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Importing bank statements in AccountEdge

Posted by Jonathan White on March 29, 2015. 0 Comments

A recent enhancement to the existing bank statement download feature allows 'rules' to be set which tell AccountEdge how to handle imported transactions so they automatically get allocated to the correct expense accounts.

As a general point, the bank statement download feature is a great time saver automatically reconciling the transactions that it can match and assisting with importing others. All that's required is to be able to download statements from your online banking in one of the follow- ing formats: OFX, .QFX, .QIF, .OFC or QBO (.QIF seems to be the most common in the UK). 

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