You can see your Transaction Overview in your account, but you can also download it to save it locally.
When you open the CSV file all the data is visible in the first column, but how can you format it? This article will show you step by step how to quickly create a clear document.
1. Start by downloading the CSV version of your Transaction Overview.
2. Open the CSV file in Excel, it will look like this.
3. Click on the "A" to select this entire column.
4. Then click on the "Data" button, now other buttons will appear. Then click on "Text to Columns"
5. A new screen will now come up, follow the steps this way:
5.1 Select the top option: "Delimited" and click the "Next" button.
5.2 De-select all "Delimiters" except "Comma", then click "Next".
5.3 Now select "General" and click on "Finish"
6. The window has now closed and the Excel file is visible again.
Now click on the "1" so that this entire line is selected.
7. Now click on "Filter", this button can also be found under "Data" which is still selected.
8. Now click the button next to "A" to select all surfaces.
9. Double-click on one of the dashes between the columns to give each column an appropriate width.
10. You have now successfully formatted the CSV file. Use the filter buttons at the top of each column to further filter and/or sort the data.
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