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Hi,
I'm a disgrunted Nationwide customer who is moving away due to them turning
off Money support.
I'm looking for a bank that will provide Gross Interest, Tax Deducted, and
Net Interest in an OFX download when interest is added to the account - as
in the good old days of Money support from Nationwide I could assign
categories to each part. Then when the Tax Year ended I could run a report
that would produce the three totals that I could then enter into my tax
form.
And if the OFX file could include all accounts at that bank in one download
that would be even better.
I naturally assumed that any of the three UK established banks would provide
this (and secure messaging come to that) but the more I look the more
difficult it is to find. And their "online chat" services that spring up
when inquiring on their Web sites are next to useless - they don't seem to
know the answer, just giving vague answers.
I have experience of Lloyds TSB downloads - who don't even offer OFX, just
QIF, and even then it is just one line saying Net Interest.
Any way would be okay, be it as a comment saying "Gross £xx.xx, Tax £xx.xx"
in the memo field of the OFX entry for the Net Interest or as a separate
entry for each of the Gross Interest, Tax Deducted, and Net Interest.
I'm a disgrunted Nationwide customer who is moving away due to them turning
off Money support.
I'm looking for a bank that will provide Gross Interest, Tax Deducted, and
Net Interest in an OFX download when interest is added to the account - as
in the good old days of Money support from Nationwide I could assign
categories to each part. Then when the Tax Year ended I could run a report
that would produce the three totals that I could then enter into my tax
form.
And if the OFX file could include all accounts at that bank in one download
that would be even better.
I naturally assumed that any of the three UK established banks would provide
this (and secure messaging come to that) but the more I look the more
difficult it is to find. And their "online chat" services that spring up
when inquiring on their Web sites are next to useless - they don't seem to
know the answer, just giving vague answers.
I have experience of Lloyds TSB downloads - who don't even offer OFX, just
QIF, and even then it is just one line saying Net Interest.
Any way would be okay, be it as a comment saying "Gross £xx.xx, Tax £xx.xx"
in the memo field of the OFX entry for the Net Interest or as a separate
entry for each of the Gross Interest, Tax Deducted, and Net Interest.