Bank Statement Lesson 7: Combine Monthly Statements With Power Query

📎 This article includes 2 downloadable practice files ↓

📘 Bank Statement Automation Course · Lesson 7 of 8

Formulas are fine for one statement. For a monthly routine, Power Query does the cleaning once and repeats it forever.

Steps

1. Unzip the three CSVs into a folder, e.g. D:\Bank\Statements.
2. Data > Get Data > From File > From Folder > choose the folder > Combine & Transform.
3. Power Query appends all files. Remove the Source.Name column, or keep it to see which month a row came from.
4. Txn Date: right-click > Change Type > Using Locale > Date, English (India).
5. Withdrawal and Deposit: Change Type > Decimal Number. Replace errors with null.
6. Add Column > Custom: Amount = (if [Deposit] = null then 0 else [Deposit]) - (if [Withdrawal] = null then 0 else [Withdrawal]).
7. Close & Load to a Table.

Next month: drop the new CSV in the folder, Data > Refresh All. Done.

Check your result

The check workbook shows the row count and totals your combined table must have: 70 rows, and withdrawals and deposits that match the statements.

New to Power Query? Start with the Power Query Beginner Course.

Practice

Download the workbook below. The statement is made up but follows real Indian bank formats (NEFT, NACH, UPI narrations). The Check column turns green when your formula gives the right answer.