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BPI2CSV in Chrome with OffiDocs

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DESCRIPTION


Having a Comma-Separated Values version of your bank account statements allows you to categorize income and expenses.

You may have received a report from your credit card company where payments you've made are categorized by type--food, entertainment, transport, etc.

Credit card companies can do this because they know what their merchants do.

A bank can't do the same thing with debits in a savings or checking account because they don't know the people and companies you deal with.

But you do and so it's easy to add a column to the CSV once it's in a spreadsheet to describe the type of transaction.

You can then make a Pivot Table of Debits and Credits against this description and, voilà, an up-to-date summary of where your money comes from and how you spent it.

Additional Information:


- Offered by Deo
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