Downloading bank statements

Once I ask my bank to download my statement it goes into Excel CSV format,
how do I get it to import into my Money Premium program

Richard
Sat May 21 08:45:10 CDT 2005

What bank and which version of Money are you using?

I think you have a few choices. First, see if the bank is supported
directly by Money. The list is here:

http://www.microsoft.com/money/bankonline.aspx

If the bank isn't supported directly, there are third party applications
that will convert Excel worksheets into QIF files, a format that Money can
import. I have used the converter at http://www.bigredconsulting.com/ with
good results.

--

"cbhobbie" <cbhobbie@discussions.microsoft.com> wrote in message
news:4B81A5C6-D4F5-4D6A-9106-0174C1719857@microsoft.com...
> Once I ask my bank to download my statement it goes into Excel CSV format,
> how do I get it to import into my Money Premium program

cbhobbie
Thu May 26 08:09:48 CDT 2005

Thank you Richard for the suggestions. My bank is not listed but I have been
able to download with them in the past. I just don't remember it going into
an Excel format before. I have Money 2005 Premium. As for the third party
applications suggestions is this the route I need to go to get it to convert
over? I have Excel 97. Thank you.

"Richard Bollar" wrote:

> What bank and which version of Money are you using?
>
> I think you have a few choices. First, see if the bank is supported
> directly by Money. The list is here:
>
> http://www.microsoft.com/money/bankonline.aspx
>
> If the bank isn't supported directly, there are third party applications
> that will convert Excel worksheets into QIF files, a format that Money can
> import. I have used the converter at http://www.bigredconsulting.com/ with
> good results.
>
> --
>
> "cbhobbie" <cbhobbie@discussions.microsoft.com> wrote in message
> news:4B81A5C6-D4F5-4D6A-9106-0174C1719857@microsoft.com...
> > Once I ask my bank to download my statement it goes into Excel CSV format,
> > how do I get it to import into my Money Premium program
>
>
>

Richard
Thu May 26 11:06:41 CDT 2005

Maybe your bank moved the download page. You're looking for OFX or QIF
download -- perhaps a call to your bank's online customer support will give
you the answer.

If they've dropped OFX or QIF support and only do CSV, then yes, you'll need
a tool like the one I mention below.

--

"cbhobbie" <cbhobbie@discussions.microsoft.com> wrote in message
news:F41D9C9C-2E6F-4E49-BDED-82B5735CA7E1@microsoft.com...
> Thank you Richard for the suggestions. My bank is not listed but I have
> been
> able to download with them in the past. I just don't remember it going
> into
> an Excel format before. I have Money 2005 Premium. As for the third
> party
> applications suggestions is this the route I need to go to get it to
> convert
> over? I have Excel 97. Thank you.
>
> "Richard Bollar" wrote:
>
>> What bank and which version of Money are you using?
>>
>> I think you have a few choices. First, see if the bank is supported
>> directly by Money. The list is here:
>>
>> http://www.microsoft.com/money/bankonline.aspx
>>
>> If the bank isn't supported directly, there are third party applications
>> that will convert Excel worksheets into QIF files, a format that Money
>> can
>> import. I have used the converter at http://www.bigredconsulting.com/
>> with
>> good results.
>>
>> --
>>
>> "cbhobbie" <cbhobbie@discussions.microsoft.com> wrote in message
>> news:4B81A5C6-D4F5-4D6A-9106-0174C1719857@microsoft.com...
>> > Once I ask my bank to download my statement it goes into Excel CSV
>> > format,
>> > how do I get it to import into my Money Premium program
>>
>>
>>

John
Thu May 26 11:28:53 CDT 2005

Richard Bollar wrote:
> Maybe your bank moved the download page. You're looking for
> OFX or
> QIF download -- perhaps a call to your bank's online customer
> support
> will give you the answer.
>
> If they've dropped OFX or QIF support and only do CSV, then
> yes,
> you'll need a tool like the one I mention below.

Here are two more choices, should the op need to go this route.

1.) http://xl2qif.chez.tiscali.fr/links_en.php

This one is free, but does not handle investment transactions.



http://www.monthtwosys.co.uk/

Last time I priced them, this one was cheaper than
bigredconsulting and, if I recall, can handle just about
anything.



--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

XL2QIF
Sun May 29 01:33:02 CDT 2005

John Pollard a écrit :
> Richard Bollar wrote:
>
> Here are two more choices, should the op need to go this route.
>
> 1.) http://xl2qif.chez.tiscali.fr/links_en.php
>
> This one is free, but does not handle investment transactions.
>

FYI investments transactions are now supported in XL2QIF

The link to download XL2QIF is:
http://xl2qif.chez.tiscali.fr/xl2qif_en.php#download

John
Sun May 29 09:35:14 CDT 2005

XL2QIF Support wrote:
> John Pollard a écrit :

>> Here are two more choices, should the op need to go this
>> route.
>>
>> 1.) http://xl2qif.chez.tiscali.fr/links_en.php
>>
>> This one is free, but does not handle investment
>> transactions.
>>

> FYI investments transactions are now supported in XL2QIF
>
> The link to download XL2QIF is:
> http://xl2qif.chez.tiscali.fr/xl2qif_en.php#download

Great, thanks. I just downloaded it.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

cbhobbie
Tue May 31 18:14:46 CDT 2005

Thank you for your suggestions, I'll give it a try and let you know


"John Pollard" wrote:

> XL2QIF Support wrote:
> > John Pollard a écrit :
>
> >> Here are two more choices, should the op need to go this
> >> route.
> >>
> >> 1.) http://xl2qif.chez.tiscali.fr/links_en.php
> >>
> >> This one is free, but does not handle investment
> >> transactions.
> >>
>
> > FYI investments transactions are now supported in XL2QIF
> >
> > The link to download XL2QIF is:
> > http://xl2qif.chez.tiscali.fr/xl2qif_en.php#download
>
> Great, thanks. I just downloaded it.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
>
>