Monarch Exercise 39 - Bank Statement Analysis

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Exercise Info

• Application (Classic vs Data Prep Studio): Data Prep Studio
  
• Level of Difficulty (Beginner, Intermediate, Advanced): Beginner
• Skills/Features Tested:  Append, Formula Fields, Filter, GroupBy, Analyze
  
• Systems of Record: Not Applicable
  
• Estimated Time to Solve: 15 mins
• Exercise files required are attached Below;
  
  • American Express Invoice 4-29-2023.pdf
  • BB&T Bank Statement.pdf
  • Chase Bank Statement.pdf
  • TD Bank Statement.pdf

Exercise Overview

You are a Forensic Accountant and your customer has asked you to gather data from bank statements to answer the following questions:

1. What was the total activity across the 4 bank statements?
2. What was the total activity for all line items that contain the word 'Deposit'
3. What was the total activity for Google?

Answer

• Please upload your answers below in the comment section for the exercise
• A Video Answer to the question will be published within 7-10 days on the Monarch Succcess Plan page in the 'Monarch Exercises' section.

Multiple Bank Statements - Monarch Demo.zip