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Financial Planning Software FAQs

Software:
Makisoft
Microsoft®1
QuickBooks*
Quicken*
Simply Accounting+

Questions:
What do I need to download my statement information?
Which versions may I use?
Which account information can I download from Online Banking?
I have accounts at Royal Bank and another financial institution. Can I download my information from separate institutions into the same data file?
I do not see the icon of my software program on the download activity page. What should I do?
When I download into my software program, some transactions are missing. Why?
I am using Online Banking for both my personal and business accounts. Can I download my information into the same data file?
My spouse and I have separate accounts and Client Cards. Can we download our information into the same data file?
Can I download my U.S. dollar accounts?
I am running more than one data file. How does Online Banking know which data file to download my information to?
When I download information with the "&" symbol, these transactions appear in my software as "& AMP." What should I do?


®1 Microsoft is either a registered trademark or trademark of Microsoft Corporation in the United States and/or other countries.
+ Simply Accounting is a registered trademark of ACCPAC International, Inc.
   


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