Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #6  
Old 05-31-2005, 11:14 PM
cbhobbie
Guest
 
Posts: n/a
Default Re: Downloading bank statements

Thank you for your suggestions, I'll give it a try and let you know


"John Pollard" wrote:

- quote -

> XL2QIF Support wrote:
> > John Pollard a écrit :
> > > Here are two more choices, should the op need to go this
> > > route.
> > > > > 1.) http://xl2qif.chez.tiscali.fr/links_en.php
> > > > > This one is free, but does not handle investment
> > > transactions.
> > > > FYI investments transactions are now supported in XL2QIF
> > > The link to download XL2QIF is:

> > http://xl2qif.chez.tiscali.fr/xl2qif_en.php#download

> Great, thanks. I just downloaded it.
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup

  #5  
Old 05-29-2005, 02:35 PM
John Pollard
Guest
 
Posts: n/a
Default Re: Downloading bank statements

XL2QIF Support wrote:
- quote -

> John Pollard a écrit :

> > Here are two more choices, should the op need to go this
> > route.
> > > 1.) http://xl2qif.chez.tiscali.fr/links_en.php
> > > This one is free, but does not handle investment

> > transactions.

>
> FYI investments transactions are now supported in XL2QIF
> The link to download XL2QIF is:
> http://xl2qif.chez.tiscali.fr/xl2qif_en.php#download


Great, thanks. I just downloaded it.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup


  #4  
Old 05-29-2005, 06:33 AM
XL2QIF Support
Guest
 
Posts: n/a
Default Re: Downloading bank statements

John Pollard a écrit :
- quote -

> Richard Bollar wrote:
> Here are two more choices, should the op need to go this route.
> 1.) http://xl2qif.chez.tiscali.fr/links_en.php
> This one is free, but does not handle investment transactions.


FYI investments transactions are now supported in XL2QIF

The link to download XL2QIF is:
http://xl2qif.chez.tiscali.fr/xl2qif_en.php#download
  #3  
Old 05-26-2005, 04:28 PM
John Pollard
Guest
 
Posts: n/a
Default Re: Downloading bank statements

Richard Bollar wrote:
- quote -

> Maybe your bank moved the download page. You're looking for
> OFX or
> QIF download -- perhaps a call to your bank's online customer
> support
> will give you the answer.
> If they've dropped OFX or QIF support and only do CSV, then
> yes,
> you'll need a tool like the one I mention below.


Here are two more choices, should the op need to go this route.

1.) http://xl2qif.chez.tiscali.fr/links_en.php

This one is free, but does not handle investment transactions.



http://www.monthtwosys.co.uk/

Last time I priced them, this one was cheaper than
bigredconsulting and, if I recall, can handle just about
anything.



--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup


  #2  
Old 05-26-2005, 04:06 PM
Richard Bollar
Guest
 
Posts: n/a
Default Re: Downloading bank statements

Maybe your bank moved the download page. You're looking for OFX or QIF
download -- perhaps a call to your bank's online customer support will give
you the answer.

If they've dropped OFX or QIF support and only do CSV, then yes, you'll need
a tool like the one I mention below.

--

"cbhobbie" <cbhobbie[at]discussions.microsoft.com> wrote in message
news:F41D9C9C-2E6F-4E49-BDED-82B5735CA7E1[at]microsoft.com...
- quote -

> Thank you Richard for the suggestions. My bank is not listed but I have
> been
> able to download with them in the past. I just don't remember it going
> into
> an Excel format before. I have Money 2005 Premium. As for the third
> party
> applications suggestions is this the route I need to go to get it to
> convert
> over? I have Excel 97. Thank you.
> "Richard Bollar" wrote:
> > What bank and which version of Money are you using?
> > > I think you have a few choices. First, see if the bank is supported

> > directly by Money. The list is here:
> > > http://www.microsoft.com/money/bankonline.aspx
> > > If the bank isn't supported directly, there are third party applications

