This happens when your bank uses two columns to represent the amount of the transaction, one for Income and another for Outcome and you haven’t specified correctly these columns in the previous step. Return… Ler mais

Sure, as long as your statements are listed in a grid format similar to an online banking statement. To import an Excel file you can read this post. Ler mais

The groundbreaking solution used by Boonzi to import statements works with pretty most any bank who offers an online banking service. Banks which are not supported are rare. Boonzi is the only personal finance software that supports this technique. If… Ler mais

Yes, importing transactions from your online banking to Boonzi is 100% safe. Unlike other personal finance softwares Boonzi never asks you for, nor as access to, any of your online banking login credentials. Boonzi can only… Ler mais

When creating an account you should specify correctly the account balance on that given date. When inserting transactions Boonzi will recalculate your balance before and after the date you have supplied during account creation, taking in account the… Ler mais