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Celebrate Your 2025 Community Recap & Achievements!
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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Bank Feeds and Bank Statement Apps - Canada
We currently import our bank statement using a .csv file, we manually enter bank transactions.
We are considering using the newly improved Bank Feed App to import transactions.
Do we need to consider using the Bank Statement App as well? or do we continue with our statement import via .csv? (found BAI2 to be an expensive proposition for the bank to supply which is why using .csv)
Does the Bank Feeds App benefit come from not having to key in any transactions to any accounts being linked?
Can anyone discuss process changes from going from manual entry of bank transactions to using Bank Feeds? Is there some process of "confirming" or excluding transactions and essentially someone would do this each morning?
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