| | Formatting CSV bank statements |
| Resolution | Layout - Enter the headings, Date, Description and Amount into row 1.
- Ensure you put the information per transaction into the correct column.
- A payment shows as a negative, a receipt shows as a positive.
 Formatting your date - Select Column A and right click.
- Select Format cells and select the Number tab.
- Click Custom and select General.
- Enter dd/mm/yyyy or yyyy/mm/dd or mm/dd/yyyy depending on your setup.
- Click OK.
Separating the data onto multiple columns - Highlight the whole column and click Data.
- Select Text to Columns.
- Select Delimited and click Next.
- Delimiters are the characters separating the fields
- Select the delimiter separating the fields and click Next.
- For example, a comma or double apostrophe "
- A preview will display, click Finish.
- Remove any columns you don't need then click File.
- Select Save As and ensure you save the file as a comma delimited (CSV)
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