I have a startup company. Paypal is the primary account and any excess money is usually transferred to another account maintained with a bank. I often use Paypal debit card to make business expense transactions, but there are few on my personal credit card as well.
in total, about 150 paypal transaction, 15 bank transactions, 20 personal credit card transactions.
I'd like to setup a quicken file which I'd maintain, but need help to setup initial, including categories of each transaction. It is fairly easy to take dump of transactions from paypal and upload in quicken (already done that). it was pretty easy, but don't have time to change categories and concile all information. Quicken categories are preferred as it will make tax time easier.
My role will be to provide all 200 transactions in a format supported by bank and Paypal. Personal card transactions can be provided in a format of your choice. it sounds like a very small project.