You will be given the option to create new categories as well. In that case you will be asked to link the categories found in the file you are importing to already existing categories in MoneyWiz.
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It is rarely the case for banking institutions to include categorization in the exported bank statement file, but if you exported your data using a financial software it is very likely that categorization will be included. If there are no payees found in the bank statement file, this phase will not appear.
#Load csv to quicken how to#
It will ask you how to link only for newly found payees. Once you link these payees, the next time you import a file which contains information for some or all of them, by default MoneyWiz will have them pre-selected the same way you configured the last time. You can link the payees found in the bank statement file to your MoneyWiz payees or you can create new payees. In most cases bank statements contain the name of the payee and other information which describes the person or company which you were paid by or you paid to. For example, if no match was found for your payee, MoneyWiz will create new payee.Īdvanced import - manually proceed through each stage and review default settings. Quick import - quickly import your file, selecting default values for all remaining stages. If you haven't created your accounts prior to import, you can tell MoneyWiz to create them now for you.Īfter this step, MoneyWiz will offer you to pick from two import modes: MoneyWiz will list all the accounts it has found transactions for inside the file and ask you to link those accounts with accounts in your MoneyWiz database.ĭuring this stage simply link the accounts on the left with respective accounts on the right.
For example, with dates like, is this mm/dd/yyyy or dd/mm/yyyy? If MoneyWiz cannot figure out the date format without your help, it'll show you a couple of transactions and ask you to select the correct date format used throughout the file. MoneyWiz recognizes many date formats but sometimes it might need some help. If you are having trouble with this part, you might want to check if you can reformat your CSV file according to our guidelines. In any case you should not link those, but make sure you have mapped at least the Date, the Amount and the Payee or Description. You should be careful with that part as many banks would export all kinds of information like codes you don’t use, or numbers that have no meaning for you. When importing a CSV file, MoneyWiz will also ask you to determine how the fields in the CSV file would relate to the transaction properties in MoneyWiz. MoneyWiz will read the clipboard contents and try to import the file.
Once the file is loaded, you'll be presented with an Import Wizard that will guide you through the import process orĬopy the contents of the file you wish to import and go to MoneyWiz Settings (by clicking on the gear icon in the menu) and then Import from clipboard.
Simply drag the file and drop it onto the MoneyWiz application window or its icon. In order to begin importing a file, you need to "feed" it into the application. MoneyWiz can handle importing those so read on to learn how! Whether you're switching from another application to MoneyWiz or importing your historical data from banks, you might end up with a file in one of those formats: CSV (comma-separated values), QIF (Quicken Interchange Format), OFX (Open Financial Exchange), QFX, (Quicken Financial Exchange) or MT940 (SWIFT).
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