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Downloading Credit card statements from the web

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    Question Downloading Credit card statements from the web

    I am trying to find a more time-saving way to download my credit card statements from the web. Presently, I have to download and convert each statement as a .CSV file and then convert it to an .XLSM file before lumping them all into one "annual" file. Here’s what I am hoping can be my situation. (in a perfect world?) Example: Assume I have 4 statement files A (20 rows), B (10 rows), C (15 rows) and D (5 rows) that are on the web as successive monthly statements (I used letters to make it easier for me to try and describe what I was hoping to find. (Emphasis on hoping)

    I download A to a file that I will call ALL.csv (on my computer) and I now have the first 20 rows of ALL.csv filled. Then I download B and what I am hoping is that I can simply add it to ALL.csv so that I now have 30 rows in ALL.csv. I then download C and add it to ALL.csv during the download so that ALL.csv now has 45 rows in it. Lastly, I download D to ALL.csv so that ALL.csv now has 50 rows in it. When I am finished with A, B, C, and D (statements), I have a file, ALL.csv with all of the data from A, B, C, and D (statements) and I can then convert the file ALL.csv to a .xlsm file and end up with one file that I can process further.

    I am not sure if this is possible unless there is some way to Save each of the statement files on the web to the last line of a previous file. Right now, I can select one of the statement files, e.g., A and download it. During the download process, I have to specify a file name for the download of A as A does not really exist on the web as a .CSV file. It is simply a collection of entries for the statement I am trying to download. The download doesn’t really become a .CSV file until I specify that is the type of download that I want. The process then produces a generic download file that isn’t really named until I Save it to my computer.

    I do hope I am making my self clear as the download itself is not really a complex process – explaining it is. So I need to know if what I am hoping to do is possible. Thanks folks.

    Ron M

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    Forum Moderator AliGW's Avatar
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    Re: Downloading Credit card statements from the web

    Have a look at PowerQuery (Get & Transform on the Data ribbon in MS365):

    https://docs.microsoft.com/en-us/pow...bine-files-csv

    https://www.thebiccountant.com/2020/...-and-power-bi/

    https://docs.microsoft.com/en-us/pow...ectors/textcsv
    Last edited by AliGW; 11-28-2021 at 06:50 AM.
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    Re: Downloading Credit card statements from the web

    Please let us know if this has helped.

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

    Also, if you have not already done so, you may not be aware that you can thank those who have helped you by clicking the small star icon located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of all those who offered help.

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    Re: Downloading Credit card statements from the web

    AliGW, thanks for the references for PowerQuery. This is a part of Excel that I am not familiar with. Maybe I should be. I am afraid that your reference (Get & Transform on the Data ribbon in MS365) has no meaning for me in the context of PowerQuery. I will have a look at PowerQuery to see how it might be applicable to my problem, but first I definitely have to do a little learning.

    WesternGuy

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    Forum Moderator AliGW's Avatar
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    Re: Downloading Credit card statements from the web

    Get & Transform on the Data ribbon IS PowerQuery.

    Give it a shot and shout if you get unstuck. It's a journey worth taking.

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