I simply cannot understand Pivot table help screens. I think I do but I fail to get the result I want.
I have a year’s worth of bank transactions in four columns: date, amount, balance, details.
I want to pivot it so’s all the amounts for the different main areas are listed in one column each.
So: Telstra, Rates, Petrol, Rents - like that.
Trouble is I only get columns for each different thing. Like ‘Telstra account 123’ will be in another column from ‘Telstra account 154’
And a ‘transfer from X for rent’ will be different to ‘transfer from Y for rent’ and so on.
I guess I need more control - or some control - over how I define the columns.
Could anyone help?
The main object is to extract the rent received figures to send them to the taxman. And tax deductable payment out.
How should a computer program categorize your data if the given categories ambiguous? Wild guessing that different names beginning with “Telstra” belong to one category? That would make the software unusable.