The Ideas Genie Community Forum

General Category => Welcome, and introduce yourself => Topic started by: David Rae on May 02, 2020, 06:29:54 PM

Title: Exporting Bank Genie data to excel
Post by: David Rae on May 02, 2020, 06:29:54 PM

Is there a way that I can export data from my Bank Genie into an excel file so I can manipulate the data and produce graphs ?

Title: Re: Exporting Bank Genie data to excel
Post by: ideasguy on May 02, 2020, 07:12:48 PM

Yes David, you can do that using the Transaction Analyser program in Bank Genie (http://www.bankgenie.net)
The Transaction Analyser program is under the Programs tab on the menu.
Click Selection screen in the Transaction Analyser program and select which Account(s) and which categories you want to see analysed and click Go.
Then click the Save button. A list of Save options appear including Export as Excel file.