Articles and updates on bank statement conversion, reconciliation and automation.
Quicken accepts a CSV, but only a strictly formatted one, and Windows and Mac want different layouts. Here are the exact columns, the date rules, why CSV import duplicates every row you reimport, and when a QFX is the better file to use.
Read articleCC-502 means bank-side maintenance, and Quicken tells you not to deactivate the account for it. Here is what CC-502, CC-501 and CC-503 each actually mean, the official fix for each, and how to recover the transactions the outage skipped.
Read articleBanktivity imports QIF, OFX, QFX, QMTF and CSV files, and it tells you outright to prefer the first three because they carry the most complete transaction data. Here is how each import actually works, what CSV quietly costs you, and the route to take when your bank stops offering anything but a PDF.
Read articleQuicken checks a tag called INTU.BID before it will accept a QFX file, and that single field explains most rejected imports. Here is what it does, why renaming an OFX file fails, and how to get the transactions in anyway.
Read articleOL-297-A is a connection error, not a file error. Quicken cannot reach the bank's server even though your browser can. Here is what actually causes it and how to get your transactions in either way.
Read articleOL-221 is not a problem with Quicken or your data file. It means the bank wrote the QFX file incorrectly. Here is how to tell which fixes are worth your time and what to do when the bank cannot help.
Read articleMoneyThumb sells one-time desktop licenses rather than a cheap monthly plan, and the OCR add-on renews yearly. Here is what the products actually cost and who the price makes sense for.
Read articleChase still downloads into Quicken, but not the way it used to. Here is what changed, how to pull a QFX from chase.com, how far back the export reaches, and what to do about anything older.
Read articleDocuClipper starts around $39 a month and prices by the page, not the statement. Here is what each plan includes, how the page counting works, and how to judge whether it fits your volume.
Read articleMoneydance imports OFX, QFX, QIF and CSV. Here is which format to pick, the exact import steps, and how to fix the errors that stop a file loading.
Read articleGet started converting bank statements to OFX.
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Enterprise-grade bank statement conversion and controls.
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