Importing Bank Transactions from your Bank
See article titled Bank Integration for step-by-step instructions for linking your bank account(s) to MoneyMinder.
Once you’ve linked your bank account(s) you’re ready to import transactions.
Click on the Banking icon in the toolbar:
Then click Import Transactions under the bank account you’d like to import into:
Select the date range you’d like to import:
Click Fetch transactions to import:
Click the Import button next to each item you would like to import:
Or click the ignore button to hide it from your list:
Check that all fields are filled in correctly and assign a category if it is not autofilled (correctly):
Click Save & Close. Continue this process until you’ve imported all desired transactions.