Microsoft Access – detailed procedure

1. Open the template.
2. From the ‘File’ menu, choose the option ‘Get external data’ and ‘Import’.
3. Specify the name of the downloaded CSV file.
4. If you do not see your CSV file, indicate *.* as file name so that Access displays all files regardless of their extension.
5. Make sure that the file type is ‘Text’.
6. Click on ‘Import’ to activate the Import Wizard.
7. The data format must be set at ‘Delimited’.
8. Click on ‘Next’.
   
9. The field delimiter must be the comma.
10. The text qualifier must be the quotation marks.
11. Click on ‘Advanced’.
    
12. The decimal symbol is the period.
13. Click on ‘OK’.
14. Click on ‘Next’.
    
15. The data will be saved in an existing table called ‘Transactions’.
16. Click on ‘Advanced’.
    
17. Confirm the importing of data by clicking on ‘Finish’.
    

Remarks concerning Access:

The screen shots are from the 2003 version. There may be some differences with other versions of the software.

Remarks concerning Access 2003:

Searching using the ‘Transactions list’ feature lets you view your transactions sorted according to the selected sort key.

Another query called ‘Transactions by account’ lets you name the account for which you want to view the transactions list.