Make sure that it's correct more than the thousands separator.If the. Match the delimiter shown in the sample date except for the special case when a date looks like 05/22'12, then use MM/dd/yy and MoneyWell will handle it.įor the number format, the critical issue is the decimal setting. Use 'M' or 'MM' for the month, 'd' or 'dd' for the day, and 'yy' or 'yyyy' for the year. You can just pick the date format from the popup menu or you can type your own format string. QIF files aren't quite as sophisticated as OFX and may require you to specify date and number formatting. That file format is very complete and MoneyWell reads it without any help from you. There is nothing you need to do for an OFX import. Working with just two years or less of transaction activity can speed up your operations. MoneyWell can handle several years of transactions, but you may want to export two different sets of your history: One that includes all your data as a historical reference and a second that only includes the last two years of data as a working copy.
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If your bank gives you a choice of download formats, you should use OFX/QFX if you can.