Personal Plus Features - Bank Feed and Investments
Jamie Hughes
Member Posts: 2 ✭
I'm currently using Personal Plus 2016. The one requirement that is missing and I've tried researching and setting up is the bank feed.
Is there a Reckon product that caters for my above requirements?
If not will bank feeds (Australia) functionality be added anytime soon to Personal Plus?
Are there any other add-ons that I could utilise Yodlee to populate Reckon?
Thank you
- I've read in forums that it is not available but can't find any latest updates
- I tried to set up a bank feed by going into account list and clicking on online services. None of my banks are supported. Does that mean that this supports American banks and not Australian?
- I've looked to all other products offered by Reckon but I can't see any that have both investments and bank feeds.
Is there a Reckon product that caters for my above requirements?
If not will bank feeds (Australia) functionality be added anytime soon to Personal Plus?
Are there any other add-ons that I could utilise Yodlee to populate Reckon?
Thank you
1
Comments
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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.ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.
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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.0
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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
ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.
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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, Amanda1 -
I changed to Wave because it has bank feeds and it is free. I gave up waiting for Reckon to act.1
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Like Ian, I gave up waiting and now use Moneywiz
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Glad I found this post, no sync means I can cross Reckon off the list and look elsewhere.0
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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.0
This discussion has been closed.
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