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Solved: Saving My Microsoft Money Check Register as Excel Worksheet

Discussion in 'Business Applications' started by Jack1000, Mar 31, 2008.

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  1. Jack1000

    Jack1000 Thread Starter

    Joined:
    Feb 4, 2001
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    Hey All,

    Is there a way in Microsoft Money 2004 to open up my checking account register and than export (copy) the account register to an Excel Worksheet? I don't want to just send a report, I want to copy my checking account to an Excel Workbook so that when I open the Excel Worksheet, it looks like a checkbook register.

    I than want to be able to enter data into my Excel Workbook and use this as a backup of my check register.

    Jack
     
  2. bomb #21

    bomb #21

    Joined:
    Jul 1, 2005
    Messages:
    8,546
    You should be able tho' I can't say for sure (haven't used Money for a few years).

    This article may help.

    Re: "a backup of my check register", I definitely remember Money having in-built capability to back up to floppy disk. ( :eek: )
     
  3. Jack1000

    Jack1000 Thread Starter

    Joined:
    Feb 4, 2001
    Messages:
    1,526
    Thanks!

    While I couldn't find the specifics for Money 2004, the best way is to do the following: (For Money 2004) Other versions may or may not apply:

    1.) Open Money
    2.) Open the Account or Report that you want to use to Export the data.
    3.) The left hand pane has an Export to Microsoft Excel. Save to the folder where you want the report or file to be exported.
    4.) If you have Excel, the data Opens in XLS format.
    5.) Than, what I do for backup, (I use Google Docs), I open the file XLS file in Excel
    6.) I than do A Save as, an Excel 97-2003 file type workbook in the file type menu.
    7.) I can than go into Google Docs. Log in, upload the file to Google Docs. and it opens and saves in Excel format. Log out of Google Docs and your documents, spreadsheets, and presentations are safe online. It's 1000 times better than saving to a floppy!

    Jack
     
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