I was having any issues with was getting the excel file to have the right
categories when I imported to Quicken
. I was changing the headings to match
and not sure why sometimes the payee would end up where it was suppose to
be and other times not. I was deleting columns in the excel file that
weren't necessary. If there is a certain way to do it that would be great.
I stumbled on it one time, but not sure if I can duplicate how I did it
when I get down to business. Thanks. Terry