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Bank Account Transaction Download Formats
Jim_E
Posts: 1 Newbie
I am having a great difficulty finding out what download formats different banks support. I manage my finances using an application called AceMoney running on my Windows laptop. I have accounts with Nationwide, John Lewis, M&S and others and like to manage these in one place. As M&S is closing I am looking at opening a new account. Virgin and Starling are top of the list at the moment. However asking what download formats they support leads to total confusion. OFX and QIF are well known formats and fully acceptable. CSV would be a pain. PDF is just not acceptable. The Reviews on this site do not mention this!
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Comments
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It looks like the Virgin Money current account only offers CSV downloads although it appears to be set up for more as follows:
Select format to export your list of transactionsBasic CSV
It does open in Excel but that may be the default that I set up on my pc.0 -
Unless you have hundreds of transaction each month, manual reconciliation between your bank account(s) and AceMoney will be miles faster than faffing about with importing . That's my experience, anyway.0
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Lloyds do QIF and CSV.
Don't know about Starling as they have banned regulated individuals from opening accounts with them.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0
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