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See Important Help Topic: How to copy data in Excel registers.) Copy the data to the first available row (starting from the top of the Register) that has no data in it and no data below it. (When copying data, you must use Copy and then Paste Special and then Values.
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Make sure that the file of the downloaded transactions and Georges Budget for Excel or Georges Excel Checkbook Register or Georges Excel Checkbook for Mac are opened in the same instance / session of Excel.
Also for transactions amounts, you need to make sure they are in correct format (positive and negative) when entered into the checkbook registers. Also, for the transactions amounts, the checkbook registers amounts are in one column only, so if your online bank download of your checking account transactions uses two columns for amounts, you have to merge those amounts into a single column. You need to verify that there are no duplicated transactions, that are already in the Registers.
Download the needed transactions from the online website into a format that can be opened by Excel such as comma separated values (csv).Follow these general guidelines to import transactions from online banking or another financial institution into a Register.Note: It is best to enter transactions in the Registers as they happen so that the Registers, reports and charts will have the most current data. Importing transactions into the Registers is done manually.Help Topic: Importing Transactions into Registers from Online Banking or another financial institution Downloading and importing transactions can save you time so you do not have to manually enter each bank transaction in a checkbook register.
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csv (comma separated values) file format which can be opened in Microsoft Excel, imported or copied into an Excel checkbook register spreadsheet or another personal finance software program, thus allowing you to keep track of your checkbook, reconcile your bank account, create a budget, categorize transactions and run budget reports to see how you are spending your money. The bank transactions can be downloaded into different formats including. Many banks allow you to download checking account transactions from their online banking website. Why download and import bank transactions? Applies to Excel templates: " Georges Budget for Excel", " Georges Excel Checkbook Register", " Georges Excel Checkbook for Mac"
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