Bank Statement Analyzer : Review & Feature, Fix or Focus Request [Gold & Silver]
Hello Members,
The training we have for this week that I have shared with you was about Amazing Bank Statement Analyzer. If you have not seen it yet, you can view it right here on YouTube.
Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.
So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?
Please comment your ideas and feedback to any of these below and I will do my best to not only create an updated workbook, but release a private training video next Monday, right here on Patreon.
I am looking forward to hearing from you and thanks so much for your support.
Regards,
Randy
Comments (7)
I like this idea - can a similar process be used for investment statements, i.e., for stock/mutual funds/insurance with stock backing? Every year, I struggle going through investment statements to categorize the investment, identify market segments to see if overinvested in consumer goods, tech, finance, etc. If I could extract/download my monthly statements to a folder and have this process categorized by date, value per date, shares per date, industry, category, buy, sale, dividend reinvested shares, etc., this would greatly simplify tax preparations.
Hi and thanks. Yes for sure. I already have that in my AI Data Analyst, which is exactly why i created this product. You can find all of the details here https://www.excelforfreelancers.com/sp/ai-data-analyst/ I hope this helps and thanks so much.
One thing that comeback to mindre is if you in the patreon edition could include your prompt for midjourney. That would be Nice for every patreon edition.
Hi Peter, thanks for the nice idea. I will certainly keep that in mind, since i do sometimes create backgrounds using Midjourney, and I will try to share that in the Patreon update as well. Much appreciated
That’s a great application needed more help with a custom build how do I connect with you
This is a fantastic application. I'm wondering if it is possible to modify it to accommodate a bank transaction download list? These typically are either .csv or .xlxs files.
Hi and thanks so much. Its a nice idea, and yes, I will make the updated to accommodate these additional formats in the update on Monday. Thanks again Richard