How to import downloaded credit card transactions into a Numbers Spreadsheet
I know that the easy way is to just download a csv file from the bank, double click it, and there you are. We've just been hit with the dreaded paperless banking though, so we no longer get a statement we can scribble on so that we can decide how much each of us needs to pay.
So, every month I am downloading the current period's transactions, formatting the columns appropriately so that it can be sorted into date sequence, adding an extra column so that we can add the responsible party's name, then adding additional rows so that it will produce totals for each person (sumif). So, an hours work or more before we can start putting our names against the appropriate transactions
I'm thinking that there ought to be a way to use the formatting that I already have, e.g. using a template. The only way I know of getting a csv file into a spreadsheet is to double click it and create a new spreadsheet so how would I import the data. It's a different number of transactions each month though so how would that work?
Can anyone help or point me to something similar?
iMac 27″, macOS 10.15
