Automatic Bank feed for expenses?

Steve Danko
Steve Danko Member Posts: 2 Novice Member Novice Member
edited March 16 in Accounts Hosted
Hi Reckon Hosted, is it possible to have an automatic bank feed from my bank account for expenses received?
I am not necessarily talking about reconciliation which is the last part of the equation, more-so I am looking for an easier way other than to manually input everything

Comments

  • Zappy
    Zappy Accredited Partner Posts: 5,256 Accredited Partner Accredited Partner
    edited March 2020
    Why don't you download a qif file from your internet banking and import that to Reckon? It's what I do. You can set up rules to allocate the spending. It works a treat. SO much more efficient than bank feeds. Thanks for your question. 
  • Steve Danko
    Steve Danko Member Posts: 2 Novice Member Novice Member
    edited March 2020
    Many thanks Kevin
    Our bank is ANZ in NZ, is this an easy process to download a QIF file?
    Also I understand we may have to upgrade our Reckon Hosted subscription?
  • Zappy
    Zappy Accredited Partner Posts: 5,256 Accredited Partner Accredited Partner
    edited March 2020
    Yes its easy. It's easy to import it as well. It's a whole lot easier than the bank feeds. And no, you do not need to upgrade. Send me an email kevin@zappy.com.au with your phone number. I can talk you through it. 
This discussion has been closed.

Categories