A Template For Bank Statement Analysis
Hello,
I'm not a spreadsheet man. Word processing has always been more my bag.
I've got some years of bank and credit card statement data, from which I'd like to create some pie charts. This has me stumped.
I have the following data columns:
Date: DD/MM/YYYY
Payee: Text
Transaction type: Text (DD/SO/Transfer etc)
Cost centre code: Text
Amount in: Number
Amount out: Number
Can anybody please give me an idiot's step-by-step guide to create pie charts from these data, please?
I'd like to be able to create them by date (eg, monthly, quarterly, annually) and should I ever need to, by cost centre (less likely).
I just want to see on what I'm spending my money each period. Some totals in the pie chart would be useful (as, of course would be colour differentiation). And a total in vs total out would be an excellent bit of icing on the cake.
I hope this is simple enough for anybody who knows this sort of malarkey.
Thanks in advance.