Import data from another financial application

  • Launch the other financial software.
  • Export your desired data to a QIF or QMTF file (usually via the File->Export menu).
  • In Moneyspire, select the File->Import QIF/QMTF menu option.
  • Then select the QIF/QMTF file you just exported from the other financial package.

If your application doesn't support QIF or QMTF file export, it may support CSV file export, which you can then also import into Moneysire.

*Please ensure you read the accompanying help manual in Moneyspire for important notes regarding importing data from other financial packages.

If you can't find your answer in the knowledge base, contact us for more assistance.

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