Sorry, very sorry, but I can’t figure out the help pages for either pivot tables or filtering.
I have a downloaded csv from the bank of all transactions in that account for FY 21-22.
I just want to extract all inward taxable income and all outward tax deductables.
Like there’s only a couple of sources of inward taxable but the actual inward transactions often come with extra detail that makes the whole text string unique. Giving rise, maybe, to that ‘new column for each transaction’ thing that made it useless.
There’s a few more tax deductable ‘places’, businesses but still not so very many and their detail names tend to be exactly the same every time. Tend to be.
My pivot table attempts just give me a new column for every single transaction - i get over 300 columns.
The pivot instructions don’t even make clear to me if I should label the columns, put a name at the head of each. New row and names. As the csv comes down there’s no names, no column headings, the columns simply are what they are: date, amount, detail, balance.
I tried with and without. Couldn’t get usable result.
I thought maybe I can just filter the two columns: detail and amount, on a value from detail - some text - and then I’ll get that listed. But I can’t find a way to make that happen either.
I’m sure it’s doing of course. I’m sure it is childishly easy. But this child can’t do it. Can anyone, would anyone, help?