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Claris Engage 2025 - March 25-26 Austin Texas ×
The Claris Museum: The Vault of FileMaker Antiquities at Claris Engage 2025! ×

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Posted

Is it possible to set up FM to be able to dl bank transactions into a database the same as dl them to quicken from the banks billPay option. I don't need all the stuff quicken does and would like to just use FM for my simple personal accounting needs. I'm trying to get away from entering manually into FM what is on my bank website. I have tried to dl the different formats from the bank but they seem pretty "garbaged up" when putting them in FM. Maybe a third party solution?

Thanks for your time...

  • 2 weeks later...
Posted

[color:red]Hope all had happy holidays!

Since there were no replies, I gather this is not possible (yet). So I will ask if anyone can give me a list of FM solutions or plugins for simple accounting that are available.

Thanks for all the views and any help.

Posted

We download and reconcile our bank statement. We have the choice of a CSV file on the banks website. I then have a script that imports this file (syncs it) and then compares it with the check numbers that are open in our system. It works slick and has for several years.

Posted

Thanks for the reply :chili:

I'm about to change banks so I will see if they offer a CSV file to dl. Any chance of getting a copy of your script? I would be very grateful.

Thanks again.

This topic is 6236 days old. Please don't post here. Open a new topic instead.

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