Cart 0

Georges Budget for Excel: Transfer Data to Latest Version

Applies to Excel template: "Georges Budget for Excel"

(back to All Support Topics)

 

Why transfer data to newer version of Excel budget template

Software is always changing, from speed improvements, usability improvements, new features and bug fixes. These software changes are reflected in new software version releases and software updates.

If you purchase a new version of Georges Budget for Excel and want to transfer your data from an older version of the budget spreadsheet you can do this by way of copying the data including the transactions in the Excel checkbook registers so that the history of your transactions will be reflected in the reports and charts of the new version of the Excel budget spreadsheet.

In the Excel budget spreadsheet, that prior history of Excel checkbook register transactions can be beneficial when comparing actual vs budget data from prior months and years.

How to transfer data from older to newer version of Georges Budget for Excel

If you buy a newer version of Georges Budget for Excel, and you want to keep your transactions and data from a prior version of Georges Budget for Excel, then you need to copy your data to latest version of Georges Budget for Excel using the following steps:

  1. Open the older version of Georges Budget for Excel. Then open the newer version of Georges Budget for Excel using the File and then Open commands in the Microsoft Excel Ribbon menu.
  2. Make sure there are no error(s) in the Excel checkbook registers as noted in the Balance Column and Cell L2 of the Excel checkbook registers. Make sure there are no Errors noted in the Category List & Budget worksheet of the budget spreadsheet. Make sure there are no Errors noted in the Accounts Summary worksheet of the budget spreadsheet.
  3. Copy data in the Category List & Budget worksheet, including the budget categories and budget amounts, from the older version to the newer version of the Excel budget spreadsheet.
  4. In the Account Summary worksheet of the Excel budget spreadsheet, add the Account Types and Account Names, add the Expenses Categories to Watch, and set the account balance goals if desired.
  5. Copy the data in the Excel checkbook register transactions from the older version to the newer version of the Excel budget spreadsheet. When you copy, you must use Copy and then Paste Special and then Values into the same columns data types so that the formatting will not get messed up. Please the see Help section about how to copy data in the Excel checkbook registers.

  

(back to All Support Topics)