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.