Hi I bank with BankSA does anyone know whether I can manually upload my statements from there into R

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Jodie Gluyas_8727987
Jodie Gluyas_8727987 Member Posts: 9 Novice Member Novice Member
edited October 2024 in Reckon One
I am trying to upload statements from my BankSA website and I think they are pdf form. Does anyone know if I can do this with pdf files

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  • Zappy
    Zappy Accredited Partner Posts: 5,322 Accredited Partner Accredited Partner
    edited August 2019
    You cannot. You need a qif file. There is an option to export the transactions. Check it out
  • Jodie Gluyas_8727987
    Jodie Gluyas_8727987 Member Posts: 9 Novice Member Novice Member
    edited October 2016

    Thanks Kevin much appreciated


  • Zappy
    Zappy Accredited Partner Posts: 5,322 Accredited Partner Accredited Partner
    edited October 2016
    JoJo this is what I do. Ssssshhhh dont tell anyone
  • Jodie Gluyas_8727987
    Jodie Gluyas_8727987 Member Posts: 9 Novice Member Novice Member
    edited October 2016

    another question. I am trying to create rules for each transaction. Is there a webinar on this? Is it better to be very specific with the rules or not to put too much detail?


  • Zappy
    Zappy Accredited Partner Posts: 5,322 Accredited Partner Accredited Partner
    edited October 2016
    Less detail is better, at least thats what I find. If its Telstra its telephone fax and mobile. If its Origin its light and power. You can always make it more specific as you go if you need to. Have a great Wednesday
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