Input of bank data

Question asked by Christine Draper 10 years ago

I input the bank data from my bank account using Yodlee. It important August, September and October but nothing prior to that. Therefore the individual transactions are correct but the bank balance is not. How can I put in the information prior to August? I would prefer not to use .csv files as I did that in my previous accounting software and it ended up a complete mess, resulting in me leaving that software and coming across to ClearBooks. Can I input it using Yodlee or do I need to input the transactions by hand?

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Not sure why Yodlee hasn't picked anything up prior to Aug (can't remember the exact procedure when doing the initial import off the top of my head) but the csv import works really well.

Best answer
10 years ago

Thanks Kevin. Have braved the csv files and they have worked really well in ClearBooks.

10 years ago

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