> > that will convert Excel worksheets into QIF files, a format that Money
> > can
> > import. I have used the converter at http://www.bigredconsulting.com/
> > with
> > good results.
> > > --
> > > "cbhobbie" <cbhobbie[at]discussions.microsoft.com> wrote in message

> > news:4B81A5C6-D4F5-4D6A-9106-0174C1719857[at]microsoft.com...
> > > Once I ask my bank to download my statement it goes into Excel CSV
> > > format,
> > > how do I get it to import into my Money Premium program
> > >


  #1  
Old 05-26-2005, 01:09 PM
cbhobbie
Guest
 
Posts: n/a
Default Re: Downloading bank statements

Thank you Richard for the suggestions. My bank is not listed but I have been
able to download with them in the past. I just don't remember it going into
an Excel format before. I have Money 2005 Premium. As for the third party
applications suggestions is this the route I need to go to get it to convert
over? I have Excel 97. Thank you.

"Richard Bollar" wrote:

- quote -

> What bank and which version of Money are you using?
> I think you have a few choices. First, see if the bank is supported
> directly by Money. The list is here:
> http://www.microsoft.com/money/bankonline.aspx
> If the bank isn't supported directly, there are third party applications
> that will convert Excel worksheets into QIF files, a format that Money can
> import. I have used the converter at http://www.bigredconsulting.com/ with
> good results.
> --
> "cbhobbie" <cbhobbie[at]discussions.microsoft.com> wrote in message
> news:4B81A5C6-D4F5-4D6A-9106-0174C1719857[at]microsoft.com...
> > Once I ask my bank to download my statement it goes into Excel CSV format,
> > how do I get it to import into my Money Premium program

 
Old 05-21-2005, 01:45 PM
Richard Bollar
Guest
 
Posts: n/a
Default Re: Downloading bank statements

What bank and which version of Money are you using?

I think you have a few choices. First, see if the bank is supported
directly by Money. The list is here:

http://www.microsoft.com/money/bankonline.aspx

If the bank isn't supported directly, there are third party applications
that will convert Excel worksheets into QIF files, a format that Money can
import. I have used the converter at http://www.bigredconsulting.com/ with
good results.

--

"cbhobbie" <cbhobbie[at]discussions.microsoft.com> wrote in message
news:4B81A5C6-D4F5-4D6A-9106-0174C1719857[at]microsoft.com...
- quote -

> Once I ask my bank to download my statement it goes into Excel CSV format,
> how do I get it to import into my Money Premium program



  #-1  
Old 05-21-2005, 01:15 PM
cbhobbie
Guest
 
Posts: n/a
Default Downloading bank statements

Once I ask my bank to download my statement it goes into Excel CSV format,
how do I get it to import into my Money Premium program
 

Tags
bank, downloading, statements
Similar Threads
Thread Forum Replies Last Post
Downloading bank statements and date format error???
Wags: Just installed Money2005 and when I try to download my financial statement it gives me an error that the date format of the downloaded file is...
Microsoft Money 1 09-29-2004 05:26 AM
downloading bank statements
Scott: Help... New to ms money. Money is always one to two days behind on downloaded bank info. transactions online at bank still exist, money will not...
Microsoft Money 2 07-31-2004 04:26 PM
Downloading bank statements
John B: Recently began getting an error message when downloading bank statements. The statement appears to be imported into money 2003, but I can't open...
Microsoft Money 2 02-13-2004 02:44 AM
Downloading Bank Statements
Carl Seedhouse: Money used to download the statements to the correct account, now for some reason it is downloading the statements to the wrong accounts. Anyone...
Microsoft Money 3 01-26-2004 07:54 PM
Downloading Statements From Bank of America (California)
attempted: Until recently, while using bankofamerica.com (California) and Money 2004, I could download transactions and open them into Money using the active...
Microsoft Money 1 09-21-2003 06:34 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 11:22 AM.