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Importing from transaction files is a great option if you are unable to connect your bank to MoneyMinder or if the connection is temporarily disrupted due to bank updates or outages.
Transactions can be imported individually or in bulk to the same budget category.
To import transaction files, the bank must offer transaction file exports in QFX, QBO, or OFX format.
Account Integration must be activated to use this feature. Please email [email protected] or call (866) 346-4300 to request activation.
All banks are different, so the steps for downloading transaction files will look different depending on the bank.
- Log in to the bank.
- Select the account from which to import transactions.
- Find the option to export transaction files.
- Select one of the three types supported: QFX, QBO, or OFX.
- Export the file to your computer.
Next, log in to MoneyMinder.
Import transactions individually
Click Banking in the sidebar.
Click the Actions dropdown to the right of the bank account.
Choose Import Transactions from the dropdown:
Click the Import transactions from file instead button:
Drag & drop the export file from the bank to the area that says, Drop an exported QFX, QBO, or QFX file here or click to choose a file:
The following message will appear if the file was uploaded successfully:
Click the X to close this message.
Click the Import Transactions button next to each item.
Or click the Hide Transaction (eye icon) button to hide it from the list:
Check that all fields are filled correctly and assign a category from the dropdown. You can also attach a receipt at this point.
Click Save & Close.
Transfers between bank or merchant accounts can be imported by clicking Import Transfer.
Check that the From bank account and the To bank account are selected correctly. If not, click the dropdown and select the correct bank account for each.
Fill in the details and click Save.
To import as a deposit or a withdrawal instead of a transfer, click the dropdown on the Import Transfer button and choose Import as Transaction.
Bulk import transactions to the same budget category
In the import screen after the transaction file has been uploaded, toggle Bulk Import on.
Select the transactions to be imported into the same budget category.
Click Bulk Import.
Choose a Budget Category from the dropdown
To change the Reference and/or Paid To information to something other than what was brought in from the bank, toggle either or both on and enter the information. Changing these fields will change it for all of the selected transactions.
Check that all of the information is correct. Click Import. This will import all of the selected transactions at once.
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Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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2 Comments
How can I match an imported bank transaction to something I already entered? For instance I never checks as they are written and then when I import them it creates a duplicate entry and I have to delete my first one. Is there a way to match to an entry?
Hi Janet,
Great question! MoneyMinder does not automatically match a duplicate, but it does indicate duplicates. On your import screen, if you have a duplicate, you can use the ‘eyeball’ and hide those imports.