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Barbara Steinberg demonstrates converting 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, where she scrolls through the statement, identifies pages with transactions, and uses her mouse to draw boxes around them. This action creates row and column dividers for organization. If there are extra dividers, she utilizes the column delete tool to remove them. She continues to capture transactions from each page of the bank statement until all desired transactions are included in the converted file.
