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Barbara Steinberg demonstrates how to convert a bank statement into an error-free Excel worksheet using the Tia Solutions financial investigation toolkit and financial analysis toolbar. The process consists of three steps. First, she explains how to grid the data by scrolling through the statement and highlighting the areas with actual transactions. She uses her mouse to draw boxes around these transactions, which creates row and column dividers. She notes an extra column divider that she removes using the column delete tool. Steinberg continues this process for each page of the statement until all desired transactions are captured for conversion into the Excel file.
