📅 2025-06-25 — Session: Processed and Organized Financial CSV Data
🕒 17:30–17:35
🏷️ Labels: CSV, Financial Data, Excel, Data Processing, Accounting
📂 Project: Accounting
⭐ Priority: MEDIUM
Session Goal
The session aimed to process and organize financial data across multiple years into CSV formats, with options for further Excel consolidation.
Key Activities
- Exported financial records for debts and payments into CSV format, with an inquiry about exporting to Excel.
- Provided CSV data for new datasets, including original debts, payments, and interest charges, ready for import.
- Delivered CSV files for financial periods in 2023, 2022, 2021, and 2020, detailing debts, interests, and transactions.
- Posed questions regarding further data processing for 2021 and potential consolidation into Excel.
Achievements
- Successfully exported financial data into CSV formats for multiple years (2020-2023).
- Prepared data for potential import or further analysis.
Pending Tasks
- Decision needed on whether to consolidate all CSV data into a single Excel file for comprehensive analysis.
- Further processing of 2021 data and consideration of data from 2020 for additional insights.