Instructions for Exporting Multiple Files into Excel

1. Open the Excel File named "Historical items" and enable macros.
2. Select the sheet labeled Master Sheet. From the Edit menu, select Move or Copy Sheet. At the Before Sheet option, select Master Sheet. Check the Create a Copy box and click OK.
3. Rename this new sheet.
4. From the account details screen in JOCM, enter the date range to export and click on "Submit."
5. When the requested transactions are displayed, scroll to the bottom of the screen, select export format of Comma-delimited (.csv) from the dropdown box and click on "Export."
6. Save the file in C:/My Documents as history and click on "Save."*
7. In Excel, go to the sheet you named in step 3.
8. From the Tools menus, go to Macros and run the macro named AddTransactions. The exported items will be added to the spreadsheet and also saved to a file named Oldtransactions.
9. If there are more items in the date range to be displayed on the Account Details screen, a "More" button will appear next to the "Today" button. Click on the "more" button and repeat steps 5 through 8. When you save the files, you will be asked if you want to replace the existing file, select yes.
10. Repeat steps 4 through 9 each time you export information.
11. When you are ready to start a new sheet for the next month, repeat steps 1 through 3 to create a new sheet.

*If you choose to change either the file name or location, you will need to edit the macro to reflect this change.

Download the historical log sheet (MS Excel - 115 KB)