Joseph DiMonte on 27 Mar 2015 02:12:46
Please create a wizard data source connection to Bank of America online. Along with other financial data from Quickbooks, it would be nice to be able to view current account balances and monthly credits/debits.
- Comments (1)
RE: Bank of America
Why stop at BOA? It would be great to connect to any bank's data if you have a username and password. Software such as Quicken can do this, but I can't seem to find how to get MY bank transactions from credit cards and banks into PBI / Excel 2016. This would be a HUGE win for PBI as I could then trash Quicken... (We have a love hate relationship going on at the moment...) (AMEX, VISA, MasterCard, BOA, USAA, Wells Fargo, Regions, Etc...)