If you have Excel, you can save it as Excel, it's fine, the converter can open Excel files or CSV files. There are some Dates, Amounts (you can enter amounts as positive numbers, you can easily adjust them in the converter later), Payee names, Memo. The first capital 'P' must be at the word 'Print', and the rest should be lowercase letters. So we can have: Date, Amount, Payee, Memo, Check number columns.Ĭheck number column supposed 'Print' value for all transactions. What is important: that first line should have the column names, so the converter configures out what is going on, how is your file organized. Instead of using Quicken as a data entry point, you use Excel or your favorite spreadsheet application as a data entry point. So the idea is: you use your spreadsheet application to quickly enter data or you have that data already as CSV. You can use Excel or your favorite spreadsheet software to quickly enter transactions or checks.
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June 2023
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