Analysing multiple bank accounts


Multiple files containing transactions for one or more separate bank accounts can be analysed in a single click using DropToExcel. Key sections of the summary output can be separated to ensure that the analysis of each account is a comprehensive representation of the data.

The sections that can be separated for maximum user insight are:
– Duplicate or unique transactions
– Intra account holder transactions
– Recurring or reversed transactions

The following sections are combined together to show an overall picture:
– Monthly summary showing credits, debits and account balance
– Average available balance after applying user specified exchange rate (if applicable)