How to Combine Monthly Bank Statements in Excel

1. Prepare the source and scope

Import transactions.csv into a new worksheet with headers in row 1. Leave the source columns in their original order for the formulas below. Review the data dictionary before choosing the reporting period. Keep identifiers as text and convert numeric columns explicitly. Save a working copy so you can return to the original fixture.

2. Build the calculation

Filter source_month to July and August and save each subset separately. Import both files with Power Query, align column names, append them and retain source_month.

=COUNTA(A2:A13)

3. Reconcile and interpret the output

The expected check is combined unique transactions: 12 rows. The append contains twelve distinct transaction IDs. Reconcile monthly totals before accepting the combined table. If your result differs, inspect the selected rows, data types and date filters before changing the formula.

4. Adapt the workflow to a recurring report

Replace the sample with a copy of your own source, retaining the same column meanings and units. Extend bounded ranges to include new rows, refresh PivotTables where used, and compare the result to an independent source total. Record the reporting period and any exclusions beside the output. Do not append overlapping statement periods without checking stable transaction IDs.