08-22-2007, 02:55 AM
Might go for Quicken but must first know these,
-Can Quicken import Excel? It must, I suppose.
-Once you categorize Shell as "Fuel" in one spreadsheet do you have to do it again when you import another spread sheet? In other words, can you define global categories that apply to different spreadsheets?
-Can you have partial matches in Description field and ignore the rest? so Bill's Shell Station and Shell would both be found as Shell.
-Can Quicken import Excel? It must, I suppose.
-Once you categorize Shell as "Fuel" in one spreadsheet do you have to do it again when you import another spread sheet? In other words, can you define global categories that apply to different spreadsheets?
-Can you have partial matches in Description field and ignore the rest? so Bill's Shell Station and Shell would both be found as Shell.