NathanArnold1
Level 1

Banking

To anyone that doesn't want to have to pay monthly subscription fees to a third-party app for this type of thing, you can do this completely free if you're willing to do a little parsing. You don't need to upload a QBO format, CSV or TXT work just fine. All you need is a .csv or .txt file with the following data format (example data filled in):

Date, Description, Amount

2024-12-08, Transaction fee, -50.00

2024-12-07, Sale of XYZ, 100.00

 

Just find a free PDF parser online, turn your bank statement into this format and upload it. It's too simple to justify paying a monthly fee for this type of thing.