
Importing an OFX/QFX File
The OFX or QFX file format is a standard used by many U.S. financial institutions and several other personal finance programs. Many banks and credit card websites can also generate this kind of file. Sometimes a financial institution will offer exports to Quicken or Microsoft Money. MoneyWell can read all these formats, just use the most modern version (usually marked with the year of the corresponding program) to get the best data.
To import an OFX/QFX file:
- Click Import on the toolbar or use File > Import
- Select your OFX or QFX file from the Open panel
- Click Open
- Wait for the import to finish and for MoneyWell to display any transactions it thinks may be duplicates
- Review the duplicate transactions (see Review Duplicates for more help)
See also
Importing a QIF file
Importing a CSV (delimited) file
Adding accounts
Adding buckets
accounts
buckets