Data can be imported from the following formats:

  • Excel 2007 (XLSX) - see our sample XLXS import file for expected columns and data format
  • Quicken Data Format (QIF)
  • Have a different format? Please contact us and we'll see what we can do.

NOTE: When data is imported, it REPLACES all data in your budget tracker (accounts, transactions, payees, and categories).

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