Done it! Great, simple and very clean.
Thank you all and happy new year.
Ataru


Dave F wrote:
Well, as I said, stuff like the Year and Month can be extracted from the date
you download from the bank.

If the date appears in A2, then =YEAR(A2) extracts the year and =MONTH(A2)
extracts the month.

Dave

--
Brevity is the soul of wit.


" wrote:

Thank you Dave.
If I understand correctly I should have all the data in a single page
instead of having them divided on 12 pages/months.
Then I can select the month isolating it in the pivot.

That is clean and nice...do you think my secretary will argue that she
has to write again and again the year and the month for each
transaction? Is there a way around it?
Ataru


Dave F wrote:
This is the way I organize my bank transactions.

I have a "transactions" tab with the following columns, left to right:

Account name|Year|Month|Date|Description|Category|Dollar amount

I run pivot tables off that (very long) table as needed. Since I have both
the account name and Year & Month columns it is easy enough to isolate one
account's transactions in June of 2006 by using that constraint in a pivot
table.

It's easy to navigate.

The data I download from the banks is the Date, Description, and Dollar
amount. The other data are automatically populated via formulas, i.e.,
=YEAR(D2) returns the year in the date data, etc.

Dave
--
Brevity is the soul of wit.


" wrote:

Hello!
I have one sheet per month collecting data from different bank accounts
and that equals to 12 sheets.
For each month I have 3 pivot collecting and showing data each of them
in a different sheet equal to 36 sheets in total.
The problem is that it is hard to navigate those pages using the tabs
under the sheet.

I tried to simplify it reducing the number of pages: I have put the 3
pivot directly on the month page, just right of the bank account data.
In this case I have a problem because when I select a bank row to copy
it I also select the pivot data and that is not what I want.

So, the question is: how to make it easy? I'd like to reduce the number
of pages having each month data and pivots on the same page or....?
I saw people having a universe in a single page but how to navigate it?
Tks,
Ataru