A repeatable Excel macro workflow can import a bank CSV, clean dates and amounts, normalize merchant names, apply categories, and output a transaction table.
Excel now supports IMPORTTEXT and IMPORTCSV functions that load external text and CSV files as dynamic arrays, making it ...
To import data from a Microsoft Forms PDF into Excel, you need to follow the methods mentioned below. Export directly from Microsoft Forms to Excel Use Excel’s Built-in “Get Data from PDF” Feature Use ...
Once data is loaded into Excel, Copilot allows users to ask questions in natural language instead of building new formulas.
Build a free 2026 Excel budget file with bank import and XLOOKUP categories, so you track spending and savings without manual typing.