To import transactions for a financial account you first have to create an account by going to the Accounts page and clicking the add-account button in the blue bar at the top left.

Once you have created an account you’ll need to go to your bank or credit card web site and download a QFX or OFX file. This is a common file format supported by most financial institutions. Depending on your financial institutions web site you may have to tell it you want to download a file for Quicken. That should get you a QFX file.

Once you have the file you can go back to the Accounts page or Home screen and click the import-transactions button in the blue bar. Then click choose-file and select the file you downloaded. Select the account the file should be imported to. Then click the upload-transactions button.

Budget Ease will then import any new transactions in the file that were not previously uploaded and are on or after the Start Date you specified for the account.

Posted in: Transactions