Money in Excel - Import Transactions
In Money in Excel, it would be nice to have the option to import transactions. I have transactions I would like to include in my spreadsheet, but they aren't able to be imported via Plaid.
Durham Bell commented
Anonymous: This should work as long as the columns match up and contain all of the relevant data (be aware there are a few hidden columns and Excel is notorious for bad data type conversion), but very likely neither will be true. You should be able to make a query to either append that data or merge both sources into another sheet. Really, apart from Plaid, most of this is stuff that Excel has been doing for a while, they just wrapped it all up together.
I have 30 years of transactions in Quicken. I would like to import them to Money in Excel
Agreed. Can I copy / paste transactions to the transactions tab?