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Separating personal and business account statements

Solution

You may keep statements for business and personal accounts physically separate on your hard disk by saving them in separate folders.  Here's how to do that with Statement Converter:

Install the Statement Converter add-in only once.

Put a SYSTEM config in each folder

Put the STATEMENT config file in the same folder as the corresponding statements.

For example, you save your statements in folders named "Business 1 statements," "Business 2 statements" and "Personal statements."
  • Put a System config in all three folders, and
  • Put the Statement config file for your "business 1" account into the folder "Business 1 statements," and put the Statement config file matching your "business 2" account into the folder "Business 2 statements," etc.
 
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Article ID: 2
Category: Configuring / Customizing the Converter
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