Extract info from memo

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I need a quick way to simply over-write the memo field with the checknum field in an ofx file.  My accounting software merges payee and memo into a description field but my bank duplicates the info in payee and memo.  So I don't need the memo field but I do need the check num.  I know I can convert to csv and back but it seems like there is probably an easier way.  I really like your software.  Thanks.
asked May 30, 2014 by anonymous

1 Answer

Hello,


You can try the following:

  • start BANK2CSV, load the source file and click the "copy to clipboard" button
  • start CSV2OFX and click "paste from clipboard" button.
  • click the Review Mapping and for the memo select the check number field on the sidebar, select "do not use" for the payee and you can keep the check number assignment or set it to "do not use" as well.



 

answered May 30, 2014 by sergiy
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