# Manager and banks

**URL:** https://forum.manager.io/t/manager-and-banks/30055
**Category:** Uncategorized
**Created:** [August 15, 2020, 6:41am UTC](https://forum.manager.io/t/manager-and-banks/30055 "2020-08-15T06:41:06Z")
**Posts on this page:** 1
**Showing post:** 4

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### Author: ![Patch](https://avatars.discourse-cdn.com/v4/letter/p/a183cd/32.png) [@Patch](https://forum.manager.io/u/Patch)
#### Post date: [August 15, 2020, 9:01am UTC](https://forum.manager.io/t/manager-and-banks/30055/4 "2020-08-15T09:01:44Z")

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Most of the work is alway specifying how individual transactions should be treated within your accounting software.

The transfer from bank to Manager is a simple and quick process (assuming your bank has the ability to export your transactions in computer rather hand human readable format).

Some software companies have organized down load from specific banks. This involves

- Giving the software or a third party login rights to your bank accounts.
- The communication interface must be developed for each bank independently
- standard interfaces have been proposed but are not widely adopted

Given the large range of countries Manager sells to, and the many banks within each country, supporting such an facility would be a massive undertaking. The benefit in terms of percentage of time individual uses spend processing their bank statements would be small.

Try it.

Other options have been requested however the above issues persist

> [@Connect Bank Accounts - transactions automatically imported](https://forum.manager.io/t/connect-bank-accounts-transactions-automatically-imported/11715):
>
> What is the possibility to add a feature that connect your bank and credit cards automatically. With such a feature where your bank accounts is connected, transactions appear automatically in your bookkeeping system (information is drawn from your bank), thus no more piles of receipts to key in or the need to export and import data to Manager. [Wave Accounting / Wave Apps](https://www.waveapps.com/) have this automatic functionality.

> [@Importing to bank/cash account via paste from Excel (Suggestion)](https://forum.manager.io/t/importing-to-bank-cash-account-via-paste-from-excel-suggestion/18022):
>
> The only way today to import to a bank account is through several different file formats. I have to open all my bank statement in excel and create them in the way manager wants them. Then I have to export to a .csv file to be able to import to a bank account. If I need to import to a cash account I need to covert it to a bank account first and then convert it back to a cash account. I would like to be able to copy my data from excel and paste into manager with the required Manager columns, re…

> [@Feature - Synchronize Manager with Bank Accounts](https://forum.manager.io/t/feature-synchronize-manager-with-bank-accounts/5655):
>
> At present Manager can follow the reconcile process of Bank Accounts after manually logging on to your Bank and downloading the Bank transactions / statements for each account in say QIF format. You then import the data and reconcile using rules etc. My question is will this synchronize process (Download and import) of the Bank Statements be considered for automation at any point? If so it will leave only the reconcile steps for processing saving a lot of time. I have discovered some businesses…

> [@Web Macro Player - automate bank statement importing into Manager](https://forum.manager.io/t/web-macro-player-automate-bank-statement-importing-into-manager/22279):
>
> Over the weekend I made a little tool to assist with bank statement importing into Manager. It works by taking control of Chrome web-browser and executing your commands to retrieve bank statement from your internet banking site and then uploading it to the right bank account in Manager. It’s secure because you are not sharing your internet banking password with anyone. The program runs locally on your computer. There is also an option not to make password as part of your macro so when download…

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