each day that the statement prints.

Synthetic Excel workbook preview with a Transactions sheet and a Summary sheet. Not a real statement.
Synthetic sample. Not a real bank statement.

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