Personal Plus Features - Bank Feed and Investments

Jamie Hughes
Jamie Hughes Member Posts: 2 Novice Member Novice Member
edited October 2018 in Personal Plus and Home & Business

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager
    edited May 2018
    Hi Jamie,

    Our BankData services are not available with the Personal Range, at this stage I don't have any indication of inclusion in a future release but will update you if there are any developments in that area.

    A low cost option which integrates with BankData is our cloud solution Reckon One which you may wish to take a look at however unfortunately share price downloads are not supported as yet. 

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • Ian McGrath
    Ian McGrath Member Posts: 2 Novice Member Novice Member
    edited November 2017
    That is almost a year ago. Is there any progress on including bank data with Personal Plus? I just downloaded 2018 expecting it to be included at last but alas no joy.
  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager
    edited November 2017
    Hi Ian,
    There are no further developments in the space of introducing bank feeds into the Personal range.

    The option to import bank information is available through QIF import, info -

    Importing Bank Statement information into Reckon Accounts Personal

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • amandaellis
    amandaellis Member Posts: 1 Novice Member Novice Member
    edited March 2018
    Hi Rav, has the bank feeds situation changed or will it change with a cloud version of Personal/PersonalPlus? When is the cloud version due out?

    Thanks in advance, Amanda
  • Ian McGrath
    Ian McGrath Member Posts: 2 Novice Member Novice Member
    edited March 2018
    I changed to Wave because it has bank feeds and it is free. I gave up waiting for Reckon to act.
  • Jamie Hughes
    Jamie Hughes Member Posts: 2 Novice Member Novice Member
    edited March 2018
    Like Ian, I gave up waiting and now use Moneywiz 
  • Andrew Clarke
    Andrew Clarke Member Posts: 1 Novice Member Novice Member
    edited March 2018
    Glad I found this post, no sync means I can cross Reckon off the list and look elsewhere.
  • Peter Sinclair_8078694
    Peter Sinclair_8078694 Member Posts: 7 Novice Member Novice Member
    edited May 2018
    I have used Reckon Personal for 10+ years - powerful and flexible, but way behind the times. Little investment has been made and still looks like software from the 1980s or 90s. I also am going elsewhere.
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