*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 Institutionĭownload 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.
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