Data Download "Snafus"

The Data Download process from your bank is going to be a BREEZE for some, while others may hit some introductory hiccups related to opening the CSV (comma separate value) files, xlsx files or other delimited files. First we'll cover the data download process summarily, then we'll discuss the tips that should help.

The Data Download Process:

1) Download transaction lists from your Bank in CSV, Excel or other delimited format.

2) Open those files

3) Copy the relevant data from those files (highlight and Ctrl-C)

4) Paste the data you copied from there into the related Raw Txns worksheet (Ctl-shift-V or right click, paste special values only) NOTE: It is critical you use paste-special-values-only in the raw transactions worksheet. There is conditional formatting on the cells that will be lost if you do anything else.

These tips below should help.

1) Microsoft Excel or Comparable - If you have Microsoft Excel or some other local spreadsheet program on your local computer that opens CSV/xlsx files by default properly, opening downloaded CSV files is easy. I bel

2) Open Office - If you don't have Excel and want a free downloadable program that can open CSV files check out Open Office. If I recall, it won't open directly. It will ask you to confirm a data map every time but once you figure that out it's fine.

3) Download into a folder that is in the Google Drive Folder on your local machine - If you have Google Back Up and Sync on your machine, if you download into a folder in your google drive, it will automatically upload to your google drive in the cloud. Then you can use the drive browser interface to open it in Google Sheets. NOTE: there were initially some issues with this. The file would start to upload before the download was complete and it was not recognized as a CSV file in Google Drive. That seems to have been fixed. If you try this and it doesn't work. Rename the file in google drive or make a copy of it. if that process allows you to open the file that is what you'll have to do each time (or use one of the other solutions here)

4) Upload a downloaded CSV file to your Google Drive for viewing - This is the same as 3 but you will download the file to any folder you want on your local machine and then manually upload it to your Google Drive for viewing. (open and select file>upload)

5) !! Use a Chromebook !! -- If you use a Chromebook the download file goes into your Google Drive by default, and then it's available to be open by Google Sheets easily.