Downloading Bank transactions

Lex Wilson · October 2020

I have Personal Plus. When I access a bank account I see all the transactions I have entered. At the bottom of the screen I see a box 'Download Transactions'. Under this is 'Set up Download' which is in gray and doesn't work.

Is there any way I can download transactions from my bank on line into Reckon?

Lex

Rav · October 2020

Hi Lex,

Unfortunately, online bank feeds/downloads are not available in the Reckon Personal Range software.

I'll link a guide below which contains some info on importing bank statement information which you might find useful -

Importing Bank Statement information into Reckon Accounts personal (Quicken)

https://community.reckon.com/home/leaving?allowTrusted=1&target=https%3A%2F%2Fhelp.reckon.com%2Farticle%2Fnbnzsk3vok-kba-4021-importing-bank-statement-information-into-reckon-accounts-personal-quicken

Legacy KB Id: 4021

Downloading Bank transactions

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Importing Bank Statement information into Reckon Accounts personal (Quicken)

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