Just curious, have you considered using Quicken instead?

Yes, that would work, Quicken is one of the formats I can save the data into. But I have never used Quicken, and Luddite that I am, don't really want to purchase, install, and learn to use yet another computer program.

I am pretty good with Excel, and the analyzing I have to do on the data is pretty minimal, to the point where Quicken would probably be overkill. Plus, should I need to do something weird with the data (like sum all of the charges within a given date range that can be attributed to a particular family member) the sheer power built into Excel is hard to beat. For all I know, Quicken could do the same... but I already know how to do things like that in Excel.

tanstaafl.