📅 2025-06-25 — Session: Compiled Financial Data from 2021 to 2024
🕒 17:40–17:50
🏷️ Labels: CSV, Financial Data, Accounting, Data Compilation, Excel
📂 Project: Accounting
⭐ Priority: MEDIUM
Session Goal
The session aimed to compile and organize financial data from 2021 to 2024 into a cohesive format for further analysis and reporting.
Key Activities
- Accessed and reviewed CSV files containing account transactions for the years 2021 to 2024.
- Evaluated the data structure and consistency across different years.
- Provided guidance on consolidating these datasets into a single Excel file for better data management and analysis.
Achievements
- Successfully gathered and reviewed CSV data for each year from 2021 to 2024.
- Identified the need for a unified Excel file to streamline data analysis and reporting.
Pending Tasks
- Consolidate the reviewed CSV data into a single Excel file for comprehensive analysis.
- Consider integrating 2020 data for a complete financial overview if necessary.