This VBA Script takes .CSV files exported from online banking apps and creates a small budget table. The Script does not include validation checks (minus checking the report location is clear) as to make it incredibly simple to understand, customise and alter.
A Spreadsheet is also included which already contains the script and (with Macro's enabled) will run with Ctrl + b
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You can paste your statement into this sheet, or having this sheet open will make it accessible to other Excel windows
The Categories are Food, Amazon, Fun, Utility, Takeaway, Subscriptions, Misc.
At Line 41 add:
Range("J9").Select
ActiveCell.Formula = "NEWNAME"
Range("K9").Select
ActiveCell.Formula = "=SUMIF(D:D,""NEWNAME"",F:F)"
At Line 90 add:
If InStr(ActiveCell.Offset(0, 1).Value, "AS IT APPEARS IN YOUR STATEMENT") Then
ActiveCell.FormulaR1C1 = "NEWNAME"
End If