Wish List for a Bank Reconciliation Software
1) I prefer an Excel based stand alone bank reconciliation software. In this way, I can easily modify the report. 2) I need one where I don't have to do anything except download the book and bank file into either an Excel or CSV file. 3) It should be able to do the bank reconciliation without too much effort on the part of the user. 4) It should be able to take any bank and book file as its data source. 5) The initial set up to get it running should take less than 30 minutes. In other words, it should be easy to install. It should be maintenance-free – there is no need for a tech support every now and then. 6) I should be able to install the software at my laptop to run it at home, if needed, without additional fee or whatever. 7) There should be no lengthy instruction to run the software. It should be intuitive or logic driven. 8) The process to reconcile should not be complex, but rather confined to a few simple steps, preferably three steps. 9) The final report should ...