A PRACTICAL REFERENCE

Make the next
step a little clearer.

A few focused guides to cleaning, comparing and preparing data for the next step.

Compare two spreadsheets when rows have moved

Use a stable record ID to distinguish a real change from an export that has simply been sorted differently.

Postcodes, order numbers and account references can look numeric while functioning as text. Preserve them as identifiers throughout the workflow.

Start with a searchable PDF, keep the original nearby, and check the extracted transactions before using the spreadsheet.

Put dates and signed transaction amounts in a consistent file, then review the field mapping and date format in your destination account.

A balance check is a useful way to find errors in a transaction table. It is one check in a review, not a certificate of accuracy.

A useful weekly review starts with the obligations you can see. Record due dates, track regular costs and give each next step a clear home.

Reduce routine chasing by giving requests, project tasks and decisions one clear place to live.