How to Import from a QFX, QBO, or OFX bank transaction file

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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.

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• Import transactions individually
• Bulk import transactions to the same budget category
• Bulk Delete transactions from a bank register

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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 contact us to request activation.

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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.

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Next, log in to MoneyMinder.

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Import transactions individually

Click Banking in the sidebar.

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Click the Actions dropdown to the right of the bank account.

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Choose Import Transactions from the dropdown:

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Click the Import transactions from file instead button:

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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:

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The following message will appear if the file was uploaded successfully:

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Click the X to close this message.

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Click the Import as button next to the items you’d like to import.

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Withdrawals and deposits can be imported by choosing Transaction from the dropdown.

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Check that all fields are filled correctly and assign a category from the dropdown. You can also attach a receipt at this point.

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Click Save & Close.

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Transfers between bank or merchant accounts can be imported by clicking Import as and choosing Transfer from the dropdown.

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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.

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Fill in the details and click Save.

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To hide a transaction so that it doesn’t get imported, click the “eye” icon.

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Bulk import transactions to the same budget category

In the import screen after the transaction file has been uploaded, toggle Bulk Import on.

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Select the transactions to be imported into the same budget category.

Click Bulk Import.

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Choose a Budget Category from the dropdown

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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.

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Check that all of the information is correct. Click Import. This will import all of the selected transactions at once.

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Bulk Delete transactions from a bank register

To bulk delete transactions, navigate to the bank register and toggle on Bulk Delete.

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Select the transactions to be deleted. (Note: only transactions that are not reconciled can be deleted)

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Click Delete selected transactions at the bottom of the page.

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Note: After being deleted, imported transactions will reappear on the import page, where they can be reimported or hidden.

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