Can you import you credit card statements

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Natalie
Natalie Member Posts: 11 Novice Member Novice Member
in Accounts Hosted

Hi, are you able to import your credit card statements in Reckon? We are with Commonwealth Bank. I also don't know how to download the statement in the correct format or covert it to a QIF file. Thank you

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  • Reeta
    Reeta Reckon Staff Posts: 292 Reckon Staff Reckon Staff
    edited May 21

    Hi @Natalie ,

    Yes, you can import credit card statements into Reckon, including those from Commonwealth Bank. Please note that the file must be in a specific format like imported via QIF file to be accepted by Reckon. I have attached an article that explains the manual import process and how to match transactions. Please click on the link below.

    https://help.reckon.com/article/5nca3tzn1d-bank-transactions

    I hope this helps.

    Regards,

    Reeta

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