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Smile Bank Upload
I have a method for uploading my current and credit card accounts (paste page to Excel - reformat - save as csv) but would be nice to have a better method. Any thoughts?
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Inappropriate?Hi Richard,
As you probably know the best format for FreeAgent importing is OFX.
After a quick Google I found this:
http://userscripts.org/scripts/show/6976
It's an unofficial greasemonkey script that works with Firefox that appears to convert Smile statements into CSV and OFX.
I've never used it, so please use at your own risk but it does seem like it might help.
Let me know how you get on.
Roan1 Comment
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Was able to create an OFX but on trying to upload get "There is no FreeAgent bank account which matches the data in your statement" -
Inappropriate?Richard
Can you ensure that the Bank Account Number and Sort Code in your FreeAgent bank account matches those in the OFX file? -
Inappropriate?I have the same problem.. The bank account and sort code numbers match, but the error "There is no bank account which matches the account number and sort code in that statement file" persists.
I'm generating the OFX using the greasemonkey script.
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Hiya
Could you please send through the OFX file to support@freeagentcentral.com and well'll look into it for you.
Olly
EMPLOYEE
EMPLOYEE
