Excel bank statement account coder

My respondents need to access a excel data which is a years worth of personal bank data, thay have on hand already. This data needs to be imported in to an excel work sheet and automatically have each transaction coded. They will need to see only the unique transactions and then enter the appropriate account code next to each unique transaction. Then the sheet needs to keep an account key so only new unique code are enquired about on next sheet download. Then it needs sum each account code though the year, in to weekly, monthly and year totals throughout the year. Then compare the same week, month and year data across the years. 1. It must work easily with both Mac and Microsoft PC OS, With on sheet instructions. And for both checking and Visa accounts downloads. 2. Space for Brandname with password protection. 3. Protected cells except, where data entry is required. 4. A button to have excel sheet send only the coded data i.e account coded summaries, automatically, to a stated email address.