Connect Bank Accounts - transactions automatically imported

Perhaps in your country. In many, they are not available. In fact, in quite a few, downloaded statements are not even available.

Can you make it available for those who want to pay extra for this facility?

Is there a standard all these major banks follow?

Dear @Sunny

Please give feedback on the last post of @lubos:

Blockquote [quote=ā€œSunny, post:21, topic:11715ā€]
direct bank feeds are available now from all major banks without a third party like Yodlee
[/quote]

Is there a standard all these major banks follow?> Blockquote

No, there is no worldwide standard

No idea regarding any standards. I have been using a cloud version of Manager for more than five years now in Australia. My experience has been great till now but there are two major shortcomings in this software as I am a MAC user. (1) Non availability of direct bank feeds - I feel it can be managed by you especially for paid clients. It is a real pain to download the statements manually every other day to keep a track of the payments.I am ready to pay more if I get that facility. (2) Non availability of STP - you can integrate it with free softwares like Payroller which are so easy to work with. I can stay with Manager forever, if you can offer Direct Bank feeds for easy customer usability. Thanks.

Just thought I will add this to the mix. ANZ Bank in New Zealand offer connection to the following ā€œout of the boxā€. Maybe be similar to AU as it is a Australian owned bank?

Dear @lubos

Do you perhaps have a solution to the error message I receive when trying to use Web Macro Player or is there another option to use?

Thanking you

  1. This should be in a new topic
  2. No one can help if all you can say is I have a problem, can you help?

You need to say what version you are using, what you are trying to do and show screen images of the error you are getting

@Meester I didn’t have time to maintain this project so I pulled it out. As a replacement, https://www.apify.com is very good. But it’s cloud hosted so there could be security concern although if your bank offers read-only credentials, then using cloud hosted scrapping tool could work fine.

But I still think developing your own bank scrapping script is high-effort solution.

The best approach is to implement support for standards such as open banking. I will be looking into this again sometime next month.

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Currently the Commonwealth Bank of Australia only offer bank feeds to Xero and MYOB

I like how you think, having this as part of manager because it would be an additional cost with 0 benefit for users who don’t want this feature.

Maybe if you provide some kind of way to have this as an add-on and not as an integral part.

What’s even better is to give users a built-in tool to write their own macros in a native console and have add-ons be ready made macros. That would be sweet :kissing_heart::ok_hand:

I created a set of two tools based on CBI (https://www.cbiglobe.com). I get both the bank balances and Receipts and Payments. However I had to use my main bank to get the records I need.

  1. My main bank (SS) is connected to CBI (I currently manage something like 20 bank accounts in my business),
  2. SS gets all I need and generates an excel file that through a plugin is saved automatically on my server.
  3. I open a different excel file that it is connected to my bank excel file and that do all the reclassification Manager needs for batch creation
  4. I make a backup of my business and I batch create everything.

This together with the other tool for automatic creation of all the accountings for loan amortization calculations saves me two/three days of work each month and also grants my company from a lot of possible errors due to manual data entry.

Getting back to this topic…

i have been a user of the desktop version fro a few years now, then I moved to Cloud paid version earlier this year…

For me the only missing feature is the ability to sync my bank and credit card transactions automatically… I can do that for free on Wave for years I am sure they kept it free and off set the cost of such feature with their other paid features like payment processing…

I’ve been trying to use Manager for one US based Business but keeping up with bank transactions is a major drawback when compared to other tools out there (Paid and free) like Wave, Xero, Quickbooks…

(automatic bank feed is the only reason I use Wave for my US business, since Manager is much better in almost any other category but integrations…)

@lubos is there a way you can consider adding this feature to Manager? (it can be via a 3rd party provider like plaid (for Us banks) it can be added as an add-on feature of the cloud version I don’t mind paying for that feature… and I am sure this will open a hole new market of paying clients for manager maybe that new stream of paying clients help offset the cost of the 3rd party bank feed…

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