Data Feeds

10.3 Bank Data Feeds: Manual Import Method

For users who do not wish to subscribe to the SDS Data Feed service, or whose banks are not currently supported, Mclowd provides a manual import function. Users can export a file of bank transactions and import into Mclowd for quick and easy allocation to the appropriate accounts.

Refer to Section 10.3.1 for instructions for creating a file suited for manual import

Refer to Section 10.3.2  for instructions for importing your file of bank transactions

Refer to Section 10.3.3 for instructions for allocating transactions manually imported

 


about the author:

Lorraine Cobcroft

With a background in accounting and financial management, followed by two decades writing software documentation, Lorraine joined the Mclowd team in mid-2016 and is enjoying working with a dynamic team to enhance an innovative product that has the potential to revolutionize the way Australians manage their retirement funding. Lorraine is also an accomplished business writer, ghost-writer, novelist and short-story writer and poet.

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