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Excel checkbook: how to migrate data to newest version after upgrade

Applies to Excel templates: "Georges Excel Checkbook Register", "Georges Excel Checkbook for Mac"

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Why move your checkbook transactions to latest version of Excel checkbook template

In the Excel checkbook spreadsheet, that prior history of Excel checkbook register transactions can be beneficial for record keeping and having your data in one place for easy searching and access in case you need to refer to it whether you want to find out when a purchase too place, need info for tax purposes, or other details of a particular purchase or financial transaction.

How to transfer data from an older to newer version of Georges Excel Checkbook Register:

If you purchased a newer version of Georges Excel Checkbook Register, and want to keep your register transactions and data from a prior version of Georges Excel Checkbook Register, then you need to copy your data to latest version of Georges Excel Checkbook Register using the following steps::

  1. First open the older version of Georges Excel Checkbook Register. Then open the newer version of Georges Excel Checkbook Register using the File > Open command 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 Accounts Summary worksheet of the budget spreadsheet. If there are indicated Errors, fix them first.
  3. In the Account Summary worksheet of the new version of the Excel checkbook template, add the Account Types and Account Names.
  4. Copy the data in the Excel checkbook register transactions from the older version to the newer version of the Excel checkbook 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.  

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