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 File Imports - What is supported

Solution

File Imports - What is supported

BankTree Personal Finance supports a variety of file import formats these include support for Microsoft Money and Quicken (in the form of OFX, QFX and QIF file formats). Support for native CSV (comma separated value) ASCII or binary format is also included.

From both Microsoft Money and Quicken you can export a QIF file:

    • Go to the File menu and select File Export
    • Loose QIF file format will work

If you have a single OFX/QFX/QIF file

  • you can import this in one go by selecting the option to < Import All Accounts Automatically >,
  • otherwise you would need to export and import account at a time.

 

For QIF Files: bank transactions, cash transactions, credit card transactions, investment transactions, other liability transactions, and other asset transactions can be imported.

For OFX, QFX Files: bank transactions, cash transactions, credit card transactions, investment transactions can be imported.

MNY, QDF or Quicken backup files are not supported, you need to export a QIF file from Ms Money or Quicken as mentioned before.

If you are importing a QIF file from QUICKEN you may need to set the date import format to MONTH\DAY\YEAR

 
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