I have several videos on creating account statements, building a check register, tracking account balances, and related tasks once the transactions are already in your database. I haven't done a TechHelp video specifically on importing actual bank statements into Access yet.

The tricky part is that every bank and financial institution seems to have its own export methods and file formats. There are some common standards, such as formats used by QuickBooks, but it is definitely on my to-do list. Since there is another request for it, I will move it up the list a bit.

Personally, I use a service called Tiller. It consolidates the transactions and lets me bring them into Excel easily. From Excel, importing into Access is straightforward, so I plan to do a video or two covering that approach as well.

What format are you working with? Is it PayPal, CSV or Excel downloads from your bank, OFX/QFX, or something else?

I have used Quicken for many years, but (with much help from others including you) I have developed an Access dB for keeping track of my investment portfolio and generating reports that are far more useful (to me) than those offered by Quicken. Currently, I am manually posting transactions from statements; very time consuming. So I would like to be able to bring the transaction data into the dB the way that Quicken can (albeit with errors). Some of the financial institutions download to CSV (easily converted to .xlsx files) and some download into .xls (again, easily converted to .xlsx. I would be interested in knowing more about Tiller

I'll talk more about Tiller in an upcoming Quick Queries video. I've been meaning to mention it for a while now. It pulls transactions from a lot of financial institutions into a spreadsheet, which can then serve as a nice staging area before importing the data into Access.

I've also had importing bank and investment data into staging tables on my list for a while. That would make a good Developer-level lesson because the real work is usually cleaning up the imports, matching transaction types, avoiding duplicates, and then posting the cleaned records into your actual portfolio tables.