Bank Download Compliant

The table below shows a list of UK financial institutions and
whether they offer a statement download that is compatible with
Personal Accountz. If you are in any doubt, please telephone your bank
or credit card company and check that their online service allows you
to download your statements.

Statements can be imported in 2 formats: OFX and QIF. Where
neither of these is shown in the format
column it is not possible to download statements from that company
(please do check directly with them in case this facility has been
recently added).

Notes The list above shows those
UK institutions we managed to contact that supported statement
downloads at the date stated in the right-most column. We have no
control over this so cannot accept responsibility if the institution
changes their procedures in any way.

If you have more than one account with a provider, always
download each account separately and import individually. Home Accountz
does a good job of auto-detecting duplicates, for example inter account
transfers. It is possible, however, that some may go through (for
example where the from and to accounts use different dates), so please
always reconcile your accounts to ensure they are accurate. Home
Accountz includes a reconciliation feature to make this easy.