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Importing a File

You can import transactions into MoneyWell by choosing the Import a File option on the Welcome panel or by clicking Import in the toolbar. You can use import to read in transactions from a different personal finance program or to read downloaded statements from your financial institution.

MoneyWell supports OFX, QFX, and QIF import file formats. Sometimes a financial institution will offer exports to Quicken or Microsoft Money. MoneyWell can read all these formats, just use the most modern version (sometimes marked with the year of the corresponding program) to get the best data.

Import

To import a file:

  1. Select your OFX, QFX, or QIF file from the Open panel
  2. Click Open
  3. Optionally, select the Automatically remove duplicates option if you want MoneyWell to try to delete any duplicate transactions during the import
  4. Click Import to begin the process
  5. Optionally, click the Cancel button to abort the import
  6. Review the imported transactions to remove any duplicates manually

If the Use localized date format option is enabled, MoneyWell will use the date format set in your System Preferences. Otherwise, the standard QIF format of mm/dd/yyyy will be used.

If the Automatically remove duplicates option is enabled along with the Delete exact matches only option, MoneyWell will remove duplicates where the imported transactions are an exact match to existing transactions (account, date, amount, imported payee, and imported memo all have to match exactly). If you want to match transactions that are within a three day range on either side of the imported transaction date, then uncheck the exact match option.

There may still be duplicate transactions that need to be confirmed by human eyes before they can be deleted, which is why MoneyWell will switch to the Review Duplicate Transactions view after an import has completed.

See also

Adding accounts
Adding buckets
accounts
buckets