This tutorial shows a powerful and helpful feature in Excel Power Query. Here's the url that I used in the video demo to link up the data set. https://www.exchangerates.org.uk/USD-GBP-exchange-rate-history.html
This tutorial introduces Money in Excel to see if it's a good option for you. Microsoft uses Plaid as a 3rd party company that imports and allows syncing of your financial transactions into Excel. Here is the FAQ for Money in Excel. https://support.microsoft.com/en-us/office/money-in-excel-faq-1cf6f49a-cb01-48c2-ac39-cda12a585c4a?ui=en-us&rs=en-us&ad=us#bkmk_whatisplaid Here is the Money in Excel Microsoft Premium Template - https://templates.office.com/en-us/money-in-excel-tm77948210
This is my favorite Excel template that I am proud to say has helped 1000s of people with their personal budget. The mission of the workbook is to give people an easy way to track the monthly expenses and income and then see the year end summary. You can download a copy of from my Etsy store here https://www.etsy.com/listing/1089584922/income-and-expense-tracker-excel. I hope you enjoy.
This video will show you how to create a Power Query reports from your source data. It will separate the file types based on using a delimeter.
In this lesson I will show you how to merge two tables. The first table contains Purchase Order numbers. The second table contains the invoice numbers that were applied to the original purchase orders.