It also exports smoothly, which is great if you need to share the data with someone such as a tax or financial professional. Importing and exporting: The software has the ability to import financial data from other popular financial programs. The program warns you that some financial institutions may charge a fee for connecting in order to retrieve data in this manner, but the feature works very well. Direct connect: See Finance has the ability to connect directly to your accounts and import data into the software.
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