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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.

Welcome Panel

To import a file:

  1. Select your OFX, QFX, QIF, CSV or delimited text file from the Open panel
  2. Click Open
  3. Follow the steps in one of these import types:
    Importing an OFX/QFX file
    Importing a QIF file
    Importing a CSV (delimited) file

See also

Adding accounts
Adding buckets
accounts
buckets