How do I import transactions from bank statements after converting to CSV

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Pam Staskiewicz
Pam Staskiewicz Member Posts: 3 ✭
edited August 2019 in Personal Plus and Home & Business
I need to import transactions from bank statements & have converted them to CSV from PDF but need QIF to import. Can someone help please. I am using Reckon Home & Business 2018

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  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited April 2018
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    Welcome to the Reckon Community Pam.

    You'd best go to your bank website and create a list of transactions and export them to a QIF formatted file.

    regards,
    John
  • Pam Staskiewicz
    Pam Staskiewicz Member Posts: 3 ✭
    edited April 2018
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    Thanks John, but this bank only supplies them as PDF. I don't know how to convert them to QIF
  • Pam Staskiewicz
    Pam Staskiewicz Member Posts: 3 ✭
    edited April 2018
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    Thanks Kevin, I have spoken to them twice now & they can't help but I will try again.
    The problem is that they are transactions that are more than 12 months old & are not available for direct download unless within the 12 months.

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