More of a rant here than anything else, but it drives me nuts that I have some small business clients who come once a year for corporate work, send me their banking and VISA…but the VISA is often only as PDFs. They either didn’t download CSVs/Excel as they went through the year and can’t now. (RBC only provides CSV download for the last statement and 1 month back after the fact…no ability to download for the year. TD lets one download month by month going back at least a year eg.)
Now, as an Excel junkie I can generally extract the info from PDFs, write a few macros to reformat or use string formulas to parse the output…but…these are BUSINESS accounts…you’d think that the banks would provide the ability to download CSVs to clients. It’s a MAJOR pain to me when we need to do this with client files.
Having just done this several times, annoyed I am! 
