
Importing a File
You can create your initial document by importing transactions into MoneyWell. Click the Import a File option on the Welcome panel and follow the instructions for the type of file you've chosen.
MoneyWell supports OFX, QFX, QIF, and CSV (delimited) import file formats.
To import a file:
- Select your OFX, QFX, QIF, CSV or delimited text file from the Open panel
- Click Open
- Follow the steps in one of these import types:
Importing an OFX/QFX file
Importing a QIF file
Importing a CSV (delimited) file