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Import bank statements

Sree Nat   ( User )

Commented 4 years ago

Is there a option to import bank transactions in csv? this will help to recocile the invoices

Denis Duliçi   ( Admin )

Commented 4 years ago

Not at the moment but will try to add to 1.2 version:


https://akaunting.com/forum/discussion/announcements/akaunting-12-feature-set

Marco Dings   ( User )

Commented 3 years ago

while i see a number of importing options for bills. customers, invoices, items, payments, revenues and vendors i fail to see where i could actually import a backfeed in the form of a cvs or xlsx file and do reconciling.

am i not lookin inthe right place or did this feature not make it into 1.2.x to date ?

Denis Duliçi   ( Admin )

Commented 3 years ago

It's not added into 1.2 release https://akaunting.com/blog/akaunting-12-released

Laz Peterson   ( User )

Commented 3 years ago

Hello there Denis, we're checking out Akaunting (beautiful, simple interface!), and I'm also interested in this feature.


I noticed Akaunting is in Softaculous ... At our ISP (AISO), we'd love to see that feature added. Our plan is to send out a newsletter spotlighting some of the softwares that our users can install (stuff not on the front page), and think this would be an excellent addition to note.


Anyhow, great work, we're still learning, but the clean UI has been very nice.  Cheers.

Denis Duliçi   ( Admin )

Commented 3 years ago

Hello Laz,


Glad to see you liked Akaunting.


We'll consider the Bank Reconciliation feature for the Akaunting 1.3 release https://akaunting.com/roadmap


Regards

Laz Peterson   ( User )

Commented 3 years ago

Thanks Denis. Good luck!

Jim Fisk   ( User )

Commented 3 years ago

I'd also love to see this feature in order to run bank reconiliations efficiently. Thanks Denis!

Mark Simmons   ( User )

Commented 6 months ago

Just installed to try and without this feature the software is a non-starter for me.

Denis Duliçi   ( Admin )

Commented 6 months ago

Hello,

The bank feeds/connect feature is now available within the Premium Cloud plan:

https://akaunting.com/plans

Best regards

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