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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.
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.
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 button next to each item to import:
Or click the Hide/Show (eye symbol) button to hide it from the list:
Check that all required fields are filled out correctly and select a budget category from the dropdown. You can also attach a receipt at this point.
Click Save & Close.
NOTES:
- In order to import transactions into a bank account, a budget must be set up.
- MoneyMinder recognizes duplicate transactions to help prevent double entries.
- Already entered or imported transactions can be hidden from the import screen.
- And best of all, when reconciling, imported transactions are pre-checked, saving time.
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Connect your Bank, Square and PayPal 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.
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.