Quicken import into moneyspire update#
Quicken import into moneyspire software#
Quicken import into moneyspire download#

So depending on your financial software application, you may have to do multiple exports/imports to transfer all your data to Moneyspire. Some financial software applications will export all your accounts to a single QIF/QMTF file, while others may export only a single account to a single QIF/QMTF file. For example, you can configure it to set the category to 'Automobile:Fuel' and to set the payee to 'Chevron' if a transaction contains the text 'Chevron' or 'Gas'. Because of this, Moneyspire will allow you to specify Import Filters during the import process, which allows you to automatically specify categories by using keywords (in addition to specifying payees). When you import transactions from your online banking service, the categories will be blank because it is more than likely that your transactions will be uncategorized. If you are having difficulties, please contact us and we will do our best to assist you. *QIF/QMTF import results will vary depending on the quality of the exported QIF/QMTF file from your financial software application. all your accounts, categories, etc.) to a single QIF/QMTF file, if possible. *For best results when importing QIF/QMTF data from another financial software application, instruct the financial software application to export all data possible (i.e. Then select the file you just exported from the other financial software application and follow the onscreen instructions. In Moneyspire, select the File > Import QIF, File > Import QMTF or File > Import CSV menu option, depending on what kind of file you are importing. To Import Transactions from Another Financial Software ApplicationД®xport your desired data to a QIF file(s), QMTF file(s) or CSV file(s) (usually via the File > Export menu).

Quicken import into moneyspire update#

This will then update your account's balance to the accurate value. To fix this, edit the account (from the Tools > Accounts menu option) and set the Initial Balance field to the difference between your account's actual balance and the balance that is reported in the program. *When you first import data from your financial institution, you will most likely have an incorrect balance because your financial institution usually does not include your entire transaction history from the past.

However, using QIF is just fine if that is the only format your bank supports.

Quicken import into moneyspire download#

*Whenever possible, it is recommended that you download your data exclusively in the OFX/QFX format, because it is a more modern format than QIF is. Then select the file you just downloaded from your financial institution and follow the onscreen instructions. In Moneyspire, open the account you want to import the transactions to, and then select the File > Import OFX/QFX, File > Import QIF or File > Import CSV menu option depending on what type of file you have downloaded. And some banks may label CSV files as Excel instead. Some banks may label OFX/QFX files as ' Quicken' or ' Microsoft Money' instead. Most banks support these formats, please consult your financial institution's customer service department for assistance if you are having difficulty downloading the file. To Import Transactions from Your Financial InstitutionДownload your transaction information to a ' OFX', ' QFX', ' QIF' or ' CSV' file.

Please note that this feature is different from Moneyspire Connect (which allows you to connect directly to your financial institution from inside Moneyspire). Moneyspire allows you to import transactions from your online banking service and/or another financial software application so that you don't have to manually input them.