CREATING A CONFIGURATION - Example 1
Where possible, download your statement in OFX (Money, Active Statement) format from your bank. If this format is valid you should not need to create a Configuration (template).
If not available use CSV or Excel format.
In this example we are using a CSV statement file.
Creating a Configuration from your file
View your CSV file in ‘Source File & Results’. Your statement should look something like this, except in this example we have clearly spaced the columns.
This statement contains four clear columns: one for date, one for description, one for the transaction value, and one for the balance amount. Each of these columns is delimited by a comma.
Let’s see how we’d enter this statement into the Configuration Editor:
In this statement all of the columns are delimited (or separated) by a comma.
The two lines at the beginning of the statement are not going to tell us anything about what we’re spending, so we’re going to exclude them from the Configuration.
Date: The date appears in the first column in the format dd/mm/yy
Money Column: The only columns that we need to concern ourselves with are those containing transaction values. Budgets Get Real does not pay attention to balance columns, so, don’t count them as a money column.
There appears to be no debit suffix on the transaction value, instead a debit is indicated by a negative sign in front of the transaction amount.
Description: The column that describes the transaction, in this case, column 2. In some statements there is an additional description column that indicates a category for that transaction.
Cheque rules apply: Because we can write cheques from this account, we are going to need to set some cheque rules. These rules will determine how cheques appear and are imported into Budgets Get Real.
Observe how cheques appear on your statements. For example: 
This is how we would create a cheque rule from the example above:
We can see that it is a cheque from the description in Column 2 - where the words Customer Cheque appear, followed by a cheque number.
Action - In each cash, the cheque number appears after the words ‘customer cheque’, making the cheque number ‘word’ 3.
Report - Allows you to specify a word or words to appear before the cheque number. We’ve chosen to use the word Cheque.
