Articles and updates on bank statement conversion, reconciliation and automation.
When YNAB stops pulling transactions from your bank, File Based Import keeps the account accurate. Here is how long to wait, which file format to send, and how to avoid duplicates when the connection comes back.
Read articleZoho Books accepts seven bank statement formats and PDF is not one of them. Here are the import steps, the documented error causes, and the date format trap that quietly lands US transactions in the wrong month.
Read articleDuplicate transactions after a bank import almost always trace back to one thing: the file format you uploaded. Here is why CSV doubles up a period, why QBO and OFX usually do not, and how to clear the mess without breaking a closed month.
Read articleA .QBO import that finishes with no transactions, or refuses to run at all, almost always comes down to one of seven things. Here is how to tell which one, in the order worth checking.
Read articleQuickBooks rejects a bank CSV with a message that names no cause. Six things trigger it, and checking them in the right order finds the problem in a couple of minutes.
Read articleA bank statement import usually fails for one of seven reasons, and the error message rarely names the right one. Here is how to tell a format problem from an encoding problem from a mapping problem, with the specific fix for Quicken, NetSuite, Business Central and Xero.
Read articleBank download screens usually reach back about 90 days, but the statement archive goes back years. Here is how to convert twelve months of PDFs in one pass and import them cleanly.
Read articleFidelity's download screen only reaches back about 90 days, and no amount of reconnecting recovers what falls outside it. Here is what actually works for older history, and why the statement archive is the answer.
Read articleApple Card has no live Quicken connection. Here is the exact Wallet app export path, why you pick QFX and never OFX, and what to do about the current month the export will not give you.
Read articleQuicken 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 articleGet started converting bank statements to OFX.
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