Excel template to automatically clean & format Pocketsmith's transaction export

🎯Goal: reduce the time to build the transactions reports I share with my lenders.

✅Plan: create an excel template to automatically format the report from the Pocketsmith export file.

⏱️Time: 30min.

🗺️Context: 

I use 📱Pocketsmith to manage my personal finances. 

Sometimes, I borrow money from my girlfriend or my parents (they either transfer it to me or pay things on my behalf), and other times I lend them money. I track these transactions on an account (just like my checking account) with their name inside Pocketsmith.

Every month, I export these accounts' transactions to an Excel file, so we can check everything was recorded correctly, and to know how much to pay them.

I've been removing the irrelevant information and formatting these export files every time I send a report. Now, I wanted to automate it.

This is how the export file from Pocketsmith looks like:

Instead of manually removing the irrelevant columns and adding formatting, now I just have to copy and paste the data in this ⏬excel template, like this:

To automatically get this report below: 

Excel functions & features used:

1. Cell styles
2. Group rows and columns
3. IF
4. IFNA
5. INDEX
6. MATCH
7. ROWS