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2009
07.22
unitedsways asked:


I want to make a home budget spreadsheet on excel and be able to download my transaction history from my bank. So far, I’ve been entering transactions by hand and that’s gotten too tiresome. My bank offers transaction historys in the downloadable formats - *qif, *csv, quicken, and microsoft money. I want to be able to just download the transaction history and input them into excel budget spreadsheet with minimal hassle. Anybody know how? Thanks.

Dora

3 comments so far

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  1. Danielle

    download as csv
    excel will be able to open it
    csv is comma separated values
    when you try and open it with excel it will ask about the commas
    it will work

  2. Ralph

    This web site has a home budget planning program for excel :

  3. Maurice

    Well, I created a budget worksheet in Excel. It’s not quite as detailed as you’re doing, though. It has amounts by month and year.

    If you’d like a copy to use/try, just email me. I’m more than happy to send it to you!

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