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In this tutorial, 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 consists of three steps. Step one involves gridding the data by scrolling through the bank statement and drawing a box around the actual transactions. This action automatically creates row and column dividers. If any extra column dividers appear, they can be removed using the column delete tool. Barbara continues to capture the transactions from each page of the bank statement until all desired transactions are included in the converted file.
