Published On Sep 28, 2022
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Are you spending hours every month reconciling your data in Excel?
There is a better way. In this video, I show you how to use Power Query to automatically reconcile your data, and save yourself hours of work each month.
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Table of Contents:
00:00 Reconciliations
00:06 Objectives
00:50 Overview
00:58 Step 1 - Cleared Checks
08:03 Step 2 - Outstanding Checks
09:06 Step 3 - Bank Charges
09:57 Step 4 - Deposits in Transit
13:00 Step 5 - Bank Additions
13:45 Step 6 - Retrieve Values
14:14 Refresh Future Periods
15:40 Summary Recap