Spreadsheet Troubleshooting
22 guides. Each one lists the official pages it was checked against.
How to Preserve Leading Zeros in Bank Statement Numbers in Excel
Stop Excel from dropping leading zeros in bank check numbers, UK sort codes, and routing codes. Includes working formulas, Text Import steps, and recovery limitations.
How to Fix Bank Statement Date Formats in Excel (DD/MM vs MM/DD)
Resolve Excel date confusion in international bank statements. Covers UK/AU DD/MM/YYYY, US MM/DD/YYYY, Canadian date variations, and silent date flipping fixes.
Why Bank Statement Amounts Sum to Zero in Excel (And How to Fix It)
Fix bank statement numbers stored as text in Excel where =SUM() returns 0. Covers non-breaking spaces (CHAR(160)), trailing minus signs, CLEAN limitations, and 4 working fixes.
How to Check a Converted Bank Statement Against Its Totals in Excel
Check that the rows in a converted bank or credit card statement add up to its printed balances: formulas for totals, a running-balance check, duplicate flags, and what a difference tells you.
Highlight Large Bank Transactions in Excel with Conditional Formatting
Flag bank transactions above a threshold in Excel using the built-in Greater Than rule or a formula-based conditional formatting rule, with a worked example.
Fix Garbled Characters (£, €, é) When Opening a Bank CSV in Excel
If accented letters or currency symbols look wrong in a bank CSV opened in Excel, import the file and set File origin to match its character set. Steps and limits.
PivotTable for Bank Transactions: Spending by Month and Category
Summarise bank statement transactions by month and category with an Excel PivotTable: source layout, field areas, default Sum behaviour and date grouping.
Sort and Filter Bank Statement Transactions in Excel
Sort a transaction list by date and amount and filter by keyword in Excel, plus the documented problems with dates or numbers stored as text and leading spaces.
Clean Bank Statement Descriptions in Excel with TRIM and CLEAN
Remove extra spaces and nonprinting characters from bank transaction descriptions with TRIM and CLEAN, and what these functions leave behind, such as character 160.
Split a Combined Date and Description Cell in Google Sheets
Separate a bank statement cell that holds a date and a description with the SPLIT function or the Split text to columns feature in Google Sheets, with a worked example.
Total Spending per Category in Google Sheets with SUMIFS
Add a category column to your bank transactions in Google Sheets and use SUMIFS to total spending per category, with a worked example and a two-condition variant.
Clean a Bank Statement CSV in Excel with Power Query
Use Power Query in Excel to remove junk header rows, drop blank rows and set column data types on a bank statement CSV, with the steps Microsoft documents.
Total Deposits and Withdrawals by Month with SUMIFS in Excel
Sum bank statement deposits and withdrawals per month using SUMIFS with date criteria built from a month-start cell, DATE and EOMONTH, with a worked example.
Add a Category Drop-Down to Bank Transactions in Excel
Use Excel Data Validation to give each bank transaction a category drop-down list, with an error alert that stops typos from breaking your category totals.
Format Bank Transactions as an Excel Table: Totals and Names
Convert a bank transaction range into an Excel Table, add a total row, and use structured references like Transactions[Amount] in your formulas.
Freeze Panes to Keep Headers Visible in a Long Statement Sheet
Keep the Date, Description and Amount headers in view while scrolling a long bank transaction sheet, using Freeze Panes and the rule for choosing the cell.
SUBTOTAL vs SUM for Filtered Bank Transactions in Excel
Use SUBTOTAL with function number 9 or 109 so a total follows your filter by category, and see how it differs from SUM, with a worked synthetic example.
Split Pasted Bank Statement Text into Columns in Excel
Use the Excel Convert Text to Columns wizard to split pasted bank statement text into date, description and amount columns by choosing the right delimiter.
Weekday vs Weekend Spending in Excel with WEEKDAY and SUMIFS
Use the WEEKDAY function and a helper column to split bank statement spending into weekday and weekend totals in Excel, with SUMIFS and SUMPRODUCT examples.
Categorize Bank Transactions with XLOOKUP in Excel
Map merchant names to spending categories with XLOOKUP and a small lookup table, using the if_not_found argument to flag anything the table does not cover.
Summarise a Bank Statement with a Google Sheets Pivot Table
Build a Google Sheets pivot table from bank transactions to total spending per category, then sort, filter and group the results, with a worked example.
Filter and Group Bank Transactions in Google Sheets with QUERY
Use the Google Sheets QUERY function to filter bank transactions with where and total them per category with group by, using a worked example with checked totals.