Author Topic: Best financial software for importing files from various accounts  (Read 399 times)

hooplady

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Best financial software for importing files from various accounts
« on: September 07, 2022, 01:22:51 PM »
Hello all,
It's been a while since I researched personal/small business software so I'm sure a lot has changed. I (foolishly?) agreed to help a small business that has been struggling with their financials. Turns out they may be small, but that doesn't mean they aren't complex!

They have one main bank account, but until today I had no idea they had so much activity running through a bunch of side accounts - Paypal, Square, Venmo, etc.. They were just kinda lumping the net activity of each of them into a general category, but in actuality they have a mix of income and expense categories going through them so they really need further analysis.

I was just going to import each and summarize in Excel, until I saw that each and every account has its own special export format - yuck!

So my question is, what's a good option to import a few .csv files each month? In the past I've used Quicken and Quickbooks, but I seem to recall they each had some difficulty with importing and I always ended up doing a lot manually. I may end up writing some macros in Excel but if there's a better answer out there it's worth a try.

Advice appreciated, thanks.

FLBiker

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Re: Best financial software for importing files from various accounts
« Reply #1 on: September 08, 2022, 05:42:16 AM »
I haven't explored all the features, but I use GnuCash to track my spending.  It's free, and it looks to have a full range of accounting capabilities.  Again, I just use it to track spending, so I can't speak to all that.

hooplady

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Re: Best financial software for importing files from various accounts
« Reply #2 on: September 08, 2022, 08:21:35 AM »
I haven't explored all the features, but I use GnuCash to track my spending.  It's free, and it looks to have a full range of accounting capabilities.  Again, I just use it to track spending, so I can't speak to all that.
Thanks! Looks like it has all the basics I'd need, but import file formats are limited to QIF and OBX. Most of their accounts only export in .CSV.

SoftwareGoddess

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Re: Best financial software for importing files from various accounts
« Reply #3 on: September 08, 2022, 09:30:55 AM »
I haven't explored all the features, but I use GnuCash to track my spending.  It's free, and it looks to have a full range of accounting capabilities.  Again, I just use it to track spending, so I can't speak to all that.
Thanks! Looks like it has all the basics I'd need, but import file formats are limited to QIF and OBX. Most of their accounts only export in .CSV.

GnuCash also imports CSV files.

hooplady

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Re: Best financial software for importing files from various accounts
« Reply #4 on: September 08, 2022, 11:53:48 AM »
I haven't explored all the features, but I use GnuCash to track my spending.  It's free, and it looks to have a full range of accounting capabilities.  Again, I just use it to track spending, so I can't speak to all that.
Thanks! Looks like it has all the basics I'd need, but import file formats are limited to QIF and OBX. Most of their accounts only export in .CSV.

GnuCash also imports CSV files.
Oh then I'll definitely check them out! They listed three formats but not .csv. Thanks!

 

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