📅 2025-06-25 — Session: Compiled multi-year financial data into Excel format
🕒 17:35–17:45
🏷️ Labels: CSV, Excel, Financial Data, Accounting, Data Compilation
📂 Project: Accounting
⭐ Priority: MEDIUM
Session Goal: The aim of this session was to compile and organize financial data from multiple years into a consolidated Excel file for comprehensive analysis.
Key Activities:
- Reviewed CSV files containing account transactions for the years 2021 to 2024, focusing on debts, payments, interest charges, and liquidations.
- Analyzed the provided Excel template for January to May 2020 to understand the required data organization format.
- Discussed the next steps for integrating CSV data from 2021 to 2024 into the Excel template.
Achievements:
- Successfully identified the structure and requirements for compiling multi-year financial data into a single Excel file.
- Clarified the process for converting CSV data into the Excel format, ensuring consistency across years.
Pending Tasks:
- Complete the integration of CSV data from 2021 to 2024 into the Excel template.
- Verify the accuracy and completeness of the compiled data.
- Consider additional data for the year 2020 if necessary.