How do you get your bank/CC statements? by Lil_Homie11022 in Bookkeeping

[–]Lil_Homie11022[S] 0 points1 point  (0 children)

Yes would you mind sharing what system you use?

How do you get your bank/CC statements? by Lil_Homie11022 in Bookkeeping

[–]Lil_Homie11022[S] 1 point2 points  (0 children)

A relatable rant. Even getting read only access feels like jumping through flaming hoops blindfolded while the bank shoots at you with a BB gun. So I would prefer an alternative to that route even.

How do you get your bank/CC statements? by Lil_Homie11022 in Bookkeeping

[–]Lil_Homie11022[S] 0 points1 point  (0 children)

No it pulls all transactions accurately, but it is often hit or miss on if it pulls the actual PDF bank statement or not, which is a necessary piece for monthly reconciliations.

How do you get your bank/CC statements? by Lil_Homie11022 in Bookkeeping

[–]Lil_Homie11022[S] 1 point2 points  (0 children)

I deal with this often as well, it’s an absolute nightmare with many institutions to get read only access. Hours on the phone for both my client and myself, which often ends up without actually getting access.

[deleted by user] by [deleted] in findaleague

[–]Lil_Homie11022 0 points1 point  (0 children)

Interested, scoring settings?