Home › Forums › Feature Wish List › Consolidation with Reality › Marking actual vs planned (consolidation) › Re: Re: Marking actual vs planned (consolidation)

Eric Poulin
Keymaster
April 15, 2009 at 1:08 pm
Post count: 379
#3578

Bank Import/Consolidation assistant is finally ready for use.
Its the last tab on the category sidebar.
Import your OFX file from your online banking (usually exports marked as Quicken, MS Money are OFX also), then drag the entries from your file to your calendar.
If you drag to a blank spot or cell header you are creating a new entry.
If you drop the bank import item on an existing item you are moving/updating the amount of that item to the actual amount that happened.

Feel free to comment on usage.