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Status New idea
Workspace Reckon One
Categories Basics (core)
Created by Guest
Created on Jul 18, 2018

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Download financial transactions to excel as numbers / currency, now text.

Reckon one does not provide running balances and totals in reports, therefore when calculating figures for a period we have to download to excel then minupulate manually. The financial information downloads as text then needs to be changed to numbers or currency before progressing.  It's very time consuming.

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  • Guest
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    |     Jul 24, 2018

    Hi Julie, try downloading the file to CSV rather than Excel. I find when i do this the data format is correct (e.g. numbers are formatted as numbers).