Getting Excel’s Currency Symbol to Show in Mail Merges

I use Excel spreadsheets as my data files in most mail merges with Word because the process is easy and seems to work seamlessly, but I’ve worked mostly with textual data. The first time I worked with currency values, I had problems getting the dollar sign to show up in the mail merge. The solution to this involves detail and paying attention, but the payoff is – it works.  It’s called “adding a numerical switch to the merge field”.

  1. After you’ve added the merge field that is giving you trouble, in this case mine is called “Amount”, right-mouse-click on the field and click Edit Field…

Amount FieldEdit Field Menu

  1. In the Field window, click the Field Codes button.

  Field Window Field Codes Button

  1. Look in the Field codes text box. You should see MERGEFIELD and the name of your merge field.  Type in the following after your merge field:                                        \# $0.00                                                     (there is a space between the number sign and the currency sign.)

Field Window Field Code Editing     Field Name Switch

Click OK in the lower right hand corner of the window.  Continue to complete your mail merge and the dollar signs should now show up in your completed merge document.

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About the Author

Karen Homan

Karen is a 14 year veteran at an upstate New York college where she writes and edits end-user documentation to educate faculty and staff in computer software. She has been involved with software training for over 17 years, is experienced in producing training videos, blogs about technology, and creates instructional material for her day job. One of her passions is figuring things out. Her favorite motto is IBM’s old one word slogan: THINK.

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