This field is not mandatory and can be left unselected if there is no category to import.
In the above example col 2 would contain this information. Payee Column: Select the column that matches the import file column containing the payee.In the above example col 1 contains the date information. Date Column: Select the column that matches the import file column containing the date.This will be carried forward from the previous screen. Date Format: Select the date format that matches your import file.The import can only work on lines which contain actual data. No of Lines to Skip: Enter the number of lines that may contain summary information or header information.CSV Separator: Enter the character used as a separator for each field.You are required to make further selections for your import file. As an example, the date 12/04/03 can be valid in all 3 formats and can be read as 12th April 2003, 4th December 2003, or 3rd April 2012.Īfter this step, click the Accept button.
It is important you select the correct date format, otherwise your data will not be imported correctly.Select the date format that matches the file you are importing (look at the file preview to see what the correct date format is).Ĭhoose from Day/Month/Year, Month/Day/Year or Year/Month/Day.If you have a single QIF or QFX, OFX file you can import this in one go by selecting the option to, otherwise you would need to export and import accounts one at a time.Īfter this step, click the Accept button. Select the account you’re importing into or click Add Account to add a new account.Go to the Import option, select the File menu, and select File Import.Īfter selecting your file, you’ll see the import dialogue box.This can easily be done by exporting a QIF/QFX,OFX from the relevant application. If you have a Microsoft Money file, such as a MNY extension or a Quicken data file with a QDF extension, this won’t import. Importing QFX/OFX Files: The following transactions can be imported: bank transactions, cash transactions, credit card transactions, investment transactions. Importing QIF Files: The following transactions can be imported: bank transactions, cash transactions, credit card transactions, investment transactions, other liability transactions, and other asset transactions. Multiple account files for QIF and OFX files are also supported. Any application that has generated these formats should be compatible. The OFX and QIF file formats are industry standard formats. Support for native CSV (comma separated value) ASCII or binary format is also included. BankTree Personal Finance supports a variety of file import formats that include support for Microsoft Money and Quicken OFX, QFX and QIF file formats.
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