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In this week’s training, I will show you how to sync both your bank and credit card accounts with Excel

𝗗𝗢𝗪𝗡𝗟𝗢𝗔𝗗 𝗧𝗛𝗜𝗦 𝗪𝗘𝗘𝗞'𝗦 𝗪𝗢𝗥𝗞𝗕𝗢𝗢𝗞 𝗧𝗘𝗠𝗣𝗟𝗔𝗧𝗘 𝗛𝗘𝗥𝗘:
USING YOUR EMAIL: http://bit.ly/BankSyn_WkbkDl


GET AN UPDATED TRAINING AND TEMPLATE WITH THE FOLLOWING FEATURES:
• Created Updated Banking Transactions

FIND THIS UPDATE ON PATREON HERE: https://www.patreon.com/posts/bank-sync-update-66191469


TIMESTAMPS:
0:00 – Introduction
0:32 – Overview
24:58 – List All Sheets
29:39 – Named Ranges Detail
31:39 – Get Unique Categories
44:34 – Change Event Worksheet
46:52 – Filter Transaction
59:33 – Clear Transaction
1:02:49 – Selection Change Event Worksheet
1:04:14 – Load Transaction
1:08:48 – Update Transaction
1:12:17 – Update Account Data


#BankSyncManager #BankAccountManagement #ExpenseTracking #ExcelFunctions