1. Open file on Peter's OneDrive > Sylvia > Finances > 2016 > Sylvia Finances 2016.xlsx
2. Login to Chase
3. Download statements for following accounts. Save the statements in the Finances > 2016 folder
- Checking 9727
- Credit Card 9294
- Credit Card 3837
- Business Saving 5976
4. Update appropriate sheet in Excel to paste the transaction data
5. Use formulas to copy the monthly data from each account to the Income and Expenses sheet
6. Review the profit and loss for the month on the Business Summary sheet
