allow import of financial data in .csv form
Please allow for direct import of financial data in .csv format. Would save a great deal of time importing data from my online bank statement.
Maxwell, Neeltje commented
agreed amex does not import at all get a blank screen.
Prentiss, Angel commented
.csv would be great. It would provide a lot more flexibility and efficiency to code the entries (eg copy and paste descriptions) in Excel before importing. Also gets around institutions whose export files won't actually import. AMEX says I have to have Quicken and QuickBooks in order to actually see the data I downloaded in those formats.
Guerrero, Abraham commented
Being able to import data would make Rentec more user-friendly to new customers who want to include their historical data. I'm currently in this predicament and manually entering data makes this a hard system to get started with.
Ward, Drick commented
Yes, and CSV is the best format.
CESSNA, JESSICA commented
Massenat, Reynold commented