A step-by-step walkthrough that teaches you how to automate bank reconciliation in Excel with VBA. No coding experience needed. Works with any bank export format. Save 3–5 hours every month.
Watch over my shoulder as I build the reconciliation macro from scratch. Every step explained in plain English.
Copy-paste the finished macro into your own workbook. Works with Excel 2016, 2019, 2021, and Microsoft 365.
The template auto-detects columns from your bank's CSV export — Chase, Wells Fargo, BofA, or any other institution.
You don't need to know VBA. The video shows you exactly where to click, what to paste, and how to run it.
We know the pain of month-end reconciliation because we've lived it. This course distills years of Excel automation into 15 focused minutes.
Get the Bundle — $29Instant download after checkout — real .bas files, no waiting for email delivery.
Not at all. The video walks you through every click. You'll copy-paste the template — no writing code from scratch.
Yes. The macro handles standard CSV exports from any bank, credit union, or financial institution. If your bank lets you download transactions as a CSV or Excel file, you're covered.
Any desktop version of Excel that supports VBA — that's Excel 2016, 2019, 2021, or Microsoft 365 on Windows or Mac.
About 15 minutes to watch the course and paste the template. After that, each reconciliation takes seconds instead of hours.
If the course doesn't save you time, reach out within 30 days and we'll refund your purchase — no questions asked.