How to Import a QFX

1. Scroll down to the bottom of your Income or Expenses page and click 'Import'

 

2. Once you've downloaded your QFX file click the browse button and find that file.

 

 

3. Once you've selected the file, click 'Upload'.

 

4. If you'd like to associate these transactions with an existing account, you can select that account from the drop-down. If these transactions are not associated with your current linked accounts, select 'Create new account'.

 

 

You'll receive an email confirmation once your upload is complete.

Have more questions? Submit a request

Comments

Powered by Zendesk