Re: Import online banking data


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Posted by sales on January 10, 2004 at 11:47:09:

In Reply to: Import online banking data posted by David Dent on January 10, 2004 at 08:41:45:

: Hi, I am looking for a software package that will allow me to import my online banking statements (they can be in Quicken or MS Money format). I would then like to be able to reconcile this data against the specific property and/or category. Do you offer this feature? It would help tremendously in helping me to minimize my accounting.

: Thanks!
: David


We do not offer this feature. We have generally found that the number of possible permutations in the format of the file to be imported make it impractical.

We do, however, provide the capability to export account information in Quicken format. This would permit you to quickly do what you want in, for instance, Excel.

Also, of course, our Corporate Edition provides complete accounting support (for savings accounts, checking accounts, vendor accounts, revolving charge accounts, and (optionally) escrow accounts), with checkwriting. Thus all reconciliation occurs internally to our package, and you merely have to balance accounts with your bank statement to ensure the transactions match.


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