Georges Excel Checkbook Register to Georges Budget for Excel: Migrate Data
(back to All Support Topics)
Why go from Checkbook Register Software to Budget Software?
If you are currently using Georges Excel Checkbook Register but now need to add budgeting features to manage your finances then Georges Budget for Excel would be a great option. You can transfer your data and checkbook register transactions from Georges Excel Checkbook Register (basic checkbook software) to Georges Budget for Excel (checkbook software with integrated budgeting in a single Excel template).
Many people use just a simple checkbook register to keep track of their finances whether they are part of a family with children or just a single person. There are times when you may want to more closely manage your expenses and see where you are spending your money and cut spending and that is where budget software can help you set a budget and track actual expenses vs your monthly budget. Georges Budget for Excel is a budget spreadsheet that can help you do that so that you can start cutting your expenses, saving money, and paying down debt whether running a home family budget, budgeting for a single person, or are retired on a budget.
How to transfer (migrate) your financial transactions from Georges Excel Checkbook Register to Georges Budget to Excel?
If you want to copy transactions in registers from Georges Excel Checkbook Register to Georges Budget for Excel follow the steps
1) Open Georges Excel Checkbook Register in the Microsoft Excel program, and while Georges Excel Checkbook Register is open, open Georges Budget for Excel using the File and then Open commands in the Microsoft Excel Ribbon menu.
2) Add/Edit Account Names/Types in the Accounts Summary section if needed.
3) Make sure there are no yellow highlighted 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 yellow highlighted Errors noted in the Category List & Budget worksheet of Georges Budget for Excel. Make sure there are no yellow highlighted Errors noted in the Accounts Summary worksheet of the either file. If there are any errors noted, fix them first.
4) Now that both Excel files are open in Microsoft Excel, copy transactions from one register to the other register making sure you follow the copying rules in the help article: "How to Copy Data in Excel Check Registers and Credit Card Registers". 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.
If you copy categories that you have not added to the Category List section of Georges Budget of Excel, you would need to add them to the Category List section or change them in the register to a category that is already in your Category List section.
If you are going to delete any transactions or data then follow this help article: "How to Delete or Void a Transaction in Excel Checkbook Register"
While there are different versions of Georges Excel Checkbook Register and Georges Budget for Excel with different features, no matter what version, you can always migrate your data from Georges Excel Checkbook Register to the latest version of Georges Budget for Excel.
Data migration is this case simply means copying your data from an Excel template that has Excel checkbook registers only to an Excel template that has Excel checkbook registers with budgeting features.
So if you currently purchased and are using "Georges Excel Checkbook Register" (only has Excel checkbook registers) and your personal finance situation has changed so that you want to start budgeting to track your personal finances, you can purchase "Georges Budget for Excel" (has both Excel checkbook spreadsheet templates and budgeting) and copy your data from Georges Excel Checkbook Register to Georges Budget for Excel. Here is an article that compares the two Excel templates: Checkbook software vs Budget Software.
(back to All Support Topics)