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Export Checkbook Register

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Matt Broughton

24 Mar, 2025 12:19 AM

I want to export the check register for use in Excel. Tab-delimited or CSV. I can export the data I need, but there is only one column for Amount that shows both debits and credits. I need to have a column for debits, a column for credits, along with the Balance column. Is there a way to do this?

1. Support Staff 1 Posted by Maddy on 24 Mar, 2025 03:11 PM

   

   Hi Matt,
   Thank you for contacting Moneydance support.

   You could use the extension Extract Data version 1046. This is available from Extensions->Manage Extensions->Extract Data

   This extension is a useful tool aiming to extract your data to screen/csv. Options incl: 'StockGlance2020' investments, Reminders, Account / Investment transactions, Currency History; Attachments.

   So, you can download your data to excel where you can filter, sort etc.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

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2. 2 Posted by Matt Broughton on 24 Mar, 2025 06:33 PM

   

   Thank you for your response. I had tried the Extract Data Extension. It has the same limitation as a Transactions report. It only has one column for the transaction amount--shown as either a positive or negative number. I don't think most people use this format when entering amounts in a bank register.

   I am attaching some screen shots as to how Extract Data Extension and Transactions report export the data. I am also attaching the desired format with amount columns for Chg/Debit, Dep/Credit, and Balance. This is the format of a normal bank register.

   Matt

   

   

   On Mar 24, 2025, at 10:11 AM, Maddy <[email blocked]> wrote:

   • DataExtract_Excel.jpeg 29.1 KB
   • DesiredExport_Excel.jpeg 31.3 KB
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3. 3 Posted by dwg on 24 Mar, 2025 09:07 PM

   

   At this time I believe you will have to use formulas in Excel to create the columns you want.

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