Compiled multi-year financial data into Excel format

• Day: 2025-06-25
• Time: 17:35 to 17:45
• Project: Accounting
• Workspace: WP 2: Operational
• Status: In Progress
• Priority: MEDIUM
• Assignee: Matías Nehuen Iglesias
• Tags: CSV, Excel, Financial Data, Accounting, Data Compilation

Description

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.

Evidence

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