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Barbara Steinberg demonstrates how to convert a bank statement into an error-free Excel worksheet using Tia Solutions' financial investigation toolkit and financial analysis toolbar. The process involves three steps. Step one is gridding the data: she scrolls through the statement, selecting pages with transactions by drawing a box around them, which adds row and column dividers. If there are extra dividers, she uses the column delete tool to remove them. This process continues as she captures transactions from each page of the bank statement until all desired transactions are included in the converted file.