Hey Peter, iBB don’t allow for the exports for credit card statements at the moment. Do you have any tricks or spreedsheet templates that we could use to make an .out file ?

Hey Peter, iBB don’t allow for the exports for credit card statements at the moment. Do you have any tricks or spreedsheet templates that we could use to make an .out file ?

  1. magicmirrori October 7, 2016
    It would help for reconciliation and save some time

1 answer

Peter Connor Staff October 7, 2016
Public

Hi, 
You can import bank/credit card statements using csv’s. 
Just click “other”, from the list of banks that you can import from. You’ll be given a link to our CSV template file. 
Simply click that, then copy the data off the web page and copy into the CSV, making sure to keep the CSV headers. You can create a macro to automate that process.
Hope that helps. 

Pete

#answer-4194
  1. magicmirrori October 7, 2016
    great thanks. I will try that.
    Keep up the great work.
  2. Peter Connor October 7, 2016
    Thanks. Just checked out Magic Mirror. That's a great idea.
    Friends of mine setup PhotoBooth.ie years ago (sold now). But, that mirror seems to fix a lot of the issues they had.
    Good work.
  3. magicmirrori October 7, 2016
    Cheers, ya its going well.

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