Then click "Import" to import the selected transactions.Check if you'd like all transactions to be marked as reconciled.Select the "Date Format" that most closely resembles the dates shown for transactions in the file.It is required to at least set the columns for the "Date", "Credit Amount" and "Debit Amount" values.
If a particular value is not listed in the CSV file, then set that value to "NA" (not available). If the Action column is not set for investment transactions it will use the Type column choice for the action. If there's a single amount column set that column for both the "Credit Amount" and "Debit Amount".įor investment transactions, make sure to also match both the "General Info Columns" and the "Security Info Columns".
Not all programs export security prices to QIF files and the QIF file format is limited with regard to tracking investments. If there are any discrepancies, we recommend to check the more complex items such as investment accounts first. Our file importing feature is widely regarded as one of the best there is, but it can only as good as the information available in the QIF file.Īlthough we try to accommodate for as many of the errors in the exports of other programs as we can, many of them simply export information incorrectly or incompletely. Review the imported information for accuracy when compared to the other personal finance app or website you have been using.