Works as far as it goes but incomplete
Simon 
Overall Rating:
 
[06/09/2008]  This simple piece of software works reasonably well. There is one major shortcoming - it will not allocate entries automatically to appropriate bank accounts. This means if you download transactions for several accounts you are left in chaos with the need to both reconcile many payments and allocate accounts. The tragedy is this information is contained in every line of the ofx file. Installation is haphazard especially with Vista and requires you to be in Explorer protected mode. This said, the product has no competition and given this functionality it would rate 5*.
 
  Ease of Use
  Features
  Quality
  Performance
  Support and Service
  Value

---

Product Manager
pvk 
Overall Rating:
 
[11/17/2007]  This is pretty slick software -- easy to use and very stable and consistent, which is a must for an accounting software utility. My BofA downloads include all kinds of additional data besides the vendor name, and using this utility it is a breeze to match incoming vendor names to existing vendor names. The one thing I really, really wish this program would do better is the following: When creating a new alias, you need to select the "Payee/Customer" and the "Account" manually. It would be really nice if the program would look up the account associated with the selected Payee/Customer and fill it in as an automatic suggestion. As it is, I now have to jump over to QuickBooks, look up the account associated with the "aliased" Payee/Customer and then select it in the ezAccount import screen. A minor hassle, since a payee is almost always associated with the same account.
 
  Ease of Use
  Features
  Quality
  Performance
  Support and Service
  Value

---

 

Write a Review

Cannot open database "Developer_CMS400" requested by the login. The login failed. Login failed for user 'appswww'.
 
Write a Review