Georges Budget for Excel: Transfer Data to Latest Version

Applies to Excel template: "Georges Budget for Excel"

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: (note: if your computer doesn't have resources to have both the old and new versions of Georges Budget for Excel open at the same time, you can follow the basic steps below but instead of opening both versions at the same time, first just open the older version and copy all data into different worksheets of a blank Excel workbook. Then close the older version. Then open the newer version and copy the data from the temporary Excel file you copied your data into from the older version. To do the transfer of data between Excel files, make sure you open the Excel files from within the Excel menu. Also when you copy, you must follow the Help section on how to copy data using only copy > paste special > values.

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.
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.
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. Copy the Income categories first and then copy the Expense categories.
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.
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. With the exception of Georges Budget for Excel v16, v17, and v18 (see special instruction below for Georges Budget for Excel v16, v17, and v18), the Excel checkbook register columns have remained the same from one version to another, so you can select the entire range of transactions in the checkbook app when copying data from one checkbook register to another so it is a quick and easy process to transfer your data to the newest version of the checkbook app.
Special instructions for Georges Budget for Excel v16, v17, and v18 because Georges Budget for Excel v16, v17, and v18 have an extra column in the registers compared to versions prior to Georges Budget for Excel v16. If you are transferring your register data to Georges Budget for Excel v16, v17, or v18 from a version prior to Georges Budget for Excel v16 (or from any version of "Georges Excel Checkbook Register" prior to v11), please follow these steps: For each register, open the version prior to Georges Budget for Excel v16 (or open any version of "Georges Excel Checkbook Register" prior to v11) and select and copy the entire register contents to a blank new Excel worksheet in a new Excel file (when copying you must use copy > paste special > values). In the register data that you copied to the new blank worksheet, insert a column between the "Memo" and "Rec" columns. Then copy the entire range of data that you inserted a new column into and copy it into a register in Georges Budget for Excel v16, v17, or v18 (when copying you must use copy > paste special > values)

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