Quicken Setup Expert / accountant CPA / Import and reconcile bank data to Quicken / finance reconciliation
Budget: $250 – $750 USD
I have something like 10-12 bank transaction downloads (in either CSV, Excel, or Quicken file) that need to be uploaded and renconciled against the same accounts in the quicken COA which are mostly now available integrated, but they don’t pull data beyond 90 days or so, but I want to incorporate all transactions from at least Jan 1 2020. There is a consolidated 10k transaction export (including robo brokerage trades) from mint.com, and it seems to have most of of the bank data, but I don’t know for sure if it is a dependable transaction set without glitches. I have most of the data either in seperate files or in the mint file. I need hands on expert / CPA
To get everything reconciled, and the. Train me to be able to update and maintain.
To get everything reconciled, and the. Train me to be able to update and maintain.