How do I import transactions from my bank or other financial software?
Banktivity can import transaction data from your financial institutions or other money-management software in a variety of formats. You can import transactions regularly to keep current with your bank's records, or just do a one-time import of your transaction history the first time you set up a new account.
You can easily migrate your account data from other financial programs like Quicken or Microsoft Money. Banktivity also offers Direct Access so that you can update your accounts at the click of a button!
Supported formats:
Banktivity can import transaction data from the following file formats:
- QMTF: Quicken Mac Transfer Format, used by Quicken Essentials and Quicken for Mac 2015+
- QFX: Quicken File Exchange, also known as Web Connect format
- OFX: Open Financial Exchange, most commonly used by Microsoft Money
- QIF: Quicken Interchange Format
- CSV: Comma-Separated Values, most commonly used with Excel and other spreadsheet programs
Import options:
Banktivity can import transactions using any of the following methods:
- By using IGG's subscription service to automatically update your accounts (fees apply - see Direct Access).
- By connecting to your financial institution via the OFX protocol and downloading transaction updates automatically (fewer institutions are supported and fees may apply - see Direct Download).
- By using the built-in web browser to access your bank's website and downloading transactions manually (see Using the Built-in Web Browser).
- By reading transactions from a file (see File Import).
Click any of the links above to read more about each type of import.
Topics in this section:
- How do I update my accounts using Direct Access?
- How do I update my accounts using direct download?
- How do I use the built-in web browser to download transactions?
- How do I import transactions from a QIF, OFX, QFX, or CSV file?
- How do I review transactions after an import?
- How do I use import rules?