Can you believe it in 2016? Naturally, you cannot download the full information about the transaction anyway. The credit card downloaded data file lists the payee as "Ted". Your credit card statement lists the payee for the same transaction as "Carol". Oh, you wanted the tax 1099 forms? That's a whole 'nuther section on the web site.īuy anything from Paypal? This is the killer. You download them one at a time, and some of them download to the same file name! So it's clicking around, then rename the file to "January 2015", then repeat for the next one, etc. There is no "get me all the statements from last year." Nope. Then try to get the statements, just try, my pretty.
Download ALL of them, because sure as shootin', Quicken will only import one of them, and that's one is different for every different account! (Stunningly stoopid.) If your online banking site has a Help section, try searching for terms like "QuickBooks" or "Simply Accounting" for instructions on downloading your statement.Doing my taxes this year, I find it amazing how incompetent most financial software is (including Quicken).įor example, take a simple task: download all your financial data for the last year. In general, once you're logged into your online banking site look for wording such as " Download transactions" or " Download account details" or " Export account history" (See below for a few examples). Unfortunately there is no consistency from bank to bank as to where you can find the downloading or exporting tools, nor is the language always the same. Where to download your bank or credit card statements This is a more complex option, Wave recommends using one of the four file formats listed above if you can. If none of these file types are available from your online banking site, Wave also allows you to support Comma-Separated Variable (.CSV) files.
Wave supports the following file types for uploading: This can be very useful when you want to bring past transactions into Wave, or if you prefer to avoid connecting your bank or credit card accounts directly. Most online banking sites will allow you to download an electronic file containing your bank or credit card transactions.
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