Assist Pro+ · Accounting
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Tool guide
Combine debit and credit columns
A financial export separates debits and credits and you need a consistent amount column.
What it solves
Use this when…
A financial export separates debits and credits and you need a consistent amount column.
Expected result: One signed amount column that can be filtered, pivoted or reviewed.
How to use
Follow these steps
Try the action on a copy of your workbook first.
1
Confirm the sign convention
Agree which side becomes positive for the intended report.
2
Select the right columns
Exclude totals and check blanks, zeros and text amounts.
3
Run and reconcile
Compare the new amount total with the original debit and credit totals.
Before you finish
Check the output
Confirm the result against the source and keep your own judgement in the loop.
Unexpected input format
Check headings, selected ranges and text/number formats before running. Work on a copy for consequential changes.
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