T

Transactions 4.0.302

ProperSoft  ❘ Shareware
Windows
Latest Version
4.0.302
Need to import bank or credit card transactions in a CSV/XLS/XLSX/TXT, PDF, QFX, OFX, QBO, QIF/QMTF, MT940/STA file into your accounting or personal finance software but cannot seem to make it work? The Solution: try the Transactions app. It can convert your transactions into a format that your accounting/personal finance software can import. The Transactions app converts your bank and credit card transactions files into a file format compatible with your accounting or personal finance software like QuickBooks (Desktop or Online), Quicken, Xero, Sage, Wave, FreeAgent, Banktivity, Kashoo, ZARMoney, Excel, and many others importing standard financial file formats like OFX, QBO, QFX, QIF, IIF, CSV.

Overview

Transactions is a Shareware software in the category Business developed by ProperSoft.

The latest version of Transactions is 4.0.302, released on 09/08/2021. It was initially added to our database on 04/08/2021.

Transactions runs on the following operating systems: Windows.

Transactions has not been rated by our users yet.

Pros

  • User-friendly interface that simplifies transaction management.
  • Supports multiple currencies, making it useful for international transactions.
  • Comprehensive reporting features that help users track expenses and profits effectively.
  • Automatic data backup ensures that transactions are safely stored.
  • Regular updates and support from developers keep the software functioning smoothly.

Cons

  • Limited integration with third-party applications compared to some competitors.
  • Some users report a steep learning curve for advanced features.
  • Occasional bugs and glitches reported by users in specific versions.
  • No mobile app available, which may inconvenience users who prefer working on the go.
  • Pricing may be on the higher side for small businesses or individual users.

FAQ

What is Transactions by ProperSoft?

Transactions by ProperSoft is a software application designed to help users manage and categorize their financial transactions efficiently.

What features does Transactions by ProperSoft offer?

The software offers features such as transaction importing, categorization, reconciliation, reporting, and integration with various accounting systems.

Is Transactions by ProperSoft suitable for personal finance or business use?

Transactions by ProperSoft is suitable for both personal finance management and small to medium business use.

How does Transactions by ProperSoft import transactions?

Transactions can be imported from various formats including CSV, QIF, and OFX files or directly from bank statements.

Is there a trial version of Transactions by ProperSoft available?

Yes, ProperSoft offers a trial version of Transactions that allows users to test the application before purchasing.

Can I export my data from Transactions by ProperSoft?

Yes, users can export their financial data in multiple formats such as CSV and Excel for further analysis or reporting.

What support options are available for Transactions by ProperSoft users?

ProperSoft provides customer support through email, a knowledge base, and user guides to assist with any issues or questions.

What operating systems are compatible with Transactions by ProperSoft?

Transactions by ProperSoft is compatible with Windows and macOS operating systems.

Does Transactions by ProperSoft provide tax reporting features?

Yes, the software includes features to help prepare tax reports based on categorized transactions.

Is my financial data secure with Transactions by ProperSoft?

Yes, Transactions by ProperSoft follows industry standards for data security to protect your financial information.

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